Category: Semiconductors and Components

April 22, 2025

Ron Westfall

Research Note

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones

The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.

5G, AI, Semiconductors and Components

April 21, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 258: From Intel’s Altera Sale to HPE’s Elliot Shake-up: Tech’s Turbulent Week

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the whiplash-inducing tariff announcements affecting US-China trade, Intel's strategic move to sell a majority stake in Altera to Silver Lake, and activist investor Elliott Management's stake in HPE. The hosts engage in a lively debate on the merits of selling AI chips to China, exploring the complex interplay between national security, economic interests, and technological advancement.

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

April 14, 2025

Richard Gordon

Research Note

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.

Advanced Computing, AI and Data Analytics, High Performance Computing, Semiconductors and Components

April 14, 2025

Richard Gordon

Research Note

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.

AI and Data Analytics, Cloud, High Performance Computing, Processors, Semiconductors and Components

April 14, 2025

Ron Westfall

Research Note

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy

Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.

Advanced Computing, AI, AI and Data Analytics, Data Center, Semiconductors and Components

April 14, 2025

Nick Patience, Keith Kirkpatrick, Mitch Ashley, Alex Smith & Keith Townsend

Research Note

Google Cloud Next 2025: The Yellow Brick Road to AI Transformation

Google’s AI Ambitions Expand Beyond the Cloud as It Builds an Interoperable Ecosystem for Agent Communication, Application Management, and On-Premises AI Deployment

Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las Vegas.

Agentic AI, Application Development and Modernization, Cloud, DevOps, Enterprise Applications, Semiconductors and Components

April 14, 2025

Camberley Bates, Dion Hinchcliffe & Keith Townsend

Infrastructure Matters

Cloud Repatriation, AI Challenges and the Future of Enterprise Tech – Six Five Webcast – Infrastructure Matters

Camberley Bates, Keith Townsend, and Dion Hinchcliffe delve into cloud repatriation, AI challenges, and the evolving dynamics of enterprise technology, offering valuable insights on the future of the sector.

AI, Business Information, Cloud, Data Management, Semiconductors and Components

April 14, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Google Cloud's infrastructure advancements, IBM's new mainframe capabilities, and the potential impact of tariffs on tech companies, particularly Apple. The hosts debate the effectiveness of Trump's trade policies and explore how various tech sectors might fare amid economic uncertainty.

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

April 10, 2025

Olivier Blanchard

Research Note

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.

Advanced Computing, AI, Devices, Processors, Semiconductors and Components

April 10, 2025

Olivier Blanchard

Research Note

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.

AI, AI and Data Analytics, Devices, Processors, Semiconductors and Components

April 9, 2025

Olivier Blanchard

Research Note

Can MediaTek’s Kompanio Ultra Set the Standard for AI-Driven Chromebooks?

MediaTek Targets AI Performance, Power Efficiency, and Chromebook Growth with Kompanio Ultra Launch

Olivier Blanchard, Research Director at The Futurum Group, examines MediaTek’s Kompanio Ultra processor and its implications for on-device AI, Chromebook performance, and the company’s expansion beyond smartphones.