Category: Semiconductors and Components

June 5, 2023

Alex Gaw

Industry News

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

Semiconductors and Components

June 1, 2023

Daniel Newman

Video Research Note

NVIDIA Q1 Earnings

The Six Five team discusses NVIDIA Q1 Earnings.

AI, Processors, Semiconductors and Components

May 24, 2023

Daniel Newman

Six Five Webcast

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.

AI, Semiconductors and Components

May 11, 2023

Daniel Newman

Research Note

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.

Cloud, Hybrid Cloud, Infrastructure, and Operations, IoT, Semiconductors and Components

May 10, 2023

Randy Kerns

Research Note

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.

Data Management, Processors, Semiconductors and Components

May 8, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

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.

AI, Edge Networking, PCs and Devices, Semiconductors and Components

May 8, 2023

Daniel Newman & tweiss@futurumresearch.com

Research Note

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.

Semiconductors and Components

May 5, 2023

Daniel Newman

Research Note

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.

AI, Processors, Semiconductors and Components

May 3, 2023

Daniel Newman

Six Five Webcast

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.

5G, AI, Semiconductors and Components

May 1, 2023

Daniel Newman

Research Note

Intel Q1 2023 Results: Adversity Sharpens Focus on Turnaround Strategy

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.

AI, Data Infrastructure, PCs and Devices, Semiconductors and Components

April 28, 2023

mdiamond@futurumresearch.com

Research Note

Qualcomm Snapdragon Game Super Resolution: Better Graphics and Power Savings

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.