Category: Processors

February 1, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

AMD Revenue Hits $5.6B in Q4, Up 16% YoY, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as AMD revenue hits $5.6B in Q4, up 16% YoY, beating estimates as the chip maker heads into FY2023 following its 2022 acquisition of embedded chip vendor Xilinx.

Data Infrastructure, Processors, Semiconductors and Components

January 30, 2023

Daniel Newman

Research Note

Intel Q4 2022 and FY 2022 Results: Patience is a Virtue

Futurum’s Ron Westfall and Daniel Newman assess Intel’s financial results for the fourth quarter of fiscal 2022 and full year 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS, data center, and mobile & gaming platforms.

AI, Processors, Semiconductors and Components

January 23, 2023

Daniel Newman

Analyst Insight

CES 2023 Recap: Pressing Forward With Connectivity And Convenience

Futurum's Daniel Newman reviews CES 2023.

Digital Home, Processors

January 19, 2023

mdiamond@futurumresearch.com

Research Note

Lenovo Unveils its New ThinkPhone Leveraging Qualcomm’s Snapdragon 8+ Gen 1 SOC

Futurum analyst Michael Diamond looks at Lenovo’s new ThinkPhone, a smartphone designed for B2B users and leveraging Qualcomm’s Snapdragon 8+ Gen 1 SOC. Powerful, ruggedized, built with a security first mindset, and designed to work seamlessly with Lenovo ThinkPads – this is the real deal.

Digital Transformation, Processors

January 13, 2023

Ron Westfall

Research Note

Intel 4th Gen Xeon Scalable Processors, Max Series CPUs and GPUs Primed to Accelerate Data Center Performance and Capabilities

Futurum’s Ron Westfall examines why Intel’s new 4th Gen Xeon CPU cores and Max Series CPUs/GPUs in combination with an agile, vast array of built-in accelerators can deliver performance breakthroughs, efficiency advances, and new total cost of operation benefits throughout swiftly expanding and evolving network and edge environments. The new solutions underscore Intel’s commitment to a workload-first portfolio development strategy which bodes well for the company’s ongoing organization-wide turnaround mission.

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations, Processors, Security, Semiconductors and Components, Storage

January 12, 2023

Daniel Newman

Six Five Webcast

The Six Five On the Road “Short” at CES 2023 with Patrick Moorhead and Daniel Newman

The Six Five is at CES 2023. Hosts Patrick Moorhead and Daniel Newman provide a “Short” of their highlights and themes of the event.

AI, PCs and Devices, Processors

January 12, 2023

tweiss@futurumresearch.com

Research Note

AMD CPUs, GPUs, AI Accelerator Product Families Expanded

Futurum analyst Todd R. Weiss shares his insights as AMD’s CPUs, GPUs, AI accelerator product families are expanded as the chipmaker unveils its latest offerings for enterprises, consumers, and gamers at CES 2023.

AI, Processors, Semiconductors and Components

January 10, 2023

Daniel Newman

Futurum Tech Webcast

Qualcomm Intros Snapdragon Satellite, First Satellite-Based Solution Capable of Two-Way Messaging for Smartphones

On this episode of the Futurum Tech Webcast, Futurum principal analyst Daniel Newman is at CES 2023 and joined by Qualcomm's Durga Malladi for a conversation about the company's introduction of Snapdragon Satellite, where they are headed as they enter year four of 5G, and diversifying beyond smartphones.

5G, AI, Communications Networks, Processors

January 5, 2023

Ron Westfall

Research Note

CES 2023: Intel Unleashes 13th Gen Core Mobile Processors Aimed at Elevating Mobile Platform Experiences

Futurum’s Ron Westfall assesses why Intel’s new 13th Gen mobile processors, HX, H-series, P-series, and U-series, are poised to transform the overall laptop experience including making further inroads throughout the gaming and creator communities, while providing key differentiation against key rival AMD and its Ryzen 7000 series processors.

IoT, Processors

December 9, 2022

Ron Westfall

Research Note

Lattice Semiconductor Ready to Power Innovation across Mid-Range FPGA Market with Lattice Avant Debut

Futurum’s Ron Westfall assesses why the Lattice Avant launch sharpens Lattice’s ability to capture more mid-range FPGA business and drive innovation across the system and application developer communities, especially in addressing the growing demand for increased flexibility and efficiency in system and application design, while also delivering architectural advancements and capabilities that meet customers’ requirements in scaling and administering an expanding array of applications.

AI, Cloud, Data Management, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Machine Learning, Processors

November 29, 2022

mdiamond@futurumresearch.com

Research Note

Qualcomm Snapdragon Summit 2022 Recap

Futurum analyst Michael Diamond explores announcements coming out of Qualcomm’s Snapdragon Summit 2022 and how the company is focused on using artificial intelligence to make the user experience for smartphones, sound, gaming, and compute much richer in the future.