Category: Semiconductors and Components

December 2, 2024

Broadcom AI Tales from the Lab – Six Five On The Road at SC24

Kim Leyenaar, Principal Performance Architect at Broadcom, joins David Nicholson to share her insights on the groundbreaking AI research at Broadcom, highlighting exciting developments and industry transformations.

AI and Data Analytics, Emerging Technologies, Semiconductors and Components

November 25, 2024

Daniel Newman

Six Five Webcast

Talking NVIDIA, Microsoft, Qualcomm, OpenText, Meta

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss recent events including Microsoft Ignite, OpenText World and Qualcomm Investor Days along with other tech news.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

November 22, 2024

Olivier Blanchard

Research Note

Qualcomm’s Q4 FY2024 Earnings: Strong Growth and Strategic Diversification

Qualcomm’s Remarkable Fourth-Quarter Results Highlight Its Automotive, IoT, and Handsets Advancements, Reinforcing Its Technological Leadership and Diversified Growth Approach

Olivier Blanchard, Research Director at The Futurum Group, delves into Qualcomm’s Q4 FY 2024 earnings, focusing on how strategic diversification across automotive, IoT, and handsets drove record growth and positioned the company for continued success in advanced technology markets.

5G, Advanced Computing, AI, IoT, Semiconductors and Components

November 15, 2024

Daniel Newman

Six Five Webcast

Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Qualcomm, Arm, Lattice, Cisco and much more!

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

November 13, 2024

Six Five Media

Six Five Webcast

The Impact of Power Servers at IBM TechXchange Conference – Six Five Media In the Booth

Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's next for Power, including the exciting Power11 processor.

Data Infrastructure, Emerging Technologies, Hybrid Cloud, Infrastructure, and Operations, PCs and Devices, Semiconductors and Components

November 13, 2024

Dr. Bob Sutor

Research Note

Arm Q2 FY 2025 Earnings: AI & Data Center Growth Drive Revenue

A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers

Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.

AI, Cloud, Data Center, High Performance Computing, Semiconductors and Components

November 12, 2024

Dr. Bob Sutor

Research Note

GlobalFoundries Q3 2024 Earnings: Strategic Moves in a Challenging Market

Despite Year-To-Year Revenue Decline, GlobalFoundries Builds Momentum With Strategic Partnerships and Growth in High-Demand Sectors

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and challenges in the semiconductor market.

AI, Data Analytics, Data Infrastructure, IoT, Semiconductors and Components

November 8, 2024

Dr. Bob Sutor

Research Note

Lattice Semiconductor Q3 2024 Earnings: Still Fighting Industry Headwinds

An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion

Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.

Advanced Computing, AI and Data Analytics, Computing, Edge Networking, Semiconductors and Components

November 4, 2024

Daniel Newman

Six Five Webcast

Talking Google, AMD, Microsoft, Apple, Amazon, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel.

AI, Business Information, Semiconductors and Components

November 4, 2024

Dr. Bob Sutor

Research Note

Intel’s Q3 2024 Earnings Release: Restructuring and Investments

Intel Is Undergoing a Significant Restructuring, Focusing on Investments in Artificial Intelligence and Advancements in Its Foundry Operation

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and advancements in its foundry operations.

Advanced Computing, AI, IT Infrastructure, Processors, Semiconductors and Components

November 1, 2024

Daniel Newman

Six Five Webcast

The Importance of CPU’s, Open Platforms, and the Future of AI with Cristiano Amon at Snapdragon Summit – Six Five Media On The Road

Cristiano Amon, President and CEO at Qualcomm, joins Patrick Moorhead to share his insights on the Snapdragon Summit's cutting-edge announcements. A peak into Qualcomm's future vision and the impact of Snapdragon innovations.