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Category: Semiconductors and Components

Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q1 2023 Hits $8.91B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss report as Broadcom revenue in Q1 2023 hits $8.91B, beating estimates, as the semiconductor and infrastructure software vendor announced its latest earnings figures as it continues to pursue its proposed $61 billion acquisition of virtualization and cloud computing software vendor, VMware.
Daniel Newman

NVIDIA Revenue for Q4 2023 Hits $6.05B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue for Q4 2023 hits $6.05B, beating estimates as the GPU, AI, HPC, and supercomputing vendor reported improving Q4 and full FY2023 earnings numbers.
Daniel Newman

GlobalFoundries Earnings

The Six Five team discusses GlobalFoundries' latest earnings.
Ron Westfall

HP Debuts New Z by HP Performance Desktops and Capabilities that Take Workflows to the Next Level

Futurum’s Ron Westfall examines why the new HP Z solution set can swiftly improve HP’s competitive stance in the tightly contested workstation market segment, compelling main rivals Dell and Lenovo to counter with their own portfolio development and marketing moves.
Daniel Newman & tweiss@futurumresearch.com

Lattice Semiconductor Revenue in Q4 2022 Hits $175.9M, Up 24% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor revenue in Q4 2022 hits $175.9M, up 24% YoY, as the low-power programmable FPGA maker shows impressive results in a still-challenging marketplace around the world.
Daniel Newman & tweiss@futurumresearch.com

GlobalFoundries Revenue for Q4 2022 Hits $2.1B, up 14% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as GlobalFoundries revenue for Q4 2022 hits $2.1B, up 14% YoY, as the contract semiconductor design and manufacturing company released its Q4 and FY2022 earnings amid still-roiling macroeconomic conditions around much of the globe.
Ron Westfall

Intel Arc: Reinvigorates GPU Prop with Performance, Bundling, and Pricing Enhancements

Futurum’s Ron Westfall examines why Intel is making the right moves to stir up competition in the gaming GPU market segment by following through on its commitment to deliver price performance advances to its Arc A750 product in Q1 2023.
Daniel Newman

GlobalFoundries Partnership with GM

The Six Five team discusses GlobalFoundries partnership with GM.
Daniel Newman

Silicon Labs Revenue for Q4 2022 Hits $257M, Up 23% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Silicon Labs revenue for Q4 2022 hits $257M, up 23% YoY, but even more impressive was its full FY2022 revenue of $1.02B, up 42% from $721M one year ago as the secure, intelligent wireless technology company reported its latest earnings.
Ron Westfall

Mavenir and AMD Ready to OpenBeam Up CSPs to Cloud-Native Networks

Futurum’s Ron Westfall assesses why Mavenir’s new Open RAN OpenBeam Radio and Converged Packet Core initiatives with AMD demonstrate that Mavenir and the mobile ecosystem are maturing and becoming more effective at delivering solutions that can swiftly advance CSP transition toward open, cloud-native network models.
mdiamond@futurumresearch.com

NXP Semiconductor Q4 2022 Revenues, up 9 Percent YoY – and Thoughts on What’s Ahead for the Semiconductor Manufacturer

Futurum analyst Michael Diamond covers NXP Semiconductor’s most recent quarterly earnings and shares thoughts on what these results mean for the company moving forward.
Daniel Newman & tweiss@futurumresearch.com

AMD Revenue Hits $5.6B in Q4, Up 16% YoY, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as AMD revenue hits $5.6B in Q4, up 16% YoY, beating estimates as the chip maker heads into FY2023 following its 2022 acquisition of embedded chip vendor Xilinx.
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