Futurum’s Daniel Newman and Ron Westfall assess Intel’s financial results for the first quarter of fiscal 2023, including $11.7 billion revenue, down 36% year over year, and why they believe the company is meeting the top challenge of executing a strategic plan that requires vigilance but also a great deal of patience, such as delivering on its IDM 2.0 roadmap as well as meeting process and product portfolio objectives that can entail or require a horizon beyond 2023 to bear more enduring fruit.
The Futurum Group analyst, Michael Diamond discusses Qualcomm’s Snapdragon Game Super Resolution (GSR) process that is designed to enhance the mobile gaming experience by leveraging its single-pass spatial aware process that improves game resolution while saving battery life.
The Futurum Group’s analyst Todd R. Weiss shares his insights as Intel Foundry Services partners with Arm on new SoC designs for next-gen low-power chips that will run on Arm-designed cores, using Intel 18A process technology for mobile devices.
Futurum analyst Todd R. Weiss shares his insights as GlobalFoundries partners with Georgia Tech on semiconductor research and education to help the chip maker prepare and train its next generation of skilled employees for jobs in the high-demand semiconductor industry.
Futurum analyst Michael Diamond explores the recent updates to the United States CHIPS & Science Act’s policies that seek to enforce necessary export compliance controls of more advanced technologies in the future and shares insights on why these adjustments are prudent.
Futurum analyst Todd R. Weiss details how AMD 4th gen Epyc CPUs are now optimized for embedded systems in specialized networking, storage, security and firewall uses, as well as for industrial edge servers, as the company expands its latest chip line with its new Epyc Embedded 9004 processors.
Futurum analyst Michael Diamond looks at Samsung’s long-term investment plans for creating the world's largest chip-making cluster and what it means for the company moving forward.
On this episode of The Six Five – Insider – CHIPS Act Special Edition, hosts Daniel Newman and Patrick Moorhead welcome Intel's Bruce Andrews, to talk about Intel’s role in the CHIPS Act and how the company is contributing to national security, sustainability, and supply chain in a globally competitive industry.
Futurum’s Ron Westfall examines why Casa Systems’ new Axyom Cloud Native vBNG/AGF technology, powered by 4th Gen Xeon Scalable processors, can enable service providers to offer wireline and wireless services at the edge more efficiently, which meet their performance objectives while diversifying their addressable markets by introducing new services frugally.
