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Category: Semiconductors, Supply Chain, & Emerging Tech

AI PCs, Ryzen, and the Next Frontier in Personal Computing - Six Five On The Road
Daniel Newman

AI PCs, Ryzen, and the Next Frontier in Personal Computing – Six Five On The Road

Jack Huynh, SVP and GM at AMD, joins the Six Five On The Road to discuss AMD's innovative strides in AI PCs, Ryzen, and next-gen personal computing, spotlighting COMPUTEX announcements.
The Six Five Pod | EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
Daniel Newman

The Six Five Pod | EP 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race

On episode 265 of The Six Five Pod, Patrick Moorhead and Daniel Newman, hosts of the Six Five podcast, dive into the latest tech news and trends. They discuss HPE Discover highlights, OpenAI's legal battles with Microsoft, and Amazon's AI-driven workforce changes. The hosts debate the ethics of AI companies using web data for training and analyze Intel's strategic shifts under new leadership. They also explore Micron's strong earnings and Nvidia's continued dominance in the AI chip market. Throughout, Patrick and Daniel offer insightful commentary on the rapidly evolving tech landscape, punctuated with their signature banter and industry expertise.
Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI
Olivier Blanchard
Olivier Blanchard
,

Meta and Oakley Launch Performance AI Glasses With 3K Video and Built-in Meta AI

Meta and Oakley Introduce Oakley Meta HSTN, a New Category of Performance AI Glasses Tailored for Athletes and Fans
Olivier Blanchard, Research Director at Futurum, shares insights on Oakley Meta HSTN - smart glasses from Meta and Oakley that blend AI, 3K video, and sport-focused design for hands-free performance and real-world utility.
New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations
Ray Wang
,

New Coherent Femtosecond Laser Targets Medical, Bioimaging Integrations

Coherent’s Fiber-Based Femtosecond Laser Enters the Market With Sub-350 Fs Performance and Low Power Draw for Precision in Optogenetics and Microsurgery
Ray Wang, Research Director at Futurum, explores how Coherent’s Osprey laser brings precision and efficiency to microsurgery, optogenetics, and device manufacturing.
Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?
Ray Wang
,

Will Coherent’s Air-Cooled Laser Raise the Bar in Polymer Welding?

Coherent Launches COMPACT EVOLUTION AC, a 500 W Air-Cooled Diode Laser for Industrial Applications
Ray Wang, Research Director at Futurum, shares his insights on Coherent’s launch of the COMPACT EVOLUTION AC laser system and its implications for polymer welding, industrial integration, and production line efficiency.
Can Arm’s Zena CSS Reshape Automotive AI Development Timelines
Olivier Blanchard
Olivier Blanchard
,

Can Arm’s Zena CSS Reshape Automotive AI Development Timelines?

Focus on Accelerating Software-Defined Vehicle Development with Standardized Compute Subsystems
Olivier Blanchard, Research Director at Futurum, shares insights on Arm’s Zena Compute Subsystems, which help automakers cut vehicle launch time by a year and scale AI capabilities across software-defined vehicles.
AMD Extends AM4 Lifespan With Latin America-Only Ryzen 5 5500X3D
Olivier Blanchard
Olivier Blanchard
,

AMD Extends AM4 Lifespan With Latin America-Only Ryzen 5 5500X3D

AMD Introduces the Ryzen 5 5500X3D, a 6-Core Zen 3 CPU With 3D V-Cache, Designed Exclusively for the Latin American Market To Serve Budget-Conscious PC Gamers
Olivier Blanchard, Research Director at Futurum, shares insights on AMD’s Latin America-exclusive Ryzen 5 5500X3D and what the move says about the company’s long-term support for the aging AM4 platform.
AMD Expands Telecom Role as Nokia Selects EPYC for 5G Cloud Platform
Olivier Blanchard
Olivier Blanchard
,

AMD Expands Telecom Role as Nokia Selects EPYC for 5G Cloud Platform

Nokia Expands Its Cloud Platform Capabilities With AMD’s 5th Gen EPYC Processors, Boosting Performance and Energy Efficiency for Next-Gen Telecom Networks
Olivier Blanchard, Research Director at Futurum, shares insights on how Nokia’s adoption of AMD’s 5th Gen EPYC processors strengthens 5G cloud infrastructure with improved performance and energy efficiency.
Marvell Expands Custom AI Portfolio with Launch of 2nm Custom SRAM
Ray Wang
,

Marvell Expands Custom AI Portfolio With Launch of 2nm Custom SRAM

New Memory Offering Aims To Improve Power, Area, and Bandwidth for AI Infrastructure Silicon
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s 2nm custom SRAM and how it enhances power efficiency, die area savings, and bandwidth for custom XPUs powering next-gen AI infrastructure.
Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025
Olivier Blanchard
Olivier Blanchard
,

Synopsys Demonstrates PCIe 6.x Interoperability With Broadcom at PCI-SIG DevCon 2025

Synopsys and Broadcom Demonstrate PCIe 6.x Interoperability at 64 GT/S, Targeting AI Scale-up
Olivier Blanchard, Research Director at Futurum, shares his insights on Synopsys demonstrating PCIe 6.x interoperability with Broadcom, reducing design risk and accelerating AI and HPC system deployment.
Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency
Ray Wang
,

Marvell Advances Chip-Level Power Integration for AI and Cloud Efficiency

Marvell’s PIVR Aims to Transform Power Delivery with Pre-Validated Integrated Offerings
Ray Wang, Research Director at Futurum, shares his insights on Marvell’s PIVR power offerings, which aim to improve efficiency and performance in AI and cloud infrastructure through chip-level voltage regulation.
Powering the AI Engine: AMD Instinct, ROCm and Real-World Wins - Six Five On The Road
Daniel Newman

Powering the AI Engine: AMD Instinct, ROCm and Real-World Wins – Six Five On The Road

Andrew Dieckmann and Anush Elangovan from AMD join Patrick Moorhead and Daniel Newman to share their insights on enhancing AI development through open source, rapidly evolving hardware, and AMD's strategic moves in the AI infrastructure space.
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