Category: Processors

Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
The Six Five Team discusses recent published benchmarks from Hugging Face on Intel Habana 2 compared to NVIDIA H100 and A100.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Chris Tobias, GM, Americas Technology Leadership/Global Platform ISV Account Team at Intel Corporation for a conversation during VMWare Explore in Las Vegas.
In our latest white paper, Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities, The Futurum Group's Ron Westfall assess why Intel’s 4th Gen Xeon Scalable processors and Intel’s strategic approach of embedding a diverse array of accelerators is key to enabling breakthroughs such as vast improvements in per-core performance.
The Six Five team discusses NVIDIA Siggraph Announcements.
AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
Amdocs Survey Finds Consumers Want More AR and MR Tech, but Need More Education and Guidance
The Futurum Group Industry Analyst Michael Diamond discusses Intel’s recently unveiled new 14th-generation Intel Meteor Lake CPUs that are built on 4-nanometer processes versus its 13th Generation Raptor Lake chips that are built on the 7-nanometer process.
The Six Five team discusses NVIDIA Q1 Earnings.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple, AMD, Qualcomm, Lattice, Zoho and Microsoft.
Randy Kerns, senior strategist at Futurum Research (formerly known as Evaluator Group), recaps Nyriad’s new UltraIO storage system exhibited at NAB 2023 and shares his thoughts on what makes UltraIO valuable to customers.