Category: Semiconductors and Components

Jitendra Mohan, CEO, and Thad Omura, CBO, at Astera Labs join Patrick Moorhead to share their insights on scaling AI infrastructure with their new Scorpio Smart Fabric Switch Portfolio and reflect on the company's growth and IPO journey.
The Six Five team discusses NVIDIA-Accenture Tie Up
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Vast Data, Robotic Ports, Nvidia-Accenture, iPhone, GenAI, AMD, Qualcomm, Intel, and Microsoft.
AMD Discusses Its AI Acceleration Strategy, Growth in Data Center GPUs, and Future Roadmap at the Goldman Sachs Communacopia Conference
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on AMD's rapid AI-driven growth, strategic acquisitions, and the company's ambitious vision at the Goldman Sachs Communacopia Conference.
The Six Five team discusses Intel Lunar Lake Benchmarks
The Six Five team discusses GSA US Executive Forum
The Six Five team discusses Micron Q4FY24 Earnings
Daniel Newman and Patrick Moorhead share insights on key developments from Salesforce’s Dreamforce event, T-Mobile's AI advancements, and Intel’s latest wins in AI and government contracts. Learn how these moves impact the tech industry’s future.
Vendor Augments GlobalFoundries Fotonix Catalog with Integrated Photonics Products
Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at the announcement by Enosemi regarding GlobalFoundries and explains why this is relevant to quantum computing and networking.
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.
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.
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.

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