Category: Semiconductors and Components

Kevin Terwilliger discusses Dell Technologies' innovative approach to AI PCs at CES 2025, highlighting silicon diversity, sustainability, and the future of computing.
Russ Meyer, Senior Vice President at Micron, shares his insights on pioneering the industry with the world's fastest NAND, the G9, and its real-world implications.
Daniel Newman and Patrick Moorhead discuss Broadcom’s AI networking surge, Marvell’s pivot to AI-driven infrastructure, and NVIDIA’s regulatory challenges in China and how these advancements and obstacles shape the future of tech innovation.
Daniel Newman and Patrick Moorhead examine AWS re:Invent’s latest AI innovations, Intel’s leadership shift, and advancements in enterprise tech from Pure Storage, Salesforce, Synopsys, and Marvell.
Technology Advancements in AI Semiconductors and VMware Integration Propel Broadcom’s Record-Breaking Financial Results
Daniel Newman, Principal Analyst and CEO at The Futurum Group, explores Broadcom’s Q4 and FY2024 earnings, including the company’s record-breaking AI revenue growth and VMware integration’s impact on software expansion.
The Six Five team discusses Chip Makers Under Trump Administration
The Six Five team discusses NVIDIA Updates Robotics Chip & ReDrafter
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more.
Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides of the semiconductor industry.
Achyut Shah and Nick Kucharewski from Marvell join Patrick Moorhead to share their insights on evolving AI infrastructure and the critical technologies Marvell is developing to support this transition, heralding a new era of data center architectures.
In Dong Kim, Sunny Kang, and Will Chu join the Six Five team to discuss the future of chip technology with custom High Bandwidth Memory (HBM), a pivotal shift that promises to enhance memory capabilities and efficiency.
Patrick Caporale and Praveen Vaidyanathan share insights on the essential collaboration between Lenovo and Micron in developing next-gen technologies that drive extreme performance computing, particularly for AI and HPC workloads.

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