The world of semiconductors is having a bend it like Beckham moment. Scientists at the Massachusetts Institute of Technology (MIT) have figured out how to make stiff silicon photonic chips flexible and transparent and produce them at scale. The breakthrough makes possible applications like discreet health monitors that conform to the body or lightweight, transparent […]
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Worldwide semiconductor revenue is forecast to reach about $1.6 trillion in 2026 as the AI infrastructure buildout creates exceptional demand for memory and other data center components, according to Gartner. The research firm expects semiconductor revenue to increase 92% in 2026, from $809 billion in 2025. Gartner forecasts another sizable gain in 2027, when worldwide […]
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IBM is developing a new processor that would bring Arm-native applications directly to its IBM Z mainframes and LinuxONE systems, allowing both Arm and IBM’s mainframe instructions to run side by side on the same processor cores. That would allow organizations to run Arm-native Linux applications alongside existing z/OS and Linux workloads on the same […]
IBM and Arm have unveiled a processor design intended to bring Arm-native Linux software directly onto future IBM Z and LinuxONE systems. Well, this is different. At the Hot Chips conference, IBM and Arm revealed they’re working on an Arm chip in which each core can natively execute IBM Z or LinuxONE instructions and ARM […]
Japan is preparing to provide another ¥150 billion ($944 million) to Rapidus, the country’s effort to establish a domestic source of cutting-edge logic chips and reduce its reliance on Taiwan Semiconductor Manufacturing Co. (TSMC), according to a Bloomberg report. Rapidus, established in 2022, is developing an advanced semiconductor manufacturing operation in Chitose, Hokkaido. The company […]
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
Marvell Technology Inc. shares spiked nearly 10% following a regulatory filing revealing that Google has secured the option to buy up to $12.2 billion in Marvell stock. The agreement signals a major expansion in their custom silicon partnership as tech titans rush to build cheaper, viable alternatives to NVIDIA Corp.’s dominant artificial intelligence (AI) processors. […]
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here’s how the claims compare with what’s shipping today.
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.
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Proprietary capacity projections for TSMC's advanced packaging, including customer allocation estimates and pricing trajectory analysis.
PREMIUM ONLYQuarterly market share data for AI training and inference chips across cloud hyperscalers, enterprise, and edge deployments.
PREMIUM ONLYA 40-page report covering chiplet architectures, advanced packaging technologies, and the companies positioned to dominate the next era of semiconductor manufacturing.
PREMIUM ONLYSiFive’s IP vendor perspective on RISC-V expanding beyond embedded into the Performance CPU segment — including the P550 family, the RVA23 profile, and out-of-order CPU IP for AI workloads.
CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.
Watch On-Demand →On-demand webinar with CharacterAI’s Chief Architect on how AMD MI325X accelerators with 256GB HBM and DigitalOcean enabled production-scale inference on half the hardware.
Watch On-Demand →RackN webinar on building AI infrastructure automation for bare metal at scale — covering operator challenges and high-speed, large-scale bare metal management with AIOps.
Watch On-Demand →RISC-V is commonly seen as an ISA for embedded products; for smaller devices that require low power consumption but aren’t very complex and can tolerate lower performance. SiFive, a leading RISC-V IP vendor, is proving that incorrect with its Performance family of products. They recently launched the latest product in the series, the P550, that supports the RVA23 profile: a crucial enabler for SW developers and the industry as a whole. In this webinar, we discuss how SiFive has been able to deli
Watch On-Demand →There has never been a megatrend as transformative as AI. 2023 unlocked new possibilities, 2024 brought new proof of concepts and 2025 was the year to prove the ROI and business value generation of AI. 2026 is the year of the AI reality check and organizations that successfully operationalize AI to drive concrete efficiency and measurable impact will be the ultimate winners.
Watch On-Demand →As AI adoption accelerates, organizations are discovering that the real challenge is no longer building models—it’s running them reliably at scale. This webinar explores the growing “production AI gap,” where promising prototypes fail to translate into consistent, real-world outcomes. Attendees will gain a clearer understanding of why inference—not training—is becoming the defining layer of AI, and what it takes to operationalize AI systems in environments shaped by unpredictable demand, latency
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