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2026-08-21
Micron Research Labs: Can $1 Billion a Year Out-Research Samsung and SK hynix? - The Futurum Group
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futurumgroup.com 2026-08-21
2026-08-21
FPT Courts Toyota Tsusho in Southeast Asia Semiconductor Bid - The Futurum Group
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futurumgroup.com 2026-08-21
2026-08-20
NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center - The Futurum Group
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news.google.com 2026-08-20
2026-08-17
Applied Materials Q3 FY 2026: Advanced Packaging and DRAM Accelerate Growth - The Futurum Group
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futurumgroup.com 2026-08-17
2026-08-12
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing? - The Futurum Group
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futurumgroup.com 2026-08-12
NVIDIA recently announced memorandums of understanding with six major capital allocators—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to establish independent compute financing platforms aimed at mobilizing over $500 billion in third-party capital for AI infrastructure. This mov
NVIDIAAI InfrastructureFinancing PlatformDSX Reference DesignGPU CollateralArtificial Intelligence ComputingData CenterCapital Operations
2026-08-12
Who Decides Which Model Runs? NVIDIA Would Like a Say - The Futurum Group
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futurumgroup.com 2026-08-12
NVIDIA has unveiled two key AI products—Nemotron 3.5 Lightning and NeMo Switchyard—aimed at optimizing model selection and execution in agentic workflows. Nemotron 3.5 Lightning, a 30-billion-parameter open MoE model, is designed for high-volume, repetitive tasks, delivering up to four times the thr
NVIDIAAI ModelsHybrid ArchitectureModel RoutingMixture-of-Experts30B ParametersJetsonDGX
2026-08-08
NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat? - The Futurum Group
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news.google.com 2026-08-08
2026-08-08
Samsung zHBM Stacks Memory on the GPU. Has HBM Run Out of Beachfront? - futurumgroup.com
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news.google.com 2026-08-08
2026-08-08
Lattice Semiconductor Q2 FY 2026: AMI Acquisition Pulls $1 Billion Revenue Rate Up to Q3 2026 - The Futurum Group
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news.google.com 2026-08-08
2026-08-03
Teradyne Q2 FY 2026 Doubles Semiconductor Test Revenue on AI Compute and Memory Demand - The Futurum Group
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futurumgroup.com 2026-08-03
2026-08-03
Qualcomm Q3 FY 2026: Automotive Growth Offsets Handset Weakness - The Futurum Group
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futurumgroup.com 2026-08-03
2026-07-29
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC - The Futurum Group
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futurumgroup.com 2026-07-29
2026-07-29
Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog - The Futurum Group
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futurumgroup.com 2026-07-29
2026-07-24
Texas Instruments Q2 FY 2026 Earnings Climb on Broad-based Analog Growth - The Futurum Group
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futurumgroup.com 2026-07-24
Texas Instruments (TI) delivered robust Q2 FY2026 results, with revenue reaching $5.46 billion, up 23% YoY and 13% sequentially. Growth was broad-based, driven by industrial, data center, and automotive segments. Industrial revenue rose ~30% YoY, while data center revenue nearly doubled. The company
Texas InstrumentsAnalog ChipsIndustrial DemandData CenterAutomotive ElectronicsRevenue GrowthGross Margin ImprovementPrice Increase
2026-07-22
NVIDIA Aims Vera Rubin at Agentic Post-Training With Proven CoreWeave Results - The Futurum Group
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futurumgroup.com 2026-07-22
2026-07-16
Will Intel Foundry’s High-NA EUV Lead Compound Into a 14A Advantage? - The Futurum Group
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futurumgroup.com 2026-07-16
2026-07-16
Cadence AuraStack Extends Agentic Leadership Toward Advanced Packaging Design - The Futurum Group
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futurumgroup.com 2026-07-16
2026-07-11
Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap? - The Futurum Group
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futurumgroup.com 2026-07-11
2026-07-10
Watch Futurum's Burke on SK Hynix ADR Listing - Bloomberg.com
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www.bloomberg.com 2026-07-10
Bloomberg's analysis of SK Hynix's ADR listing reveals significant trends in the global semiconductor industry. As a leading memory chip manufacturer, SK Hynix's international listing provides investors with new opportunities while highlighting the growing importance of semiconductors in global capi
Semiconductor IndustryStock ListingSK HynixADR ListingGlobal MarketsChip ManufacturingInvestment AnalysisMarket Trends
2026-07-09
Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultim - Benzinga
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www.benzinga.com 2026-07-09
According to Futurum Research analyst Shay Bolo, the semiconductor industry's core issue lies in the deep dependence of major global chip manufacturers on TSMC's manufacturing capabilities. This phenomenon reflects the industry's trend toward centralization and highlights TSMC's irreplaceable positi
Semiconductor ManufacturingTSMCNVIDIAAMDAppleBroadcomChip Supply ChainAdvanced Process