Category: Semiconductors and Components

Lenovo’s New ThinkCentre Desktops Showcase On-Device AI Improvements

The New ThinkCentre Desktops Are Powered by AMD Ryzen PRO 8000 Series Desktop Processors

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Lenovo’s decision to lean into on-device AI’s system improvement value proposition for the enterprise.

Devices, Operating Systems, PCs and Devices, Semiconductors and Components

April 25, 2024

Olivier Blanchard

Meta’s Horizon OS Aims to Scale, Speed App Development for XR Segment

Horizon OS Is Meta’s Overdue Horse-Before-Cart Moment for XR Adoption

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream market XR adoption strategy.

AR/VR, Devices, Innovation, Metaverse, Mobile Devices, Operating Systems, Semiconductors and Components

April 24, 2024

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

The Six Five team discusses Arm says CPUs can save 15 percent of total datacenter power.

AI, Business Information, Semiconductors and Components

April 24, 2024

Does AMD Really Have a Datacenter AI GPU Problem?

The Six Five team discusses does AMD really have a Datacenter AI GPU problem?

AI, Business Information, Semiconductors and Components

April 24, 2024

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.

Business Information, Semiconductors and Components

April 22, 2024

Six Five Webcast

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.

AI, Business Information, Devices, Mobile Devices, Semiconductors and Components

April 22, 2024

Steven Dickens and Guy Currier

The Role of AMD in Google Cloud’s Next-Gen Offerings

AMD Reveals New Compute Opportunities at Google Cloud Next

Steven Dickens, VP and Practice Leader, and Guy Currier, CTO, highlight the transformative impact of the collaboration between AMD and Google Cloud in the public cloud sector.

Collaboration, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 19, 2024

Olivier Blanchard

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

TSMC, Samsung, and Intel All Announced Agreements

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.

Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

April 17, 2024

Apple M4 Chips & New Macs

The Six Five team discusses Apple M4 chips & new Macs.

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

April 17, 2024

TSMC Gets $6.6 billion CHIPS Act Funding

The Six Five team discusses TSMC Gets $6.6 billion CHIPS Act funding.

Business Information, Semiconductors and Components

April 16, 2024