Category: Semiconductors and Components

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Mircon’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.
Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
Lattice Continues 13 Consecutive Quarters of Record Revenue Gains
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q2 2023 revenue hit $190.08 million, up 18% YoY, as the low-power programmable FPGA maker reported its latest earnings figures on July 31. The company’s Q2 revenue total marks 13 consecutive quarters of record revenue increases for the company.
The Futurum Group analyst Todd R. Weiss looks at how Arm is fighting the semiconductor skills shortage with a new education alliance that aims to find and train the next generations of skilled semiconductor workers. The Alliance brings together Arm and its partners and stakeholders from industry, education, and government to broaden the pool of workers amid a shortage of skilled labor.
Execs from major U.S. semiconductor companies recently met with Secretary of State Anthony Blinken to discuss relations with China, despite rumors that the Biden Administration is tightening restrictions. The Futurum Group’s Daniel Newman breaks down what these restrictions will mean for the U.S. semiconductor market.
The Six Five team discusses China Plays Offense with Precious Metals.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Broadcom, VMWare, China, Microsoft, Activision, Adobe, Amazon, IBM & Google.
In this episode of Making Markets, Matt Johnson, President and CEO of Silicon Labs, talks with host Daniel Newman about the state of the market, scaling Internet of Things (IoT) and the impact that red-hot AI has on that part of the company's business.
Marvell Technologies new Brightlane Q622x family of central Automotive Ethernet switches raises the technical and competitive bar for the fast-growing automotive switch category in powering the support of zonal architectures across next-generation software-defined vehicles. The Futurum Group’s Ron Westfall and Marvell’s Amir Bar-Niv examine why Marvell’s new Brightlane switch family delivers future-proof bandwidth, decreases bill of materials space and cost as well as provides breakthrough comprehensive security features.
Amdocs Survey Finds Consumers Want More AR and MR Tech, but Need More Education and Guidance
The Futurum Group’s Ron Westfall and Daniel Newman evaluate the x86 architecture and why they believe having the largest footprint in public and private clouds, provides testament to the trust and long-standing relationship between Intel and the ecosystem and allows organizations to avoid mixing microprocessor architectures from different vendors, such as Arm, thereby creating more challenges, risks, and cost, across their private, public, and hybrid cloud environments.

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