On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on GlobalFoundries’ recent GTS 2023 event, unveiling the silicon revolution and taking an inside look at how the company is “Delivering a New Era of More.”
On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG for an inside preview of the upcoming Intel InnovatiON event happening this week in San Jose, California.
The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.
The Futurum Group’s Daniel Newman and Olivier Blanchard break down the news surrounding Intel Foundry Services’ partnership with Tower Semiconductor, offering insight into how this move could impact semiconductor production.
Intel 4th Gen Xeon Scalable Processors Are Primed to Boost Data Center Performance Using Built-in Accelerators to Accelerate Key Differentiation
The Futurum Group new report, “Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities,” analyzes why built-in accelerators are a topmost differentiator for the 4th Gen Intel Xeon Scalable processors.
Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
