Category: Processors

April 2, 2024

Daniel Newman

Video Research Note

China’s Crackdown on AMD & Intel Chips

The Six Five team discusses China’s Crackdown on AMD & Intel Chips.

AI, Processors, Regulations and Policy, Semiconductors and Components

February 6, 2024

Daniel Newman

Video Research Note

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing.

PCs and Devices, Processors, Semiconductors and Components

February 5, 2024

Olivier Blanchard

Market Insight Report

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.

5G, AI, AR/VR, Customer Experience, Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations, IoT, PCs and Devices, Processors, Semiconductors and Components

February 5, 2024

Daniel Newman and Olivier Blanchard

Research Note

Qualcomm Q1 2024 Earnings

A Return to Growth and a Validation of the Company’s Diversification Strategy

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.

5G, AI, AR/VR, Communications Networks, Customer Experience, Devices, Digital Home, Edge Networking, IoT, Metaverse, Mobile Devices, PCs and Devices, Processors, Semiconductors and Components

February 1, 2024

Olivier Blanchard

Research Note

AMD Q4 2023 Earnings Highlight a Strong Finish

The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024

The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.

AI, Business Information, Data Infrastructure, Devices, PCs and Devices, Processors, Semiconductors and Components

January 29, 2024

Olivier Blanchard

Analyst Insight

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Automotive Tech, Micromobility, AI, and the Shift from Device Design to Space-Defined Experiences Dominated at This Year’s Show

Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024.

5G, AI, AR/VR, Customer Experience, Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations, IoT, PCs and Devices, Processors, Semiconductors and Components

January 16, 2024

Daniel Newman

Video Research Note

Arm’s “Blackhawk” New CPU Core

The Six Five team discusses Arm’s “blackhawk” new CPU core.

Business Information, Processors, Semiconductors and Components

December 14, 2023

Olivier Blanchard

Research Note

Semtech Q3 FY 2024 Earnings

Bloated Inventories Still Saddle Recovery with Growth Asymmetries

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand.

Business Information, Data Center, Edge Networking, IIoT, IoT, IoT Devices, IoT Security, IT Infrastructure, Processors, Semiconductors and Components

December 12, 2023

Olivier Blanchard

Research Note

Big Stakes in Tumultuous VLSI vs. Intel $2.8B Patent Infringement Case

US Appeals Court Overturns Award to VLSI: What Are the Geopolitical Implications?

Olivier Blanchard, Research Director at The Futurum Group, reviews the partial reversal of the $2.8B LVSI versus Intel patent infringement case, discussing how this litigation could erode the US IP system.

Processors, Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

December 7, 2023

Olivier Blanchard

Research Note

Samsung Galaxy Watch Highlights the Value of Accessibility Innovation

In Honor of International Day of Persons with Disabilities, Samsung Highlighted the Galaxy Watch’s Innovative Touch-Free Universal Gestures Feature

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Galaxy Watch Universal Gestures suggests that intuitive touch-free UI is quietly becoming a core throughline of mainstream smartwatch adoption.