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Unpatchable Bug Found in Older Apple CPUs
FEATURED STORY
CUSTOM SILICON·FEATURED

Unpatchable Bug Found in Older Apple CPUs

A security research firm has published details of a new vulnerability affecting two generations of Apple CPUs that cannot be fixed through software updates. Security research firm Paradigm Shift has published details of a vulnerability in the BootROM of Apple’s A12, S4/S5, and A13 mobile chips, along with a working proof-of-concept exploit. The A12 processor […]

Andy Patrizio·Jun 24, 2026·2 min read
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TSMC LEADING NODE YIELD2nmMass production 2026
SandboxAQ Wins $500M CHIPS Award for Semiconductor Materials Research
●  FEATURED RESEARCH

SandboxAQ Wins $500M CHIPS Award for Semiconductor Materials Research

The U.S. Department of Commerce has signed a definitive agreement to award SandboxAQ $500 million in CHIPS Act research funding to develop new chemicals and materials for semiconductor manufacturing. The Commerce Department said the award will fund the development and deployment of SandboxAQ’s ReAQT materials discovery platform, which uses the company’s Large Quantitative Models, or […]

Jaime Hampton · Jun 17, 2026 · 2 min
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AI INFRASTRUCTUREAMD Acquires MEXT to Tackle AI Data Center Memory Bottlenecks

AMD Acquires MEXT to Tackle AI Data Center Memory Bottlenecks

Advanced Micro Devices has acquired memory optimization startup MEXT to strengthen its ability to address memory bottlenecks in AI infrastructure. The acquisition expands AMD’s data center portfolio with software technology that enables more efficient use of memory resources, helping enterprises run larger AI workloads without requiring greater investments in expensive DRAM. Financial terms of the […]

James Maguire · Jun 16, 2026 · 2 min
AI INFRASTRUCTUREQualcomm Explores Tenstorrent Acquisition to Bolster AI Chip Strategy

Qualcomm Explores Tenstorrent Acquisition to Bolster AI Chip Strategy

Qualcomm is reportedly in discussions to acquire AI chip startup Tenstorrent in a deal that could value the company between $8 billion and $10 billion, a move that would significantly expand Qualcomm’s position in AI infrastructure and data center computing. According to reports, negotiations remain ongoing and there is no assurance a deal will ultimately […]

James Maguire · Jun 16, 2026 · 3 min
AI INFRASTRUCTUREAre Language Processing Units the Next Big Deal in AI Computing?

Are Language Processing Units the Next Big Deal in AI Computing?

The AI race has produced dozens of semiconductor startups as it has become clear that NVIDIA GPUs aren’t the solution to everything. Much of the activity is around inference, where GPUs are viewed as overkill. A new category of processor is emerging: the Language Processing Unit, or LPU. With large language models (LLMs) at the […]

Andy Patrizio · Jun 16, 2026 · 2 min
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Brendan Burke

Research Director, Semiconductors

Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.

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Nick Patience

VP & Practice Lead, AI Platforms

25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.

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Olivier Blanchard

Research Director, Intelligent Devices

Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.

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Keith Kirkpatrick

VP & Research Director, Enterprise Software

Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.

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MEMORY & STORAGE

AWS Summit NY 2026: Is AI Infrastructure AWS’s Real Agentic Moat?

At AWS Summit New York 2026, AWS AI infrastructure — G7 Blackwell GPUs, QuEra quantum, AMD Outposts, and RGN networking — anchors its agentic push.

Brendan Burke·Jun 25, 2026·7 min
02
ANALYSIS

Will a U.S. Quantum Foundry Leverage $4.6 Billion in New Capital to Become the Next TSMC?

With $4.6B in new capital, is a U.S. Quantum Foundry set to become the next TSMC? Learn how recent investments are reshaping quantum manufacturing.

Brendan Burke·Jun 24, 2026·10 min
03
AI SILICON

Can AMD and Rackspace Scale Sovereign AI Inference?

AMD and Rackspace’s partnership deploys 30 MW AI compute capacity for regulated enterprise environments starting late 2026.

Brendan Burke·Jun 23, 2026·5 min
04
AI SILICON

Will the First Wave of Synopsys Multiphysics Fusion Start the Next Wave of AI Chip Designs?

Synopsys Multiphysics Fusion solutions embed Ansys signoff analysis into design workflows, accelerating AI chip design with up to 10x faster closure.

Brendan Burke·Jun 23, 2026·7 min

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FEATURED EVENT
MAY27
WEBINAR

Beyond Embedded: RISC-V in the Performance CPU Segment

SiFive’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.

Speakers: SiFive systems architects
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JUN4
WEBINAR

From Experimentation to Production: Why Inference Is the Defining Layer of AI

CoreWeave-sponsored webinar examining why operationalizing AI inference at scale — not training new models — is the real challenge facing enterprises in 2026.

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MAY1
WEBINAR

Breaking the Wall: How CharacterAI Scaled AI Inference to Millions with AMD and DigitalOcean

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.

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MAY20
WEBINAR

Bare Metal at AI Speed

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.

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MAY27
WEBINAR

Beyond Embedded! RISC-V in the Performance CPU segment

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

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MAY27
WEBINAR

The AI Reality Check – Operationalizing for Business Value

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.

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JUN4
WEBINAR

From Experimentation to Production: Why Inference Is the Defining Layer of AI

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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