Brendan Burke
Research Director, Semiconductors
Leads Futurum's Semiconductors Practice covering edge AI, generative AI, and hyperscale silicon architectures.
TECHSTRONG SEMI · ADVISORY
The analysts behind every story.
Techstrong Semi is produced in partnership with Futurum Advisory. Every piece of analysis on the site — earnings teardowns, TAM models, M&A coverage — comes from a working analyst who briefs vendors, advises buyers, and ships custom research week after week.
THE TEAM
Meet the Techstrong Semi analyst team
Futurum analysts cover the full semiconductor stack — from fab equipment and EDA all the way through hyperscaler custom silicon and the geopolitics of export controls.
Daniel Newman
CEO, The Futurum Group
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world's largest technology brands, exploring Digital Transformation and its influence on the enterprise. From the leading edge of AI to global technology policy, Daniel makes the connections between business, people, and tech that are required for companies to benefit most from their technology investments. A 7x Best-Selling Author, including his most recent book, "Human/Machine," Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
Erik Bethke
Chief Technology Officer
Erik Bethke, The Futurum Group's CTO, combines deep game development expertise with strategic tech foresight. His 30 years of entrepreneurial experience includes creating the Starfleet Command series, founding GoPets, and achieving a successful exit to Zynga. Erik held leadership roles on FarmVille and Mafia Wars, contributing to over $2 billion in sales. His aerospace engineering background, bolstered by work on JPL's Galileo and Cassini missions, enriches his innovative strategies.
Guy Currier
Chief Analyst, Visible Impact
Guy is responsible for positioning, go-to-market, and sales guidance across technologies and markets. He has decades of field experience describing technologies, their business and community value, and how they are evaluated and acquired. Guy's specialty areas include AI, DevOps/cloud-native, enterprise applications, application integration, Big Data, governance-risk-compliance, containerization, virtualization, HPC, CPUs-GPUs-xPUs, and systems lifecycle management. Guy started his technology career as a research director for technology media company Ziff Davis, with stints at PC Magazine, eWeek, and CIO Insight.
Keith Kirkpatrick
VP & Research Director, Enterprise Software
Covers enterprise applications, digital workflows, and the intersection of AI with enterprise software strategies.
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
Research Director, Intelligent Devices
Covers intelligent devices, edge AI, sustainability, and the convergence of silicon and software at the edge.
Richard Gordon
VP & Practice Lead, Semiconductors
Richard Gordon is Vice President & Practice Lead, Semiconductors for The Futurum Group. He has been involved in the semiconductor industry for more than 30 years, first in engineering and then in technology and market research, industry analysis, and business advisory. For many years, Richard led Gartner's Semiconductor and Electronics practice, building a 20-person global team covering all aspects of semiconductor industry research, from manufacturing to chip markets and end applications. Richard is a sought-after technology industry analyst, both as a trusted advisor to clients and also as an expert commentator speaking at industry events and appearing on live TV shows such as CNBC.
COVERAGE
What our analysts cover
AI Silicon & XPU
GPUs, custom accelerators, NPUs, and the architectural shift from monolithic GPUs toward fabric-connected XPU clusters. Vendor benchmarking, capacity modeling, and TAM forecasts.
Custom Silicon & Hyperscaler Programs
Maia, Trainium, MTIA, Axion, Cobalt, Graviton — and the design partners enabling them. Yield, packaging, and silicon supply analysis for in-house programs.
Memory & Advanced Packaging
HBM3E, HBM4, GDDR7, and the CoWoS/CoPoS/SoW-X advanced packaging stack. Capacity vs. demand models from now through 2028.
Fab Equipment & Manufacturing
EUV/High-NA EUV adoption, ALD, CMP, lithography roadmaps, and equipment supplier earnings analysis. The transistor breakthroughs enabling 2nm and below.
EDA, IP & Design Automation
Synopsys, Cadence, Siemens — plus chiplet-era IP standards (UCIe, BoW, AIB), AI-assisted design flows, and verification.
Supply Chain & Geopolitics
Export controls, tariffs, capacity build-out, and the global semiconductor sovereignty playbook. Tracking U.S., China, EU, Japan, and Korean policy in near real-time.
Power Semiconductors & Edge AI
SiC, GaN, automotive silicon, and the rapidly growing market for edge AI accelerators across robotics, industrial, and automotive applications.
Markets, Earnings & Capital Flows
Quarterly earnings analysis across the semiconductor stack, M&A activity, and the capital structure of the next cycle.
WORK WITH US
How to engage the analysts
VENDOR BRIEFINGS
Brief our analysts
Share product launches, roadmap updates, customer wins, or M&A activity under embargo. We respond to every credible briefing request within two business days.
Request a briefing →CUSTOM RESEARCH
Commission custom research
TAM models, competitive teardowns, segment forecasts, and white papers — produced by Futurum analysts and published with co-branded distribution if desired.
Scope a project →INQUIRY CALLS
Direct inquiry access
For premium subscribers — schedule one-on-one analyst inquiry calls to validate go-to-market positioning, strategic decisions, or supply-chain assumptions.
Become a premium subscriber →EVENTS & ROUNDTABLES
Sponsor an analyst event
Webinar series, virtual roundtables, and physical analyst dinners co-produced with Techstrong Events and Techstrong Learning. Reach the right semiconductor decision-makers.
Sponsor an event →FUTURUM ADVISORY
Independent analysis from working analysts.