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Category: Semiconductors and Components

The Six Five team discusses Dell Tech World 2024.
Strong Performance in Q2 2024 Reflects the Company’s Robust Business Model and Continued Demand for Its Critical Technology Solutions
The Futurum Group’s Steven Dickens highlights Synopsys’ strong Q2 2024 performance with the evolution of AI and the need for sophisticated silicon technology placing the company at the forefront of a rapidly expanding market.
Dell and Ericsson Team Up to Build Network Cloud Infrastructure Plans Aimed at Speeding Up CSP Cloud Transformation Journey with Joint Solutions and Services
The Futurum Group’s Ron Westfall examines why the Dell Ericsson partnership plays an integral role in ensuring that CSPs can catalyze their network cloud transformation alongside improving their business outcomes.
The Six Five team discusses Synopsys sells off Software Integrity Division.
Tina Tarquinio, VP at IBM, joins Steven Dickens to share her insights on leveraging AI with the mainframe to enhance productivity and modernize applications, charting the course for future innovations in IT infrastructure.
Juniper Unveils New AI-Native Networking Capabilities Aimed at Uplifting Proactive Insight and Automation Across Its Wireless and Wired Access Solutions
The Futurum Group’s Ron Westfall examines why the new Juniper AI-Networking Platform capabilities, such as Marvis Application Experience Insight alongside wireless/wired digital experience twinning, gives Juniper a competitive edge.
Christina Day, Director of DRAM Product Marketing at Samsung Semiconductor, joins hosts Dave Nicholson and Lisa Martin to share her insights on how advanced memory technology is critical for accelerating and enhancing AI capabilities, highlighting the potential of Processing-In-Memory (PIM).
Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung Coordinate Global Launch of Snapdragon X-Powered Windows Copilot+ PCs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically transform the PC space.
The Six Five team discusses GlobalFoundries Q1/24 earnings.
The Six Five team discusses Arm Q4 FY24 earnings.
The Six Five team discusses Intel, Qualcomm, and Huawei licenses.
The Six Five team discusses welcome Stacy Rasgon, Bernstein Research.