Category: Semiconductors and Components

With the Introduction of Its New NPU-Powered Core Ultra Processor, Intel Launches the Era of the AI PC
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why Intel’s new Core Ultra processor is an inflection point for both Intel and the PC segment as a whole.
On this episode of The Six Five Connected, host Diana Blass covers how IAA Mobility put a spotlight on the unique driving experience that's unfolding with the arrival of electric vehicles.
The Six Five Team discusses Intel Innovation 2023.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Oracle Cloud World 2023, the Microsoft Surface & AI Event, Intel Innovation 2023, Cisco buying Splunk, HP’s 17-Inch foldable PC and Apple’s failure to replace Qualcomm.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender and Sandra Rivera for a conversation on Intel’s AI Portfolio during Intel Innovation in San Jose, California.
In this episode of the Futurum Tech Webcast-Interview Series, the Futurum Group’s Dave Raffo is joined by Greg White of Nutanix and Pritish Nilangi of AMD to talk technologies required to run modern applications in hybrid and multi clouds.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s CEO, Pat Gelsinger for a conversation on the “Siliconomy” and how Intel is “Getting the Geek Back”at Intel InnovatiON 2023.
On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead provide their analysis and opinion on GlobalFoundries’ recent GTS 2023 event, unveiling the silicon revolution and taking an inside look at how the company is “Delivering a New Era of More.”
The Six Five Team discusses Arm Goes Public with Successful Debut.
On this episode of The Six Five On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Greg Lavender, CTO, SVP and GM of Intel SATG for an inside preview of the upcoming Intel InnovatiON event happening this week in San Jose, California.
The Impact of Qualcomm’s Multi-Year Snapdragon 5G Modem-RF System Agreement With Apple on Both Companies and Consumers
Olivier Blanchard, Research Director at The Futurum Group, shares his insights into why the multi-year Snapdragon 5G modem-RF system agreement between Apple and Qualcomm is good news for both companies and for iPhone users.
Semtech’s Sequential Growth Earnings Point to Recovery, but Inventory Bloat Offsets Semiconductor Gains With a Drag on Hardware
Olivier Blanchard, Research Director at The Futurum Group, shares insights on Semtech Q2 FY 2024 earnings, which point to recovery in high-margin semiconductors and IoT segments despite inventory bloat continuing to drag on module and router revenue.

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