Category: Semiconductors and Components

September 30, 2024

Daniel Newman

Six Five Webcast

Talking Microsoft & Google, HP, GSA, Micron, NetApp, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HP Imagine 2024 and NetApp Insight 2024, along with Microsoft & Google, GSA, Micron, & Intel.

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

September 27, 2024

David Nicholson & Daniel Newman

Research Note

Lattice Semiconductor Appoints Ford Tamer as New Chief Executive Officer

Ford Tamer, Lattice’s New CEO, Will Lead the Company and Position It for Future Growth and Innovation in the Semiconductor Industry

David Nicholson, Chief Technology Advisor at The Futurum Group, shares insights on the appointment of Dr. Ford Tamer as Lattice Semiconductor's new CEO, analyzing what it means for the company’s future and his extensive leadership background in the tech industry.

Innovation, Semiconductors and Components

September 25, 2024

Daniel Newman & Six Five Media

Research Note

AI, Antitrust, and Chip Wars – A Recap from The Six Five Webcast

In Episode 231 of The Six Five Podcast, Daniel Newman and Patrick Moorhead break down NVIDIA's antitrust probe, Intel’s new Lunar Lake chip, Broadcom’s AI growth, and Qualcomm’s competitive AI PC push in a rapidly evolving tech landscape.

Advanced Computing, AI, Processors, Regulations and Policy, Semiconductors and Components

September 24, 2024

Daniel Newman

Video Research Note

Intel’s Crazy News Week, Including A Qualcomm Acquisition?

The Six Five team discusses Intel’s Crazy News Week, Including A Qualcomm Acquisition?

Business Information, PCs and Devices, Semiconductors and Components

September 23, 2024

Daniel Newman

Six Five Webcast

Talking Salesforce, Intel, TMobile, HPE, Apple, Microsoft & BlackRock

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Salesforce, Intel, TMobile, HPE, Apple, Microsoft & BlackRock.

AI, Business Information, Mobile Devices, Semiconductors and Components

September 12, 2024

Daniel Newman & Six Five Media

Research Note

Synopsys, NVIDIA, and Broadcom: Key Players in the AI Chip Revolution—A Recap from The Six Five Podcast Episode 229

Synopsys’ Q3 earnings, NVIDIA’s AI dominance, Broadcom’s OpenAI wins, the future of AI hardware, and Microsoft’s upcoming Windows Recall launch. In the latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss their innovations and market challenges.

AI, Data Center, Semiconductors and Components

September 10, 2024

Steven Dickens

Research Note

Broadcom Q3 2024: AI Revenue, VMware Merger, and Mainframe Division Overview

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.