MARKET PULSE
SOX$7,833.39▲0.40%NVDA$177.39▲0.93%TSM$301.53▲1.18%INTC$41.53▲5.03%AMD$258.01▼0.64%QCOM$126.80▼0.38%ASML$1,052.48▼0.71%MRVL$102.30▲7.88%ARM$173.09▼3.18%AMAT$195.42▲1.21%SOX$7,833.39▲0.40%NVDA$177.39▲0.93%TSM$301.53▲1.18%INTC$41.53▲5.03%AMD$258.01▼0.64%QCOM$126.80▼0.38%ASML$1,052.48▼0.71%MRVL$102.30▲7.88%ARM$173.09▼3.18%AMAT$195.42▲1.21%
SpaceX Secures 35-Year Tax Deal for $55 Billion Texas Chip Plant
FEATURED STORY
FAB & MFG·FEATURED

SpaceX Secures 35-Year Tax Deal for $55 Billion Texas Chip Plant

Commissioners in Grimes County, Texas approved a package of incentives for SpaceX’s proposed Terafab semiconductor manufacturing plant, advancing plans for a facility that could become one of the largest industrial investments in the US. The decision came despite strong opposition from local residents who questioned the project’s environmental impact and the scale of tax concessions […]

James Maguire·Jun 5, 2026·2 min read
Read Full Article →
SOX INDEX7,833▲ +0.40% today
GLOBAL SEMI REVENUE (2025)$697B▲ +12.4% YoY
XPU MARKET (2025)$31B▲ Futurum Research
TSMC LEADING NODE YIELD2nmMass production 2026
View All →
World-class semiconductor analysts delivering institutional-grade intelligence to Techstrong Semi readers

Meet the Analysts

Brendan Burke headshot

Brendan Burke

Research Director, Semiconductors

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

Nick Patience headshot

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.

Olivier Blanchard headshot

Olivier Blanchard

Research Director, Intelligent Devices

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

Keith Kirkpatrick headshot

Keith Kirkpatrick

VP & Research Director, Enterprise Software

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

Meet the full analyst team →

Deep Analysis

View All →
01
FAB & EQUIPMENT

Intel’s COMPUTEX Keynote Reframes an Iconic Company as a Silicon-to-Systems AI Lab

Intel agentic AI took center stage at Computex 2026 as Xeon 6+ and rackscale systems reframe the CPU for the inference-era data center.

Brendan Burke·Jun 5, 2026·7 min
02
ANALYSIS

At Snowflake Summit, the ‘Snowmentum’ Was Palpable

Snowflake Summit 2026 revealed a major shift: Snowflake moves from data infrastructure to an agentic control plane with CoCo, CoWork, and Anthropic.

Nick Patience·Jun 5, 2026·6 min
03
ANALYSIS

The Hidden Moat: Why Operational Depth Defeats the ‘Build It Yourself’ Narrative

Operational Depth in Enterprise SaaS: The Hidden Moat Against the ‘Build It Yourself’ Narrative. Core value is in governance, security, and deep orchestration.

Keith Kirkpatrick·Jun 4, 2026·14 min
04
AI SILICON

Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?

800 VDC power architecture is becoming a key enabler of AI factory scale as NVIDIA and Analog Devices address power delivery constraints.

Brendan Burke·Jun 4, 2026·6 min

Opinion & Commentary

Video Hub

All Videos →
👑

PREMIUM INTELLIGENCE

Institutional-grade research, proprietary data, and analyst access — reserved for premium subscribers

UNLOCK PREMIUM ACCESS
Includes: Full research library, quarterly data reports, analyst briefings, and early access to all Futurum semiconductor research.
View All Events →
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
Watch On-Demand →
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.

Register →
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.

Watch On-Demand →
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.

Watch On-Demand →
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

Watch On-Demand →
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.

Watch On-Demand →
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

Register →

Want to sponsor an event or host a webinar with Techstrong & Futurum?

Become a Sponsor