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Category: Semiconductors and Components

Qualcomm Q1 2024 Earnings
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Qualcomm Q1 2024 Earnings

A Return to Growth and a Validation of the Company’s Diversification Strategy
The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company.
AMD Q4 2023 Earnings Highlight a Strong Finish
Olivier Blanchard
Olivier Blanchard

AMD Q4 2023 Earnings Highlight a Strong Finish

The Company’s Earnings Point to AI Driving Both Data Center and PC Segment Growth In 2024
The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to pay off.
Intel IFS and UMC Deal
Daniel Newman

Intel IFS and UMC Deal

The Six Five team discusses Intel IFS and UMC deal.
Intel Q4 2023 Earnings
Daniel Newman

Intel Q4 2023 Earnings

The Six Five team discusses Intel Q4 2023 earnings.
Micron's LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard
Daniel Newman

Micron’s LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard

On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron to discuss Micron’s announcement of their LPCAMM2 memory offering and how it will change the PC ecosystem.
We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel
Daniel Newman

We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the earnings results for IBM, Intel, SAP, and ServiceNow, Intel IFS and UMC collaboration, and changes to Apple based on DMA.
Intel Q4 and FY 2023 Results: Transformation Progress Continues
Ron Westfall & Daniel Newman

Intel Q4 and FY 2023 Results: Transformation Progress Continues

Intel Delivers Solid Q4 2023 Results Led by a Rebound in the PC Market with AI Everywhere and IFS Paving the Future Although Tempered by Soft Q1 2024 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM 2.0 strategy delivering 5 nodes in 4 years plus AI PC innovation shows progress.
5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024
Olivier Blanchard
Olivier Blanchard

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Automotive Tech, Micromobility, AI, and the Shift from Device Design to Space-Defined Experiences Dominated at This Year’s Show
Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024.
Unpacking Tesla's 2023 Earnings
Olivier Blanchard
Steven Dickens & Olivier Blanchard

Unpacking Tesla’s 2023 Earnings

AI, Robotics, and the Evolving Landscape of Electric Vehicles
The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024 and beyond.
Synopsys Acquisition of ANSYS
Daniel Newman

Synopsys Acquisition of ANSYS

The Six Five team discusses Synopsys acquisition of ANSYS.
TSMC Earnings
Daniel Newman

TSMC Earnings

The Six Five team discusses TSMC earnings.
We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge
Daniel Newman

We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Davos 2024, Samsung Unpacked, TSMC earnings, IBM’s acquisition of Advanced’s application modernization assets, Synopsys’ acquisition of ANSYS, and a new company formation from Intel and DigitalBridge.
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