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Category: Semiconductors and Components

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.
Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q3 2023 Hits $8.88 Billion, Beating Estimates

Broadcom’s Revenue Increase for Q3 Was Up 5% Year-over-Year
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Broadcom revenue in Q3 2023 hits $8.88 billion, beating estimates. Now Broadcom waits to see if it gains approval for its proposed $61B VMware acquisition.
Intel Habana 2 Leads on Hugging Face Visual Model
Daniel Newman

Intel Habana 2 Leads on Hugging Face Visual Model?

The Six Five Team discusses recent published benchmarks from Hugging Face on Intel Habana 2 compared to NVIDIA H100 and A100.
We are Live! Talking Google, Intel, Pure Storage, HP Inc., HPE, and Salesforce
Daniel Newman

We are Live! Talking Google, Intel, Pure Storage, HP Inc., HPE, and Salesforce

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss their experience at Google Cloud Next, the latest earnings releases for Pure Storage, HP Inc, HPE and Salesforce, and Intel Habana 2 on Hugging Face.
Arm Files F-1 in Front of IPO
Daniel Newman

Arm Files F-1 in Front of IPO

The Six Five Team discusses chip architecture design company Arm, their recent F-1 filing, and their thoughts on the appetite for another IPO.
Marvell Q2 2024 Earnings
Daniel Newman

Marvell Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from Marvell for Q2 2024.
NVIDIA Q2 2024 Earnings
Daniel Newman

NVIDIA Q2 2024 Earnings

The Six Five Team discusses the latest earnings release from NVIDIA for Q2 2024.
We are Live! Talking NVIDIA, Zoom, Marvell, VMware, Oracle, and Arm
Daniel Newman

We are live! Talking NVIDIA, Zoom, Marvell, VMWare, Oracle and Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the latest earnings releases for NVIDIA, Marvell and Zoom, VMWare Explore 2023, Oracle Cloud joining the VMware Cloud Universal Program, and the latest on chip architecture design company, Arm.
MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2
Olivier Blanchard
Olivier Blanchard

MediaTek Announces On-Device Generative AI Powered by Meta’s Llama 2

With Meta’s Llama 2 LLM to Power On-Device Generative AI, MediaTek Takes Another Swing at Mobile’s Premium Tier
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s announcement that it has partnered with Meta to bring on-device generative AI capabilities to its next-gen SoCs, and what this move signals about MediaTek’s mobile and edge compute ambitions.
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