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Category: Semiconductors and Components

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.
NVIDIA Q3 Earnings
Daniel Newman

NVIDIA Q3 Earnings

The Six Five team discusses NVIDIA Q3 Earnings.
Talking AWS, VMWare & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI
Daniel Newman

Talking AWS, VMware & Broadcom, Apple, Synopsys, Salesforce, Pure Storage, Zoom, NVIDIA, HP, Open AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AWS re:Invent 2023, Broadcom and VMware, Apple, the OpenAI debacle, and the latest earnings from Salesforce, Synopsys, Pure Storage, HPE, Zoom, NVIDIA, HP, and Dell.
Geely and NIO Announce Strategic BaaS Technology Partnership
Olivier Blanchard
Olivier Blanchard

Geely and NIO Announce Strategic BaaS Technology Partnership

The Technology and Infrastructure Partnership Injects Much-Needed Innovation and Disruption into the EV Market
Olivier Blanchard, Research Director at The Futurum Group, shares insights on the NIO and Geely BaaS technology partnership as a positive disruptive force for the EV market, a way to address key EV adoption hurdles, and why Tesla should be worried.
VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division - Six Five Insider
Daniel Newman

VMware Acquisition Close: Q&A with Sanjay Uppal, VP & GM, Software-Defined Edge Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Sanjay Uppal for an inside look at how the now combined Broadcom and VMware are approaching opportunities at the edge, including the need for infrastructure, management and security.
VMware Acquisition Close: Q&A with Purnima Padmanabhan, VP & GM, Tanzu Division - Six Five Insider
Daniel Newman

VMware Acquisition Close: Q&A with Purnima Padmanabhan, VP & GM, Tanzu Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Purnima Padmanabhan for an inside look at how Tanzu furthers VMware, and now Broadcom’s hybrid cloud strategy, the next evolution of the Tanzu Application Platform, and more.
VMware Acquisition Close: Q&A with Krish Prasad, SVP & GM, VMware Cloud Foundation Division - Six Five Insider
Daniel Newman

VMware Acquisition Close: Q&A with Krish Prasad, SVP & GM, VMware Cloud Foundation Division – Six Five Insider

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead welcome Broadcom’s Krish Prasad for an inside look at how VMware Cloud Foundation fits into Broadcom’s larger strategy of delivering private and hybrid cloud solutions for customers.
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