On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for NVIDIA, Lenovo, and Synopsys, what to expect at MWC 2024, third generation Arm Neoverse, and the Intel Foundry Direct Connect event.
The Futurum Group’s Steven Dickens reviews Sony Semiconductors and the AITRIOS solutions. With its innovative AITRIOS platform and the groundbreaking IMX500 sensor, Sony Semiconductor Solutions is redefining the landscape of AI in semiconductors.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA getting into the DC AI ASIC market, preview of IFS’s "Direct Connect" event, Plus AI Open Auto Platform, Cisco and Lattice earnings, and Cloudera Elevate 25 SKO event.
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into Ford Pro’s impressive 2023 numbers and breaks down the market opportunity Ford.
Plus’ New Open Platform for Autonomy Leverages Modular Design to Help the Automotive Industry Accelerate ADAS Design and Integration
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the value to the automotive market of the new ADAS-focused Open Platform for Autonomy (OPA) from Plus.
GlobalFoundries Q4 and FY 2023 Earnings Spotlight Robust Performance in Automotive Amid Demand Softness and Inventory Adjustments in Other End Markets
The Futurum Group’s Ron Westfall and Daniel Newman assess why they believe GlobalFoundries’ Q4 and FY 2023 results showed GF’s partnership diversification played a key role in the automotive end market’s breakthrough FY 2023 performance.
Lattice Finished the Year Strong with Record Revenue
The Futurum Group’s Daniel Newman shares his insights on the Lattice Q4 and FY 2023 earnings report and takes a look at the future outlook for Lattice and the semiconductor industry in 2024.