Category: Semiconductors and Components

April 24, 2024

Daniel Newman

Video Research Note

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

The Six Five team discusses Arm says CPUs can save 15 percent of total datacenter power.

AI, Business Information, Semiconductors and Components

April 24, 2024

Daniel Newman

Video Research Note

Does AMD Really Have a Datacenter AI GPU Problem?

The Six Five team discusses does AMD really have a Datacenter AI GPU problem?

AI, Business Information, Semiconductors and Components

April 24, 2024

Daniel Newman

Video Research Note

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.

Business Information, Semiconductors and Components

April 22, 2024

Daniel Newman

Six Five Webcast

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.

AI, Business Information, Devices, Mobile Devices, Semiconductors and Components

April 22, 2024

Steven Dickens & Guy Currier

Research Note

The Role of AMD in Google Cloud’s Next-Gen Offerings

AMD Reveals New Compute Opportunities at Google Cloud Next

Steven Dickens, VP and Practice Leader, and Guy Currier, CTO, highlight the transformative impact of the collaboration between AMD and Google Cloud in the public cloud sector.

Collaboration, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

April 19, 2024

Olivier Blanchard

Research Note

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

TSMC, Samsung, and Intel All Announced Agreements

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.

Regulations and Policy, Semiconductors and Components, Sustainability, Markets, and Policy

April 17, 2024

Daniel Newman

Video Research Note

Apple M4 Chips & New Macs

The Six Five team discusses Apple M4 chips & new Macs.

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

April 17, 2024

Daniel Newman

Video Research Note

TSMC Gets $6.6 billion CHIPS Act Funding

The Six Five team discusses TSMC Gets $6.6 billion CHIPS Act funding.

Business Information, Semiconductors and Components

April 16, 2024

Daniel Newman

Making Markets

Making Markets EP50: CEO Thomas Sonderman on SkyWater Technology’s Approach to Innovation and Development, and a Look at the Company’s Path Forward

Thomas Sonderman, CEO at SkyWater, joins Daniel Newman to share his insights on SkyWater Technology's innovative approaches within the semiconductor sector and outlines the company's forward-looking strategies.

Semiconductors and Components

April 15, 2024

Daniel Newman

Six Five Webcast

Talking Intel, Google, Apple, TSMC, Marvell, U.S. Inflation Data

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Intel Vision 2024 event, Google Cloud Next 2024 event, Apple M4 chips and new macs, TSMC gets $6.6 billion CHIPS Act funding, Marvell Accelerated Infrastructure for the AI Era event, and U.S. inflation data.