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Category: Semiconductors and Components

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.
Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off
Ron Westfall

Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off

Marvell Industry Analyst Day 2023 Sharpened Its Vision and Strategy to Drive Infrastructure Silicon Innovation Key to Advancing Accelerated Computing
The Futurum Group’s Ron Westfall believes Marvell is solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond, especially as the advanced computing opportunity expands during AI’s ascent.
Samsung Galaxy Watch Highlights the Value of Accessibility Innovation
Olivier Blanchard
Olivier Blanchard

Samsung Galaxy Watch Highlights the Value of Accessibility Innovation

In Honor of International Day of Persons with Disabilities, Samsung Highlighted the Galaxy Watch’s Innovative Touch-Free Universal Gestures Feature
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Galaxy Watch Universal Gestures suggests that intuitive touch-free UI is quietly becoming a core throughline of mainstream smartwatch adoption.
An Inside Look at Lattice Semiconductor's Latest FPGAs - Six Five in the Booth
Daniel Newman

An Inside Look at Lattice Semiconductor’s Latest FPGAs – Six Five in the Booth

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Deepak Boppana, for an inside look at Lattice Semiconductor’s latest Avant FPGAs, designed for advanced connectivity like datapath applications, and flexible interface bridging and optimized compute for system expandability.
Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates

For Full FY 2023, Synopsys Revenue Totaled $5.8 Billion, Up 15% YoY
The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating estimates.
The Six Five on the Road at the Lattice Developers Conference
Daniel Newman

The Six Five on the Road at the Lattice Developers Conference

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Jim Anderson, Esam Elashmawi, and Steve Douglass during the Lattice Developers Conference for a conversation on the key themes of the event, the latest announcements and more.
AWS re:Invent 2023
Daniel Newman

AWS re:Invent 2023

The Six Five team discusses AWS re:Invent 2023.
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