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Category: Semiconductors and Components

Intel IFS - NVIDIA Tie-up?
Daniel Newman

Intel IFS – NVIDIA Tie-up?

The Six Five team discusses the Intel IFS - NVIDIA tie-up.
Arm Q3 FY24 Earnings
Daniel Newman

Arm Q3 FY24 Earnings

The Six Five team discusses Arm Q3 FY24 earnings.
Bringing Intel Foundry to Life
Daniel Newman

Bringing Intel Foundry to Life

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Stu Pann, Senior VP and GM, Intel Foundry Services (IFS) at Intel for a conversation about why Intel is pursuing the foundry services business.
We are Live! Talking Zoho, Arm, Cohesity & Veritas, Apple, Google, Intel
Daniel Newman

We are Live! Talking Zoho, Arm, Cohesity & Veritas, Apple, Google, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Zoho Day 2024, Arm earnings, Cohesity and Veritas’ deal, Apple Vision Pro first impressions, Google Bard becoming Gemini, and NVIDIA selecting Intel IFS.
NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment
Olivier Blanchard
Olivier Blanchard

NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment

NXP Finds Solid Ground in Automotive, IoT, and Mobile Despite a Challenging Year for Semiconductors
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on NXP Q4 and FY 2023 earnings, which generally beat expectations and point to automotive, IoT/IIoT, and Mobile segments as likely vectors of growth in 2024.
onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials
Daniel Newman

onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials

The Semiconductor Component Company Is Well-Positioned for 2024
The Futurum Group’s Daniel Newman shares his insights on the recent release of the onsemi earnings report, revealing Q4 and FY 2023 financials. He also takes a look at the outlook for onsemi and the semiconductor industry in 2024.
Qualcomm: Ushering in a New Era of Mobility
Daniel Newman

Qualcomm: Ushering in a New Era of Mobility

On this episode of the Futurum Tech Webcast, host Daniel Newman welcomes Nakul Duggal, Group General Manager, Automotive, Industrial and Cloud for Qualcomm Technologies, Inc. They discuss the announcements that Qualcomm made at CES 2024.
Apple Extends Qualcomm Licensing
Daniel Newman

Apple Extends Qualcomm Licensing

The Six Five team discusses Apple extends Qualcomm licensing.
Qualcomm Q1 FY2024 Earnings
Daniel Newman

Qualcomm Q1 FY2024 Earnings

The Six Five team discusses Qualcomm Q1 FY2024 earnings.
AMD Q4 FY2023 Earnings
Daniel Newman

AMD Q4 FY2023 Earnings

The Six Five team discusses AMD Q4 FY2023 earnings.
We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon
Daniel Newman

We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing.
Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024
Olivier Blanchard
Olivier Blanchard

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy and regulatory spaces, and explores how 2024 promises to be a significant year for the technology sector.
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