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Category: Processors

The Six Five team discusses Apple extends Qualcomm licensing.
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.
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.
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.
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.
The Six Five team discusses Arm’s “blackhawk” new CPU core.
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.
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.
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.
The New Workstation Graphics Card Targets Next-Generative AI Design, Engineering, and Content Creator Market
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on AMD’s new sub-$1K Radeon Pro W7700 graphics card designed for next-gen AI-powered design, engineering, and creative applications.