Markets
Earnings analysis, market sizing, and semiconductor industry data.
AMD Continues to Nibble Away at Intel’s Market Share
AMD continued to nibble away at Intel market share in the first quarter of 2026 with some bigger bites than usual, particularly on the server side, where it made considerable inroads year over year. The Q1 2026 numbers from Mercury Research, a market research firm specializing in semiconductor sales, found that Intel’s overall share of […]
Andy Patrizio · Jun 4, 2026 · 2 min
Techstrong Semi: Why This Matters Now
Last week, Futurum announced its intent to acquire Enterprise Technology Research (ETR). This week, we’re launching Techstrong Semi. On the surface, those may look like unrelated developments. One is an acquisition that adds one of the industry’s most respected sources of enterprise technology spending intelligence to Futurum. The other is a new media property focused […]
Daniel Newman · Jun 2, 2026 · 5 min
Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 min
Microsoft 365 Copilot’s Redesign Raises the Bar for Embedded Enterprise AI
Microsoft 365 Copilot’s Redesign transforms enterprise AI with unified workspace, adaptive features, and Work IQ intelligence layer driving.
Keith Kirkpatrick · Jun 2, 2026 · 4 min
Are Mid-Market AI Budgets Doomed to Complexity Tax, Or Is a Simpler Path Emerging?
Discover how integrated AI solutions help mid-market companies overcome complexity tax and accelerate ROI faster than traditional approaches.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
SAP Bets on Autonomous CX: Will Advanced Success Plan Redefine Outcome-Driven CRM?
SAP’s Advanced Success Plan redefines outcome-driven CRM with AI-powered autonomous customer experience transformation and measurable ROI.
Keith Kirkpatrick · May 29, 2026 · 4 min
Amazon Lands $6B Cloud Deal from Snowflake in Massive AI Hardware Push
Amazon Web Services (AWS) has secured a $6 billion, five-year […]
Jon Swartz · May 28, 2026 · 3 min
Arm Under FTC Investigation as Chipmaker Moves into Developing AI Hardware
Arm Holdings is under investigation by the US Federal Trade Commission as regulators examine whether the British semiconductor company is using its dominant position in processor architecture to disadvantage competitors. The inquiry focuses on Arm’s licensing business, which supports much of the global smartphone sector and increasingly the AI computing market, including
James Maguire · May 18, 2026 · 3 min
Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins
Microchip Q4 FY 2026 earnings beat expectations, data center connectivity wins, and guidance reflecting improving demand and utilization.
Brendan Burke · May 11, 2026 · 5 min
Global Chip Sales Surge in Q1 as March Sales Rise 79.2% Year-Over-Year
There appears to be nothing stopping semiconductor sales, not war, not economic uncertainty, and not supply shortages. According to the Semiconductor Industry Association (SIA), global semiconductor sales in the first quarter of 2026 were $298.5 billion, up 78% over the $167.7 billion reported in Q1 2025. Traditionally, the period from Q4 to Q1 of the following
Andy Patrizio · May 7, 2026 · 1 min
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
Lattice Q1 FY 2026 earnings show compute momentum and improving embedded demand, with AMI adding firmware and control scope.
Brendan Burke · May 6, 2026 · 5 min
NXP Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?
NXP Semiconductors posted 12% YoY revenue growth to $3.18B in Q1 2026, fueled by automotive and industrial demand, and exited the MEMS Sensors business for $878M. The question is whether focused execution can outrun cycle volatility.
Olivier Blanchard · Apr 30, 2026 · 4 min
Intel Reports Better-Than-Expected Results Due to Strong AI Demand
One year after people began preparing Intel’s obituary, they’re tearing it up, as the company has posted a remarkable turnaround in fortune.In the first quarter of 2026, Intel’s revenue rose 7% to $13.6 billion, more than $1 billion higher than Wall Street expected. Intel’s non-GAAP earnings per share (which excludes one-time
Andy Patrizio · Apr 28, 2026 · 2 min
STMicroelectronics Q1 FY 2026 Earnings Show Early AI and Satellite Upside
STMicroelectronics Q1 FY 2026 results point to improving demand, expanding AI data center, and an elevated investment posture into FY 2026.
Brendan Burke · Apr 27, 2026 · 5 min
NVIDIA Raises AI Bet with $2 Billion Investment in Cloud Provider Nebius
NVIDIA Corp. announced a $2 billion investment in Nebius Group NV, a sizable expansion of its strategy to bankroll the infrastructure providers that buy its chips. The deal, announced Wednesday, sent Nebius shares surging 10% as the two companies enter a strategic partnership to build hyperscale artificial intelligence (AI) factories. The collaboration is to develop a
Jon Swartz · Mar 11, 2026 · 2 min
Microchip Q3 2026 Earnings Signal Mix Shift to Networking and Data Center
Microchip Technology’s Q3 fiscal 2026 results — $1.186B in net sales and 60.5% non-GAAP gross margin — mark a pivotal turning point as the vendor pivots toward networking, FPGAs, and data center growth.
Brendan Burke · Feb 9, 2026 · 4 min
Uncle Sam Bought Into Intel—And It’s About Time
The news broke after Friday’s closing bell while Wall Street […]
Jack Poller · Aug 26, 2025 · 3 min