SK hynix is making one of the largest manufacturing investments in the semiconductor industry’s history, with a proposed 11.9 trillion won (roughly $8 billion) purchase of advanced extreme ultraviolet (EUV) lithography systems from Dutch chip equipment maker ASML. The purchase, disclosed in regulatory filings tied to SK hynix’s planned Nasdaq listing, comes as it ramps […]
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ON Semiconductor Corp. has agreed to acquire Synaptics Inc. in an all-stock transaction valued at approximately $7 billion, marking the largest deal in the company’s history. The acquisition signals an aggressive expansion beyond ON Semiconductor’s core power and sensing business into the rapidly growing market for physical AI, intelligence that runs locally on hardware rather […]
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Micron Technology and Anthropic have announced a strategic alliance to jointly develop the next generation of artificial intelligence infrastructure. The partnership will focus on optimizing memory and storage solutions for large-scale AI models, including Anthropic’s Claude systems. “Our compute strategy depends on getting every layer of the stack right, and memory and storage are central […]
Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s dominant contract chipmaker, […]
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 […]
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.
NVIDIA Halos for Robotics combines compute, software, inspection, and certification into a unified safety architecture for physical AI.
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
NVIDIA DSX promises more revenue per gigawatt through efficiency gains with a new revenue sharing model that expands NVIDIA’s role in the AI buildout.
Infineon’s Dresden Fab reshapes global power semiconductor supply chain with €5 billion investment.
Institutional-grade research, proprietary data, and analyst access — reserved for premium subscribers
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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