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Semiconductors, Computing & AI - the hardware behind the AI era

Future Markets, Inc.'s Semiconductors, Computing & AI vertical covers the entire hardware stack behind the AI era: from wafer-level fabrication, advanced packaging and IC substrates through to memory, storage, interconnect, power semiconductors, silicon photonics, neuromorphic and physical AI systems, and the compute and infrastructure that runs modern data centres.

Our subscribers use this research to set semiconductor strategy, justify capex, benchmark vendors, scope M&A, write policy on chip acts and export controls, evaluate emerging technology and inform investment decisions across the semi and computing value chain.

This vertical is our most active research programme. It sits at the Flagship tier because it is where FMI publishes most, where the underlying market moves fastest, and where subscribers cross-read most heavily between adjacent titles - silicon photonics into transceivers into co-packaged optics; advanced packaging into HBM into thermal management; power semi into automotive electronics.

This prospectus sets out what the single-vertical subscription includes, how you access it, what it costs, and how to engage. The whole-library upgrade route is also detailed at the end for teams that read across other verticals as well.

What a Semiconductors, Computing & AI subscription delivers

• Unlimited access to every FMI report in the Semiconductors, Computing & AI category - 50+ published titles across the past 18 months alone, plus the deeper back catalogue reaching to 2020.
• Site-wide licensing scaled to the buyer organisation - see “How you access the research”.
• Updated versions of existing reports throughout the subscription year - subscribers receive every revision and republication at no additional cost.
• Quarterly data updates across all core forecast models in this vertical (market size, CAGR, segment shares, company league tables).
• Excel data packs behind every forecast so subscribers can re-cut the numbers to their own segmentation.
• Quarterly subscriber-only webinars specifically on this vertical, and an annual TechVision 70 strategic briefing that includes the semi/computing landscape.
• Early access - subscribers receive new reports in this vertical 14 days before public release.
• Fixed annual fee, flat across corporate, library and government buyers: no per-seat charges, no add-on fences.

How you access the research

Every subscription is delivered through a single channel: a dedicated, access-controlled file repository, hosted on an enterprise-grade, ISO 27001-certified file-sharing platform. What this involves in practice is set out below.

What the repository contains

• Every report in the Semiconductors, Computing & AI catalogue, organised by sub-category (advanced packaging, memory, silicon photonics, power semi, AI hardware, quantum computing, etc.).
• Every new report and update published in this vertical during the subscription year, added on release.
• Updated versions of existing reports as they are revised throughout the year.
• Underlying data sets in Excel and CSV where applicable.
• A subscriber landing document: reading lists, analyst contacts, enquiry procedure and update log.
• Archive folders for subscribers with perpetual-access rights (libraries and government).

How users get in

• Primary contact receives a unique permissioned link at activation.
• Additional users are added in one of three ways: named-user invitations, institutional email-domain allowlist, or IP-range allowlist.
• Federated login via OpenAthens, Shibboleth, SAML 2.0 or SSO (Azure AD / Okta / Google Workspace) is available at no extra cost.
• Users sign in once; the browser session persists. No per-report login.

How users interact with the content

• Reports are browsed through a folder tree organised by sub-category within the vertical, plus sub-folders for data packs and archive years.
• Individual files can be previewed in-browser or downloaded as PDF.
• Whole sub-category folders can be downloaded as a zip in a single operation.
• All access is logged against the subscriber record; aggregate usage reports are issued quarterly to libraries and on request to other buyers.

Hosting and data handling

• ISO 27001-certified file-sharing infrastructure.
• Data residency in the UK or EU available on request (standard is UK).
• 99.9% availability SLA measured monthly.
• Documents are tagged PDFs meeting WCAG 2.1 AA. A formal VPAT is available on request.

Onboarding - from order to first download

• Day 0: Order signed. Invoice and welcome pack issued within one business hour.
• Day 1: Repository provisioned. Primary contact receives access link and admin-dashboard credentials.
• Day 2–5: 45-minute analyst kickoff call - custom reading list of semi/computing/AI reports, folder-structure walkthrough, enquiry procedure.
• Day 5–10 (libraries only): MARC21 records delivered, KBART file published, COUNTER 5 usage reporting activated.

End of term

• Corporate subscribers: repository access is revoked at term end unless renewed. Previously-downloaded PDFs remain with the subscriber.
• Library and government subscribers: retain perpetual read-only access to content published during any subscribed year, delivered through an archive folder.