Category: Semiconductors and Components

September 3, 2024

Daniel Newman

Six Five Webcast

Talking Special Guest, NVIDIA, VMware Explore, Salesforce, Dell, Pure Storage, HP

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.

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

August 29, 2024

Daniel Newman & Six Five Media

Research Note

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships, innovations, and challenges as these companies navigate the rapidly evolving semiconductors, AI, cloud computing, cybersecurity, and advanced manufacturing sectors.

AI, Cloud, Cybersecurity, Semiconductors and Components

August 28, 2024

Daniel Newman

Video Research Note

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market

AI, Business Information, Semiconductors and Components

August 28, 2024

Daniel Newman

Video Research Note

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

The Six Five team discusses Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

AI, Business Information, Semiconductors and Components

August 28, 2024

Daniel Newman

Video Research Note

NVIDIA Earnings Predictions

The Six Five team discusses NVIDIA Earnings Predictions

Business Information, Semiconductors and Components

August 28, 2024

Daniel Newman

Video Research Note

Synopsys Q3FY24 Earnings

The Six Five team discusses Synopsys Q3FY24 Earnings

Business Information, Semiconductors and Components

August 27, 2024

Daniel Newman

Six Five Webcast

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from OpenAI, the size of the AI GPU and ASIC Market, the Windows recall date and the massive downward job revision.

AI, Business Information, Enterprise Applications, Innovation, Mergers and Acquisitions, Semiconductors and Components, Sustainability, Markets, and Policy

August 27, 2024

Camberley Bates

Research Note

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline

Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on AI data pipelines and energy efficiency, highlighting future industry trends.

AI, Data Center, Data Storage and SAN, Semiconductors and Components

August 26, 2024

Steven Dickens

Infrastructure Matters

AI Acceleration News from IBM at Hot Chips – Infrastructure Matters, Episode 52

Chris Berry and Susan Eickhoff, leading figures in processor development at IBM, join Steven Dickens to share insights on IBM's groundbreaking AI acceleration technologies presented at Hot Chips.

AI and Data Analytics, Emerging Technologies, Semiconductors and Components

August 23, 2024

Dr. Bob Sutor

Research Note

Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand

Synopsys Posts a Solid Third Quarter in Fiscal Year 2024, Reporting Robust Revenue Growth, Yet Faces Potential Challenges in Sustaining Momentum Across Its Core Business Units

Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the sustained demand that fueled their strong financial performance.