Category: Semiconductors and Components

The Six Five team discusses AMD AI Chip in China.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss HP Amplify 2024, Broadcom and Marvell earnings, OpenAI going from non-profit to for profit, NVIDIA becoming the third most valuable company, Apple’s monopolist nature, and AMD AI chip in China.
Tom Trill, CEO at Qualinx, shares his insights on revolutionizing the semiconductor industry with GNSS solutions, highlighting the unique positioning of their patented Digital RF technology and the efficiency of the QLX300+ chip.
The Six Five team discusses Dell Technology Earnings
The Six Five team discusses Altera Spin-out and New Mid-range.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Microsoft transforming finance with AI, earnings for Salesforce, HPE, HP, Dell, and Pure Storage, and Intel’s new standalone FPGA company, Altera.
Qualcomm’s Newest Tensor-Accelerated Modem-RF Solution, the Snapdragon X80, Is a 5G Advanced and NTN-Ready Powerhouse
Olivier Blanchard, Research Director at The Futurum Group, highlights features, benefits, and industry firsts packed into Qualcomm’s newest modem-RF solution, the AI-accelerated Snapdragon X80.
A Comprehensive List of Qualcomm’s Most Relevant Generative AI Announcements at Mobile World Congress Barcelona 2024
Olivier Blanchard, Research Director at The Futurum Group, discusses Qualcomm’s latest on-device generative AI announcements at MWC 2024, hinting at the massive market opportunity for OEMs and ISPs.
Qualcomm’s New AI Hub Solves Two Key Challenges for On-Device AI’s Market Opportunity: Velocity and Scale
Olivier Blanchard, Research Director at The Futurum Group, discusses why the Qualcomm AI Hub is exactly what the company and its OEM partners needed to accelerate the on-device AI app ecosystem to boost market adoption of AI-capable devices.
Intel’s Core Ultra Chipset Helps Shape PC Recovery with New On-Device AI Features and Gives Intel and OEM Partners an Early Market Advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance of Intel and Samsung’s AI PC partnership in the PC market in the age of ubiquitous AI, seamless interoperability, and UX.
Qualcomm’s New Automotive-Grade QCA6797AQ Wi-Fi 7 Solution Finally Enables Automakers to Take Full Advantage of Vehicle Connectivity
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance to Qualcomm’s growing automotive technology stack, automakers, and consumers of Qualcomm’s new automotive-grade Wi-Fi 7 solution.
The Company Reports a Strong Start to the Year, Beating Quarterly Expectations and Raising Its Full Year Earnings Outlook
The Futurum Group’s Daniel Newman shares his insights on the recent release of the Synopsys earnings numbers for Q1 FY 2024 and the outlook for the rest of the year.

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