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Category: Semiconductors and Components

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.
The Six Five On the Road with Victor Peng and Mark Papermaster at AMD Advancing AI
Daniel Newman

The Six Five On the Road with Victor Peng and Mark Papermaster at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Victor Peng and Mark Papermaster for a conversation on the company’s long-term vision for pervasive AI across AMD’s portfolio.
Intel AI Event
Daniel Newman

Intel AI Event

The Six Five team discusses the Intel AI Event.
IBM and Albany NanoTech High-EUV
Daniel Newman

IBM and Albany NanoTech High-EUV

The Six Five team discusses the IBM and Albany NanoTech High-EUV.
The Six Five On the Road with Forrest Norrod at AMD Advancing AI
Daniel Newman

The Six Five On the Road with Forrest Norrod at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Forrest Norrod for a conversation on open data center infrastructure ecosystem for AI and AI hardware.
The Six Five On the Road with Lisa Su at AMD Advancing AI
Daniel Newman

The Six Five On the Road with Lisa Su at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Lisa Su for a conversation on AI’s transformation of the industry and the ways AMD has advanced AI adoption through its ecosystem of products.
Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI
Daniel Newman

Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss IBM & Albany NanoTech, Google Cloud, the Intel AI Event, earnings from Oracle and Adobe, and announcements from Plus AI.
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