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Category: Semiconductors and Components

Ron Westfall

GlobalFoundries and Lockheed Martin Put the National Security Into the US Chipset Supply Chain

The Futurum Group’s Ron Westfall examines why the collaboration between GlobalFoundries and Lockheed Martin directly benefits from the duo’s trusted partner status across the aerospace and defense industries, reaffirming the national security credentials of the partnership in reliably and securely providing the semiconductors vital to mission-critical security systems.
mdiamond@futurumresearch.com

Intel Meteor Lake: Placing Bets on On-Device AI

The Futurum Group Industry Analyst Michael Diamond discusses Intel’s recently unveiled new 14th-generation Intel Meteor Lake CPUs that are built on 4-nanometer processes versus its 13th Generation Raptor Lake chips that are built on the 7-nanometer process.
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q2 2023 Hits $8.73 Billion, Beating Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q2 2023 hit $8.73B, beating estimates as the semiconductor and infrastructure software vendor reported its latest earnings on June 1 as its $61 billion acquisition of VMware appears to be heading to completion later this year.
Alex Gaw

CX Customer Wins for Oracle, ASAPP Financial, IrisCX, WorkJam, and FullStory

Partnerships Benefit Prada Group, TCU Financial Credit Union, Great Northern Insulation, Worldwide Flight Services, and Mouser Electronics
Daniel Newman

NVIDIA Q1 Earnings

The Six Five team discusses NVIDIA Q1 Earnings.
Daniel Newman

The Six Five – On The Road: Lattice Analyst & Investor Day

On this episode of The Six Five – On The Road, host Daniel Newman sits down with Lattice Semiconductor’s President and CEO, Jim Anderson, along with Esam Elashmawi, Chief Strategy and Marketing Officer, and CFO, Sherri Luther, to discuss the recent announcements made at their Analyst & investor Day event.
Daniel Newman

GlobalFoundries Q1 2023 Financials: Meeting Macro Challenges to Assure Profitable Path

Futurum’s Daniel Newman and Ron Westfall assess why GlobalFoundries has the leadership team and portfolio diversity key to maintaining disciplined focus on profitability by managing costs while driving an augmented mix of business to its customers. GlobalFoundries’ continued investments in capacity can continue to drive its ability to fulfill new agreements, further differentiate solutions, as well as grow its end market mix.
Randy Kerns
Randy Kerns

Nyriad Exhibits their New UltraIO Block Storage System at NAB 2023

Randy Kerns, senior strategist at Futurum Research (formerly known as Evaluator Group), recaps Nyriad’s new UltraIO storage system exhibited at NAB 2023 and shares his thoughts on what makes UltraIO valuable to customers.
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q2 Hits $9.27B, Beating Analyst Estimates

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm revenue in Q2 hits $9.27B, beating analyst estimates as the Snapdragon mobile processor, 5G, RF system, and Wi-Fi tech vendor unveils its Q2 earnings, and as the expected growth impacts of Generative AI begin looming on the company’s horizon.
Daniel Newman & tweiss@futurumresearch.com

Lattice Semiconductor Q1 2023 Revenue Hits $184M, Up 22.5% YoY

The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q1 2023 revenue hits $184M, up 22.5% YoY as the low-power programmable FPGA maker reported its latest earnings figures on May 1, including impressive growth in its industrial and automotive segment.
Daniel Newman

AMD Q1 2023 Earnings, down 9% on a Weaker PC Market

The Futurum Group’s Daniel Newman and Michael Diamond examine AMD’s recent first quarter earnings and what it means for the industry and company moving forward.
Daniel Newman

Talking Earningspalooza Microsoft, Google, Amazon, Intel, T-Mobile, and Activision

On this episode of the Six Five, hosts Daniel Newman and Patrick Moorhead discuss the Earnings Palooza for Microsoft, Google, Amazon, Intel, T-Mobile, and Activision.
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