Markets
Earnings analysis, market sizing, and semiconductor industry data.
Could AMD Quarterly Sales Top Intel for First Time in Q4?
Intel and AMD have both announced Q3 sales figures and with it projected fourth quarter sales, and it looks like AMD is set to make history and outsell Intel for the first time. AMD projects fourth-quarter revenue of $17 billion, plus or minus 3%. By contrast, Intel has forecast revenue between $15 billion and $16 […]
Andy Patrizio · Nov 4, 2026 · 2 min
Intel Preps Nova Lake for High-End Desktop
Intel is preparing to address a major hole in its product line, high-performance desktop processor market. Intel has let the lineup fall behind and give ground to AMD, but it is looking to change that. Speaking during Intel’s third quarter 2026 earnings call, CFO David Zinsner acknowledged that the company’s existing desktop portfolio has gotten […]
Andy Patrizio · Nov 4, 2026 · 2 min
Intel Shares Tumble After Factory Blast and Weak Forecast Deepen Supply Woes
Intel Corp. shares tumbled roughly 20% in extended trading Thursday after the semiconductor giant issued a fourth-quarter revenue outlook that fell sharply below Wall Street estimates, weighed down by an operational disaster in Israel and a prolonged slump in personal computer demand. The company forecast fourth-quarter revenue between $15 billion and $16 billion, significantly trailing […]
Jon Swartz · Oct 30, 2026 · 2 min
Oracle Expands AI Cloud with Multi-Gigawatt NVIDIA Deal and Rivals’ Chips
Oracle Corp. announced a significant expansion of its artificial intelligence (AI) cloud infrastructure on Tuesday, a multi-gigawatt partnership centered on NVIDIA Corp.’s Vera Rubin platform alongside a diversification push into hardware from Google, Cerebras Systems Inc., and SambaNova Systems Inc. The announcements at Oracle’s annual AI World conference in Las Vegas underscore the company’s bid […]
Jon Swartz · Oct 28, 2026 · 2 min
Broadcom Enlists Wall Street Giants in $63 Billion Deal to Fund Anthropic AI Chips
Chipmaker Broadcom Inc. has orchestrated a hefty $63 billion financing package with a syndicate of powerhouse Wall Street lenders to supply artificial intelligence (AI) hardware to Anthropic, the companies announced Monday. The transaction brings together Bank of America Corp., Blackstone Inc., Citigroup Inc., and Morgan Stanley to fund the immense capital expenditures required to train […]
Jon Swartz · Oct 27, 2026 · 2 min
Amazon Releases Open-Source TorchNeuron to Take on NVIDIA
Seeking to erode NVIDIA Corp.’s dominance in artificial intelligence (AI), Amazon.com Inc. has introduced a new software tool designed to allow AI models to run on its custom chips with minimal code modifications. The software, named TorchNeuron, lets developers execute code written in PyTorch, the industry’s most popular open-source AI framework, on Amazon’s proprietary Trainium […]
Jon Swartz · Oct 20, 2026 · 3 min
CXMT Targets Server Memory Market With New Architecture
China’s ChangXin Memory Technologies (CXMT) is continuing its rapid assault on the DRAM market, unleashing a torrent of new supplies into markets that desperately need it. Its latest development is a new DDR5 server memory module planned for the end of 2026. The company is preparing to expand into the high-end server memory market with […]
Andy Patrizio · Oct 13, 2026 · 2 min
SpaceX Closes the Final Gap to Become America’s First Satellite-Terrestrial Carrier
SpaceX achieves major milestone with Starlink Mobile spectrum acquisition and Gen2 constellation approval, enabling full-stack satellite internet.
FuturumAI · Oct 9, 2026 · 5 min
Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark
Thales secures Ireland’s first Recognised Air Picture system with advanced GM400α radars, strengthening sovereign defence capabilities through 2027.
FuturumAI · Oct 2, 2026 · 4 min
AMD Acquires World Labs for $8.2 Billion to Design Silicon Around World Models
AMD acquires World Labs in an $8.2 billion all-stock deal, adding Fei-Fei Li as chief scientist to design future AI silicon around world models.
Brendan Burke · Sep 30, 2026 · 7 min
Alibaba Unveils China’s ‘Most Powerful’ AI Chip Ahead of U.S.-China Summit
Alibaba Group introduced its most advanced artificial intelligence (AI) chip to date on Tuesday, as well as ambitious plans to train a massive next-generation AI model. The blitz reflects China’s accelerating push toward technological self-reliance, coming just days ahead of a closely watched summit between Chinese and U.S. leaders. Speaking at Alibaba Cloud’s annual flagship […]
Jon Swartz · Sep 22, 2026 · 3 min
NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min
Ricoh’s Atsugi Bet: Can Supply Scale Unlock Channel Growth?
Ricoh’s Atsugi facility investment doubles inkjet production capacity by 2028, addressing critical channel partner supply needs in a booming industrial
FuturumAI · Sep 18, 2026 · 5 min
SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min
EY: Supply Chain AI Has a Deployment Problem
EY report reveals Supply Chain AI investment surge, but only 37% report measurable impact. Discover the deployment gap and key solutions.
FuturumAI · Sep 16, 2026 · 5 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
AI Data Center Buildout Could Reach $31.6T by 2050
Despite considerable resistance from residents near construction sites, the global artificial intelligence boom is projected to reach a total of $31.6 trillion by 2050, according to a new report from PwC, and possibly as much as $50 trillion. PwC’s Global Data Centre Outlook estimates that annual spending on data center infrastructure will increase from roughly […]
Andy Patrizio · Sep 9, 2026 · 3 min
Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min
HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
HCLTech’s Semiconductor Lab opens in Bengaluru with Rs. 185 crore investment, targeting $25.7B channel opportunity in advanced post-silicon engineering.
FuturumAI · Sep 8, 2026 · 5 min
Thales-KSSL Rocket Deal: A Sovereign-Security Signal for Cyber Buyers
Thales-KSSL alliance creates sovereign-security signal for cyber buyers evaluating trusted defence technology partners across India.
FuturumAI · Sep 4, 2026 · 5 min