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TSMC Crushes Q2 Earnings Expectations, Raises Outlook
FEATURED STORY
FEATURED·MARKETS

TSMC Crushes Q2 Earnings Expectations, Raises Outlook

Just days after Samsung’s record-breaking second-quarter earnings, history repeated itself when Taiwan Semiconductor Manufacturing Co. (TSMC) reported record second-quarter earnings on the chipmaker’s central role in the global artificial intelligence (AI) boom. The world’s largest contract chip manufacturer posted second-quarter revenue of NT$1.27 trillion (US$40.2 billion), a 36% increase from Q2 of 2025. Net income […]

Andy Patrizio·Jul 16, 2026·2 min read
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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
Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing
●  FEATURED RESEARCH

Micron Bets $250 Billion on AI Boom with Expanded U.S. Manufacturing

Micron Technology Inc. on Thursday announced an expanded $250 billion U.S. investment strategy through 2035, placing itself squarely at the forefront of the domestic semiconductor manufacturing boom. Driven by skyrocketing artificial intelligence (AI) demand and a federal push to secure critical supply chains, the memory chip giant increased its previous capital expenditure commitment by $50 […]

Jon Swartz · Jul 9, 2026 · 2 min
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AI INFRASTRUCTUREDeepSeek Developing Custom Inference Chip Amid China’s AI Hardware Push

DeepSeek Developing Custom Inference Chip Amid China’s AI Hardware Push

Chinese startup DeepSeek is reportedly developing its own AI inference chip, a move that would lessen its reliance on processors from NVIDIA and Huawei and place it on a growing list of AI developers building proprietary silicon. The planned processor is intended for inference, when an AI model produces responses to user prompts. That segment […]

James Maguire · Jul 7, 2026 · 2 min
AI SILICONApple, Broadcom Extend Custom AI Chip Partnership Through 2031

Apple, Broadcom Extend Custom AI Chip Partnership Through 2031

Broadcom Inc. has secured a major long-term extension to supply custom semiconductors to Apple Inc. through 2031, the company announced Monday. The expanded partnership leans heavily on application-specific integrated circuits (ASICs) designed to power Apple’s growing artificial intelligence (AI) infrastructure, effectively easing Wall Street concerns regarding the iPhone maker’s efforts to phase out third-party silicon. […]

Jon Swartz · Jul 6, 2026 · 3 min
FEATUREDAI Boom Could Extend Memory Shortage Until 2030

AI Boom Could Extend Memory Shortage Until 2030

The artificial intelligence revolution is reshaping the global memory market, and not for the better, but in ways that could keep shortages and higher prices in place for years, according to a new report from consulting firm Kearney. The report, titled “The Great Memory Reallocation,” states that the industry is facing more than a traditional […]

Andy Patrizio · Jul 2, 2026 · 3 min
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Brendan Burke

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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

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

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ANALYSIS

Nokia’s AI-RAN Platform Puts a Number on the Software-Defined RAN Bet

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.

Nick Patience·Jul 16, 2026·7 min
02
ANALYSIS

Intel Pours €5 Billion into Ireland to Feed the Xeon Surge

Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.

Brendan Burke·Jul 15, 2026·7 min
03
AI SILICON

FOXTRON’s Adoption of Dimensity AX C-X1 Validates MediaTek’s Automotive Ambitions

FOXTRON’s adoption of Dimensity AX C-X1 highlights MediaTek’s push into AI-defined vehicles through integrated AI, connectivity, and cockpit platforms.

Olivier Blanchard·Jul 14, 2026·6 min
04
ANALYSIS

Will SK Hynix’s Record $26.5bn ADR Issuance Help Close Its Capex Intensity Gap?

SK Hynix’s $26.5bn ADR raise targets a capex intensity gap. Can the memory leader spend fast enough to take technical leadership across memory and storage?

Brendan Burke·Jul 13, 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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