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Category: Semiconductors and Components

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.
AMD Q1/24 Earnings
Daniel Newman

AMD Q1/24 Earnings

The Six Five team discusses AMD Q1/24 earnings.
GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery
Ron Westfall & Daniel Newman

GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery

GlobalFoundries Q1 2024 Delivered Beats on Top and Bottom Results Gaining Momentum from Mobility Recovery and GenAI-Fueled Power Management Demand
The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the company to expand and build new manufacturing capacity.
Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault
Daniel Newman

Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and Q4 earnings for Commvault.
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