Samsung Electronics is backing Dutch semiconductor startup Euclyd with a more than €200 million ($231 million) round of Series A to help the company develop a new type of processor architecture designed to make artificial intelligence inference more energy-efficient. Samsung was joined in leading the funding round by Somerset Capital Partners, EQT’s Scaleup Europe Fund […]
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Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
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Intel CEO Lip-Bu Tan told IT professionals attending a conference in Denver that advances in silicon will soon address many of the power consumption and security issues that are at the heart of the debate over potential risks and benefits of continuing to invest in artificial intelligence (AI). Appearing at a .conf26 event hosted by […]
Xanadu and AMD have introduced an open-source software platform designed to address the challenge of moving data between quantum processors and classical computing hardware fast enough to support real-time workloads. Moving data between a traditional CPU and a quantum CPU has been a significant challenge and one not easily met. The problem is that CPUs […]
For most of the semiconductor era, the unit of competition was easy to identify. It was the chip. A faster processor, more memory bandwidth or a better manufacturing node could move a market. System builders took those components and turned them into servers. Data center operators took the servers and assembled infrastructure. AI is scrambling […]
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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