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Category: Semiconductors and Components

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline
Camberley Bates

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline

Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on AI data pipelines and energy efficiency, highlighting future industry trends.
AI Acceleration News from IBM at Hot Chips - Infrastructure Matters, Episode 52
Steven Dickens

AI Acceleration News from IBM at Hot Chips – Infrastructure Matters, Episode 52

Chris Berry and Susan Eickhoff, leading figures in processor development at IBM, join Steven Dickens to share insights on IBM's groundbreaking AI acceleration technologies presented at Hot Chips.
Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand
Dr. Bob Sutor

Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand

Synopsys Posts a Solid Third Quarter in Fiscal Year 2024, Reporting Robust Revenue Growth, Yet Faces Potential Challenges in Sustaining Momentum Across Its Core Business Units
Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the sustained demand that fueled their strong financial performance.
Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
Daniel Newman

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
AMD Acquires ZT Systems for AI Rack Design Capabilities
Daniel Newman

AMD Acquires ZT Systems for AI Rack Design Capabilities

The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Daniel Newman

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
Olivier Blanchard

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
New SiFive Performance P870-D Complements Intelligence Chipset for AI
Dr. Bob Sutor and Steven Dickens

New SiFive Performance P870-D Complements Intelligence Chipset for AI

SiFive RISC-V Chip Targets Data Centers, Vehicles, and Embedded Systems
Dr. Bob Sutor and Steven Dickens of The Futurum Group examine the strategic significance of SiFive’s new P870-D processor in addressing the growing demand for scalable, power-efficient solutions in AI-driven data centers. The analysts note that SiFive’s focus on flexibility and industry-standard protocols positions the company to compete effectively in the evolving landscape dominated by traditional players such as AMD and Intel.
The Six Five team discusses New Intel SVP & GM Provides Foundry Updates
Daniel Newman

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.
GlobalFoundries Q2FY24 Earnings
Daniel Newman

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.
Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update
Ron Westfall

Black Hat 2024: Marvell Secures Microsoft LiquidSecurity HSM Update

Marvell Reinforces Microsoft Relation with Azure Updating Fleet of LiquidSecurity HSMs to the FIPS 140-3, Level-3 Standards Building on Proven LiquidSecurity Deployment
The Futurum Group’s Ron Westfall assesses why Marvell attaining NIST FIPS 140-3, Level-3 certification for its LiquidSecurity HSMs and Microsoft update deal bolster its cybersecurity ecosystem credentials.
Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI
Daniel Newman

Talking Marvell, GlobalFoundries, Google, CrowdStrike, Intel, OpenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Marvell to solve memory challenges for cloud providers, GlobalFoundries Q2FY24 earnings, Google deemed a monopoly in DOJ ruling, Crowdstrike aftermath: Microsoft fires back at Delta, new Intel SVP & GM provides foundry updates, and OpenAI revolving door of founders and executives.
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