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Category: Semiconductors and Components

Arm’s “Blackhawk” New CPU Core
Daniel Newman

Arm’s “Blackhawk” New CPU Core

The Six Five team discusses Arm’s “blackhawk” new CPU core.
We are Live! Talking CES, Memory Market, Arm, HPE, Mobileye, GenAI
Daniel Newman

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

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.
2024 Watch List in Cloud
Daniel Newman

2024 Watch List in Cloud

The Six Five team discusses the 2024 Watch List in Cloud.
2024 Watch List in AI
Daniel Newman

2024 Watch List in AI

The Six Five team discusses the 2024 Watch List in AI.
2024 Watch List in Semis
Daniel Newman

2024 Watch List in Semis

The Six Five team discusses the 2024 Watch List in Semis.
Micron Q1 Earnings
Daniel Newman

Micron Q1 Earnings

The Six Five team discusses the Micron Q1 Earnings results.
We are Live! Talking Microsoft, Micron, Cisco, Semis, AI, Cloud
Daniel Newman

We are Live! Talking Microsoft, Micron, Cisco, Semis, AI, Cloud

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the NYT’s lawsuit against OpenAI & Microsoft, the latest earnings from Micron, Cisco and Isovalent, and their watch lists for AI, Semiconductors and Cloud.
What to Expect at CES 2024
Daniel Newman

What to Expect at CES 2024

The Six Five team discusses What to Expect at CES 2024.
NVIDIA Responds to AMD Performance Numbers
Daniel Newman

NVIDIA Responds to AMD Performance Numbers

The Six Five team discusses NVIDIA Responds to AMD Performance Numbers.
Top Tech Trends 2024
Daniel Newman

Top Tech Trends 2024

The Six Five team discusses the Top Tech Trends 2024.
Talking Top Tech Trends 2024, Apple, Salesforce, NVIDIA & AMD, Adobe, CES 2024
Daniel Newman

Talking Top Tech Trends 2024, Apple, Salesforce, NVIDIA & AMD, Adobe, CES 2024

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the top tech trends for 2024, the Apple Watch import ban, Salesforce World Tour 2023, NVIDIA’s response to AMD’s performance numbers, Adobe and Figma, and what to expect at CES 2024.
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