About Ray Wang

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So far Ray Wang has created 4 blog entries.

Futurum’s New Silicon Data Helps Vendors Understand Complex AI Hardware Supply Chain for Strategic Planning — Report Summary

Futurum’s New Silicon Data provides clear visibility into the global AI hardware landscape, combining performance metrics, supply-chain capacity, and vendor analytics in one unified dataset. Covering everything from foundry nodes and HBM packaging to system-level efficiency, it helps executives and investors quantify real performance, cost, and availability risks across competing AI platforms.

By |2025-11-13T09:00:00-05:00November 13, 2025|Research Report, Supply Chain|0 Comments

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

NVIDIA reported record Q2 FY 2026 revenue of $46.7 billion, a 56% year-over-year increase driven by massive demand for the Blackwell platform and a surge in networking revenue. The company's strategic expansion into sovereign AI and robotics, coupled with a strong Q3 outlook, reinforces its leadership in the global AI infrastructure market.

By |2025-08-28T09:00:00-04:00August 28, 2025|AI Silicon, Analysis, Supply Chain|0 Comments

Data Center Semiconductor Market Is Set to Exceed $500 Billion in 2029, Pushed by Global Compute Buildouts

Futurum research projects that the global data center semiconductor market will grow at a 21.6% CAGR to exceed $500 billion by 2029. The growth is primarily driven by massive investments in AI compute and the expansion of GPU and XPU markets, with NVIDIA maintaining a dominant share.

By |2025-08-25T09:00:00-04:00August 25, 2025|Market Data, Research Report|0 Comments

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

Intel reported Q2 FY 2025 revenue of $12.9 billion, surpassing expectations, but saw its margins pressured by significant one-time restructuring charges and a strategic foundry reset. Under CEO Lip-Bu Tan, the company is prioritizing operational discipline and cost-cutting, including a workforce reduction and the cancellation of several global manufacturing projects.

By |2025-07-28T09:00:00-04:00July 28, 2025|AI Silicon, Analysis|0 Comments
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