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Category: Semiconductors and Components

Daniel Newman

Intel’s IFS and Arm Collaborate on 18A

The Six Five team discusses Intel's IFS and Arm Collaboration on the 18A.
tweiss@futurumresearch.com

Intel Foundry Services Partners with Arm on New SoC Designs

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.
tweiss@futurumresearch.com

GlobalFoundries Partners with Georgia Tech on Chip Research

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.
Daniel Newman

Intel Org Changes

The Six Five team discusses Intel organizational changes.
mdiamond@futurumresearch.com

The CHIPS & Science Act Adjustments: Not a Smite but Understand the Plight

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.
tweiss@futurumresearch.com

AMD 4th Gen Epyc CPUs Now Optimized for Embedded Systems

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.
mdiamond@futurumresearch.com

Samsung is Investing in New Chip-Making Cluster for Future Growth

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.
Daniel Newman

The Six Five Insider – A CHIPS Act Special Edition with Intel’s Bruce Andrews

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.
Ron Westfall

MWC 2023: Casa Systems and Intel Team Up to Turbo Boost vBNG and 5G AGF Capabilities

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.
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.
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