Login

Category: Semiconductors and Components

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road
Keith Townsend
David Nicholson & Keith Townsend

AMD and Solidigm Power the Open AI Ecosystem – Six Five On the Road

Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the significance of collaboration and innovation in this rapidly evolving field.
Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA
Daniel Newman

Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
Ron Westfall

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
AI PCs - June 2024Market Snapshot Report
Olivier Blanchard
Olivier Blanchard

AI PCs – June 2024 Market Snapshot Report

Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
NVIDIA Announces Mistral NeMo 12B NIM
Daniel Newman

NVIDIA Announces Mistral NeMo 12B NIM

The Six Five team discusses NVIDIA announces Mistral NeMo 12B NIM.
AMD Zen 5 Tech Day
Daniel Newman

AMD Zen 5 Tech Day

The Six Five team discusses AMD Zen 5 Tech Day.
TSMC Q2FY24 Earnings
Daniel Newman

TSMC Q2FY24 Earnings

The Six Five team discusses TSMC Q2FY24 earnings.
Communications Networks June 2024 Monthly Market Snapshot Report
Ron Westfall

Communications Networks June 2024 Monthly Market Snapshot Report

An Overview of Significant Advancements and Announcements in the Communications Networks Industry in June 2024.
Ron Westfall, Research Director of The Futurum Group, examines the top communications networks market and technology moves announced in June 2024.
AMD Acquires Silo
Daniel Newman

AMD Acquires Silo

The Six Five team discusses AMD acquires Silo.
GlobalFoundries and BAE Systems Partnership- Strengthening the Semiconductor Supply Chain
Steven Dickens

GlobalFoundries and BAE Systems Partnership: Strengthening the Semiconductor Supply Chain

Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on the strategic partnership between GlobalFoundries and BAE Systems, emphasizing its impact on national security and the semiconductor supply chain.
Become a Client

The Futurum Group

(833) 722-5337

501 West Ave., Suite 2102
Austin TX 78701

Linkedin Youtube Facebook

Welcome to The Futurum Group

Login to The Futurum Group
Login to Futurum Intelligence
Login to Futurum Labs Research Library

Thank you, we received your request, a member of our team will be in contact with you.