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Category: Semiconductors and Components

Intel's AI Portfolio with Greg Lavender & Sandra Rivera - Six Five On the Road
Daniel Newman

Intel’s AI Portfolio with Greg Lavender & Sandra Rivera – Six Five On the Road

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.
Hybrid Cloud Journey: How Nutanix, AMD and HPE Power Modern Apps | Futurum Tech Webcast
Dave Raffo

Hybrid Cloud Journey: How Nutanix, AMD and HPE Power Modern Apps | Futurum Tech Webcast

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.
Getting the Geek Back: Innovation is for Developers with Pat Gelsinger - Six Five On the Road
Daniel Newman

Getting the Geek Back: Innovation is for Developers with Pat Gelsinger – Six Five On the Road

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.
Unveiling the Silicon Revolution: Key Takeaways from the GlobalFoundries GTS 2023 Event - The Six Five On the Road
Daniel Newman

Unveiling the Silicon Revolution: Key Takeaways from the GlobalFoundries GTS 2023 Event – The Six Five On the Road

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.”
Arm Goes Public with Successful Debut
Daniel Newman

Arm Goes Public with Successful Debut

The Six Five Team discusses Arm Goes Public with Successful Debut.
Previewing Intel InnovatiON 2023 with Greg Lavender - The Six Five On the Road
Daniel Newman

Previewing Intel InnovatiON 2023 with Greg Lavender – The Six Five On the Road

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.
Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026
Olivier Blanchard
Olivier Blanchard

Qualcomm Supplying Apple With Snapdragon 5G Modem-RF Systems Into 2026

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 Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag
Olivier Blanchard
Olivier Blanchard

Semtech Q2 FY 2024: Recovery Incoming but Inventory Bloat Still a Drag

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.
Qualcomm IAA Announcements - AWS-BMW Tie up
Daniel Newman

Qualcomm IAA Announcements; AWS-BMW Tie up

The Six Five Team discusses some announcements from Qualcomm at IAA Mobility in Munich, and the AWS-BMW tie up.
Broadcom Q3 2023 Earnings
Daniel Newman

Broadcom Q3 2023 Earnings

The Six Five Team discusses Broadcom Q3 2023 earnings.
Intel Foundry Services Links with Tower Semiconductor for Mutual Growth
Olivier Blanchard
Daniel Newman & Olivier Blanchard

Intel Foundry Services Links with Tower Semiconductor for Mutual Growth

The Futurum Group’s Daniel Newman and Olivier Blanchard break down the news surrounding Intel Foundry Services’ partnership with Tower Semiconductor, offering insight into how this move could impact semiconductor production.
Intel Built-in Acceleration Keys Optimize Data Center CPU Value
Ron Westfall

Intel Built-in Acceleration Keys Optimize Data Center CPU Value

Intel 4th Gen Xeon Scalable Processors Are Primed to Boost Data Center Performance Using Built-in Accelerators to Accelerate Key Differentiation
The Futurum Group new report, “Intel 4th Gen Xeon Scalable Processors Primed to Accelerate Data Center Performance and Capabilities,” analyzes why built-in accelerators are a topmost differentiator for the 4th Gen Intel Xeon Scalable processors.
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