Category: 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.

AI, Cloud, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Broadcom Q3FY24 Earnings

The Six Five team discusses Broadcom Q3FY24 Earnings

AI, Business Information, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

The Six Five team discusses Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

Business Information, Processors, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Qualcomm 8-Core Copilot+ Chip Announcement

The Six Five team discusses Qualcomm 8-Core Copilot+ Chip Announcement

AI, Business Information, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Intel Lunar Lake Copilot+ Chip Announcement

The Six Five team discusses Intel Lunar Lake Copilot+ Chip Announcement

AI, Business Information, Semiconductors and Components

September 10, 2024

Daniel Newman

Video Research Note

Latest NVIDIA DOJ Antitrust Conversations

The Six Five team discusses Latest NVIDIA DOJ Antitrust Conversations

Business Information, Regulations and Policy, Semiconductors and Components

September 9, 2024

Daniel Newman

Six Five Webcast

Talking NVIDIA, Intel, Qualcomm, Broadcom and HPE

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Broadcom and HPE along with Chip announcements from Intel and Qualcomm.

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

September 6, 2024

Dr. Bob Sutor

Research Note

GlobalFoundries Advances Energy Efficiency with Efficient Partnership

GlobalFoundries Supports Formerly Stealth Startup to Manufacture Lower-Power CPUs

Dr. Bob Sutor, Vice President and Practice Lead of Emerging Technologies at The Futurum Group, looks at Carnegie Mellon University-connected startup Efficient’s partnership with GlobalFoundries to manufacture a processor that Efficient claims is up to 166x more energy-efficient than industry-standard embedded CPUs.