Login

Category: Semiconductors and Components

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
Daniel Newman

The Six Five Pod | EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google's antitrust issues, IBM and Nvidia's White House announcements, Taiwan's semiconductor regulations, and Intel's Foundry Day. The hosts debate the consolidation of AI into big tech and its need for regulation. They analyze recent earnings reports from major tech companies, highlighting strong performances in enterprise AI and cloud services. The podcast concludes with a preview of their upcoming Six Five Summit, featuring industry leaders like Michael Dell.
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
Alex Smith
Alex Smith

TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Based on the Most Recent Announcements Regarding Tariffs, an Overview of Which Sectors and Vendors Will Be Most Impacted
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to respond, and what potential tariffs are still to come.
Lightmatter: Solving How to Interconnect Millions of Chips
Ron Westfall

Lightmatter: Solving How to Interconnect Millions of Chips

Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
The Six Five Pod | EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
Daniel Newman

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Richard Gordon
Richard Gordon

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
Richard Gordon
Richard Gordon

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel Vision 2025 Why Physical AI Beckons for Intel
Ron Westfall

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
Mitch Ashley
Alex Smith
Keith Townsend
Nick Patience, Keith Kirkpatrick, Mitch Ashley, Alex Smith & Keith Townsend

Google Cloud Next 2025: The Yellow Brick Road to AI Transformation

Google’s AI Ambitions Expand Beyond the Cloud as It Builds an Interoperable Ecosystem for Agent Communication, Application Management, and On-Premises AI Deployment
Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las Vegas.
Cloud Repatriation, AI Challenges and the Future of Enterprise Tech - Six Five Webcast - Infrastructure Matters
Camberley Bates
Dion Hinchcliffe
Keith Townsend
Camberley Bates, Dion Hinchcliffe & Keith Townsend

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector.
The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
Daniel Newman

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.
Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position
Olivier Blanchard
Olivier Blanchard

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.