Category: Semiconductors and Components

March 6, 2025

Six Five Media

Six Five Webcast

HPE and Intel – Building Future-ready Compute Platforms Together

Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.

AI, Cloud, Data Management, Infrastructure, Semiconductors and Components

March 5, 2025

Six Five Media

Six Five Webcast

Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus – Six Five On The Road

Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.

AI, Data Management, Enterprise Applications, Semiconductors and Components

March 5, 2025

Olivier Blanchard

Research Note

Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing

AMD Unveils Radeon RX 9000 Series Graphics Cards, Bringing AI Acceleration and Next-Gen Raytracing to Enthusiast Gamers

Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling.

AI, Devices, High Performance Computing, Processors, Semiconductors and Components

March 5, 2025

Nick Patience

Research Note

CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth

AI-Optimized Infrastructure Positions CoreWeave as a Strategic Alternative to Hyperscalers Amid GPU Shortage

Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO.

Advanced Computing, AI, Cloud, Data Center, Semiconductors and Components

March 3, 2025

Daniel Newman

Six Five Webcast

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

February 28, 2025

Richard Gordon

Research Note

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Latest Synopsys Financial Report Shows Solid Performance and Continued Innovation Across Key Segments

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity remained a cornerstone of the company’s performance, driven by its leadership in hardware-assisted verification (HAV) solutions, advancements in EDA software, AI-driven innovations, and Design IP solutions.

AI, Automation, Innovation, Semiconductors and Components

February 28, 2025

Olivier Blanchard

Research Note

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Apple Aims to Redefine Its Budget Lineup with AI and In-House Modem

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid growing competition.

5G, AI, Devices, Mobile Devices, Semiconductors and Components

February 27, 2025

Camberley Bates

Research Note

Solidigm and Broadcom Extend SSD Partnership to Power AI’s Next Growth Phase

The Extended Collaboration Addresses the Growing Demand for High-Density, Power-Efficient SSD Storage

Camberley Bates, VP & Practice Lead at The Futurum Group, analyzes how Solidigm’s extended partnership with Broadcom ensures high-capacity SSD controllers for AI, supporting efficient, scalable storage as AI infrastructure demand grows.

AI, Data Infrastructure, Data Storage and SAN, High Performance Computing, Semiconductors and Components

February 27, 2025

Olivier Blanchard

Research Note

Arm Team-Up Aims to Grow Revenues from Software-Defined Vehicles

Arm’s Latest Automotive Initiative Streamlines MCU Development, Supporting Next-Gen Zonal E/E Architectures for SDVs

Olivier Blanchard, Research Director at The Futurum Group, explores Arm’s latest hybrid prototyping collaboration with S2C, Xylon, and ZC Technology, highlighting its role in accelerating SDV development.

Advanced Computing, AI, IoT, Semiconductors and Components

February 24, 2025

Daniel Newman

Six Five Webcast

Talking Lenovo, Intel & TSMC & Broadcom, Groq, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Lenovo, Intel, TSMC, Broadcom, Groq, and more.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

February 18, 2025

Ron Westfall & Olivier Blanchard

The 5G Factor

T-Mobile Starlink, New Nokia CEO & Qualcomm Results – Six Five Webcast: The 5G Factor

Ron Westfall and Olivier Blanchard explore T-Mobile Starlink's Super Bowl debut, Nokia's leadership change, and Qualcomm's revenue surge in the latest episode of the Six Five Webcast - The 5G Factor.