Category: Semiconductors and Components

January 29, 2024

Steven Dickens & Olivier Blanchard

Research Note

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.

Business Information, Customer Experience, Data Infrastructure, Devices, Emerging Technologies, IoT, Machine Learning, Robotics, Semiconductors and Components, Service Provider Networks, Sustainability, Markets, and Policy

January 24, 2024

Daniel Newman

Video Research Note

Synopsys Acquisition of ANSYS

The Six Five team discusses Synopsys acquisition of ANSYS.

Business Information, Mergers and Acquisitions, Semiconductors and Components

January 24, 2024

Daniel Newman

Video Research Note

TSMC Earnings

The Six Five team discusses TSMC earnings.

Business Information, Semiconductors and Components

January 23, 2024

Daniel Newman

Six Five Webcast

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.

Business Information, Collaboration, Emerging Technologies, Enterprise Applications, Mergers and Acquisitions, Semiconductors and Components

January 18, 2024

tweiss@futurumresearch.com

Research Note

Semiconductor Design Automation Firm Synopsys Acquiring Ansys

The $35 Billion Acquisition Will Bring Together Synopsys’ Semiconductor Electronic Design Automation with Ansys’ Engineering Simulation Software and Services

Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about chip design vendor Synopsys acquiring Ansys for $35 billion as it brings together Synopsys' semiconductor EDA with Ansys’ engineering simulation software and services.

AI, Industrial Devices, Semiconductors and Components

January 17, 2024

Daniel Newman

Making Markets

Making Markets EP49: The Future of Silicon: Sassine Ghazi’s Vision as the New CEO of Synopsys

In this episode of Making Markets, Sassine Ghazi, President and CEO of Synopsys, joins host Daniel Newman for a conversation about Synopsys’ recent earnings and outlook for 2024, his top priorities for the company, and his visions to grow Synposys with tech trends like AI.

AI, Business Information, Semiconductors and Components

January 16, 2024

Daniel Newman

Video Research Note

Arm’s “Blackhawk” New CPU Core

The Six Five team discusses Arm’s “blackhawk” new CPU core.

Business Information, Processors, Semiconductors and Components

January 15, 2024

Daniel Newman

Six Five Webcast

We are Live! Talking CES, Memory Market, Arm, HPE, Mobileye, GenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the highlights at CES 2024, movements in the memory market, Arm’s new CPU, HPE’s acquisition of Juniper, Mobileye reset, and gen AI trends in 2024.

AI, Business Information, Innovation, Memory, Mergers and Acquisitions, Semiconductors and Components, Storage

January 8, 2024

Olivier Blanchard

Analyst Insight

EV Segment Rebound in H2 2023 Sets the Stage for a 2024 ADAS Showdown

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why 2024 might be a turning point for the ADAS segment, as automakers begin to favor partnerships with full stack system vendors such as Qualcomm.