Futurum Research analyzes TSMC’s Q4 FY 2025 update, highlighting AI-led demand, advanced-node mix, tight capacity, and a higher FY 2026 capex plan to scale N2 and advanced packaging while sustaining...
Futurum Research analyzes Applied Materials’ Q4 FY 2025 results, highlighting AI-led mix shifts, new products in epitaxy/bonding/metrology, and services momentum....
In our latest Market Brief, Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging, developed in partnership with Applied Materials, Futurum Research explores how hybrid bonding is transforming...
Ray Wang, Research Director at Futurum, shares insights on Applied Materials Q3 FY 2025: record revenue and EPS with 48.9% gross margin, and a Q4 outlook below consensus on China...
Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions....
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