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Category: Semiconductors and Components

The Futurum Group at Marvell's Industry Analyst Day 2023 with Loi Nguyen, PhD - Futurum Tech Webcast
Daniel Newman

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Loi Nguyen, PhD – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Marvell Technology’s Loi Nguyen, to discuss how Marvell’s Optical business has changed under the influence of AI, including bandwidth, power and the key technologies enabling these shifts.
Accelerated Infrastructure: Building a Backbone for AI — The Futurum Group at Marvell's AI Day
Daniel Newman

Accelerated Infrastructure: Building a Backbone for AI — The Futurum Group at Marvell’s AI Day

The Futurum Group’s Daniel Newman is joined by Marvell Technology’s Raghib Hussain for a conversation on generative AI, accelerated infrastructure, and the evolution of data center architecture during Marvell’s Industry Analyst Day Event.
Broadcom Q4 FY23 Earnings
Daniel Newman

Broadcom Q4 FY23 Earnings

The Six Five team discusses Broadcom Q4 FY23 Earnings.
AMD Advancing AI Event
Daniel Newman

AMD Advancing AI Event

The Six Five team discusses the AMD Advancing AI Event.
Google Gemini AI 1.0 and New TPU
Daniel Newman

Google Gemini AI 1.0 and New TPU

The Six Five team discusses Google Gemini AI 1.0 and New TPU.
Marvell IA Day
Daniel Newman

Marvell IA Day

The Six Five team discusses Marvell IA Day.
Lattice Development Conference
Daniel Newman

Lattice Development Conference

The Six Five team discusses the Lattice Development Conference.
Arm Cortex-M52 Is Smaller, Adds Power to Bring AI to More Devices
tweiss@futurumresearch.com

Arm Cortex-M52 Is Smaller, Adds Power to Bring AI to More Devices

The New Cortex-M52 Chips Are the Smallest and Most Power-Efficient Processors to Use the Latest Arm Helium Technology
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights as the Arm Cortex-M52 is smaller and adds power to bring AI to more devices. The tiny Arm Cortex-M52 is Arm’s latest processor for use in AIoT devices.
The Six Five On the Road with Jason Banta at AMD Advancing AI
Daniel Newman

The Six Five On the Road with Jason Banta at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Jason Banta, for a conversation on AMD’s AI PC vision, Ryzen AI processors, and the challenges and opportunities for the use of AI in business.
Big Stakes in Tumultuous VLSI vs. Intel $2.8B Patent Infringement Case
Olivier Blanchard
Olivier Blanchard

Big Stakes in Tumultuous VLSI vs. Intel $2.8B Patent Infringement Case

US Appeals Court Overturns Award to VLSI: What Are the Geopolitical Implications?
Olivier Blanchard, Research Director at The Futurum Group, reviews the partial reversal of the $2.8B LVSI versus Intel patent infringement case, discussing how this litigation could erode the US IP system.
Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates

For the Full Fiscal Year 2023, Broadcom Revenue Hit $35.8 Billion, Up 8% from $33.2 Billion YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q4 hits $9.3 billion, up 4% YoY, beating estimates. Starting in 2024, Broadcom will also see revenue from its newly acquired VMware unit.
Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta
Daniel Newman

Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss some special announcements, the Lattice Developers Conference, Marvell AI Day, Google Gemini AI 1.0 and new TPU, AMD Advancing AI Event, Broadcom’s Q4 earnings, and the AI Alliance lead by IBM and Meta.
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