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Tag: foundry

Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026
 

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
Futurum Research
TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth
January 16, 2026
 

TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth

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
Adobe MAX 2025: Will Adobe’s Platform Approach Resonate with Enterprises?
November 3, 2025
 

Adobe MAX 2025: Will Adobe’s Platform Approach Resonate with Enterprises?

Futurum's Keith Kirkpatrick and Nick Patience analyze Adobe MAX 2025, highlighting its enterprise focus, Firefly AI expansion, GenStudio enhancements, and focus on trust, governance, and flexible AI pricing....
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Intel Q3 FY 2025: Revenue Beat, AI Partnerships, Foundry Progress
October 24, 2025
 

Intel Q3 FY 2025: Revenue Beat, AI Partnerships, and Foundry Progress

Futurum Research analyzes Intel’s Q3 FY 2025 revenue beat, AI partnerships, supply prioritization, and 18A/packaging progress, with Q4 guidance reflecting server mix and early next-gen client ramps....
Futurum Research
July 28, 2025
 

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
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Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts
April 29, 2025
 

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

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....
Richard Gordon
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Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?
April 10, 2025
 

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through...
Olivier Blanchard
Intel’s Q3 2024 Earnings Release: Restructuring and Investments
November 4, 2024

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and...
Dr. Bob Sutor
GlobalFoundries Advances Energy Efficiency with Efficient Partnership
September 6, 2024

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that...
Dr. Bob Sutor
GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery
May 8, 2024

GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery

The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the...
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Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat
April 26, 2024

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the...
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CHIPs Act Update: US Secures Domestic Production of Advanced Chips
April 19, 2024

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production....
Olivier Blanchard

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