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Category: Semiconductors and Components

DTW24: Dell and Ericsson Boost Joint Goal to Spur Telco Cloud Journeys
Ron Westfall

DTW24: Dell and Ericsson Boost Joint Goal to Spur Telco Cloud Journeys

Dell and Ericsson Team Up to Build Network Cloud Infrastructure Plans Aimed at Speeding Up CSP Cloud Transformation Journey with Joint Solutions and Services
The Futurum Group’s Ron Westfall examines why the Dell Ericsson partnership plays an integral role in ensuring that CSPs can catalyze their network cloud transformation alongside improving their business outcomes.
Synopsys Sells Off Software Integrity Division
Daniel Newman

Synopsys Sells Off Software Integrity Division

The Six Five team discusses Synopsys sells off Software Integrity Division.
AI Assistants and the Mainframe - Six Five In The Booth at IBM Think
Steven Dickens

AI Assistants and the Mainframe – Six Five In The Booth at IBM Think

Tina Tarquinio, VP at IBM, joins Steven Dickens to share her insights on leveraging AI with the mainframe to enhance productivity and modernize applications, charting the course for future innovations in IT infrastructure.
MFD 11: Juniper Choreographs AI-Native Networking Breakthroughs
Ron Westfall

MFD 11: Juniper Choreographs AI-Native Networking Breakthroughs

Juniper Unveils New AI-Native Networking Capabilities Aimed at Uplifting Proactive Insight and Automation Across Its Wireless and Wired Access Solutions
The Futurum Group’s Ron Westfall examines why the new Juniper AI-Networking Platform capabilities, such as Marvis Application Experience Insight alongside wireless/wired digital experience twinning, gives Juniper a competitive edge.
Memory’s Role in Advancing AI - Six Five On The Road at Dell Technologies World
Lisa Martin
David Nicholson & Lisa Martin

Memory’s Role in Advancing AI – Six Five On The Road at Dell Technologies World

Christina Day, Director of DRAM Product Marketing at Samsung Semiconductor, joins hosts Dave Nicholson and Lisa Martin to share her insights on how advanced memory technology is critical for accelerating and enhancing AI capabilities, highlighting the potential of Processing-In-Memory (PIM).
New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market
Olivier Blanchard
Olivier Blanchard

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market

Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung Coordinate Global Launch of Snapdragon X-Powered Windows Copilot+ PCs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically transform the PC space.
GlobalFoundries Q1/24 Earnings
Daniel Newman

GlobalFoundries Q1/24 Earnings

The Six Five team discusses GlobalFoundries Q1/24 earnings.
Arm Q4 FY24 Earnings
Daniel Newman

Arm Q4 FY24 Earnings

The Six Five team discusses Arm Q4 FY24 earnings.
Intel, Qualcomm, and Huawei Licenses
Daniel Newman

Intel, Qualcomm, and Huawei Licenses

The Six Five team discusses Intel, Qualcomm, and Huawei licenses.
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
Daniel Newman

Welcome Stacy Rasgon, Bernstein Research

The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
Daniel Newman

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4 FY24 earnings, GlobalFoundries Q1/24 earnings, Apple, ServiceNow Knowledge 2024, and Solidigm.
Lattice Q1/24 Earnings
Daniel Newman

Lattice Q1/24 Earnings

The Six Five team discusses Lattice Q1/24 earnings.
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