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Category: Processors

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.
MediaTek’s Dimensity 9300 Goes After Qualcomm’s Snapdragon 8 Gen 3 with Impressive AI-Forward Specs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon mobile platform to date.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.
The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast.
The Six Five team discusses AMD Q3 Earnings results in this highlight from episode 191 of the Six Five Webcast.
AMD Q3 2023 Earnings Point to a Normalizing Chip Market and Strong Tailwinds for AI
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for AMD across all segments.
Qualcomm’s New PC Platform and Custom CPU Could Pose a Real Challenge to x86 and Go Head-to-Head with Apple Silicon
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Qualcomm’s impressive new Snapdragon X Elite PC platform and Oryon CPU take aim at x86 and Apple silicon to redefine PCs for the era of on-device AI.