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Category: Semiconductors and Components

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.
Daniel Newman

Intel Q4 2022 and FY 2022 Results: Patience is a Virtue

Futurum’s Ron Westfall and Daniel Newman assess Intel’s financial results for the fourth quarter of fiscal 2022 and full year 2022 and why they believe the company is executing the strategy required to improve its overall financial situation, including focus on driving $3 billion in cost reductions in 2023, growing to $8 billion to $10 billion in annualized cost reductions and efficiency gains by the end of 2025, as well as making long game moves to boost prospects in key areas such as IFS, data center, and mobile & gaming platforms.
Daniel Newman

TSMC Earnings

The Six Five team discusses TSMC Earnings.
mdiamond@futurumresearch.com

Yeelight Selects Silicon Labs MG24 SoC for its Yeelight Pro, Its First Matter 1.0 Battery-Powered Occupancy Sensor

Futurum analyst Michael Diamond explores Yeelabs announcement at CES 2023 of the company’s selection of Silicon Labs MG24 2.4Ghz wireless system-on-chip to power its P20 occupancy sensor that is Matter 1.0 ready.
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