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Category: Semiconductors and Components

Daniel Newman

Qualcomm Q3 2022 Revenue Hits $10.9B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss cover Qualcomm Q3 2022 earnings, where revenue hit $10.9B, beating estimates and leading the 5G and mobile chipmaker in a strong performance against growing market headwinds.
Daniel Newman

Slimmer Chips Act Passes Senate

The Six Five team discusses the slimmer Chips Act that passed the Senate.
Daniel Newman

Driving the Next Era of Computing with Intel Foundry Services – The Six Five Summit Sessions

Driving the Next Era of Computing with Intel Foundry Services - The Six Five Summit Sessions
tweiss@futurumresearch.com

How AMD’s Chiplets Revolutionized Today’s Computer Chips

Futurum analyst Todd R. Weiss looks at how AMD’s chiplets revolutionized today’s computer chips by encouraging innovative designs that carve large, old-style CPU chips into smaller pieces for flexibility and energy savings.
Daniel Newman

Google Cloud Goes Arm With Tau T2A

The Six Five team discusses Google Cloud and Tau T2A.
Daniel Newman

The Cloud-Optimized Silicon Era – The Six Five Summit Sessions

The Cloud-Optimized Silicon Era – The Six Five Summit Sessions
tweiss@futurumresearch.com

RISC-V Computing Leader SiFive Opens New U.K. R&D Center

Futurum analyst Todd R. Weiss looks at RISC-V computing leader SiFive’s announcement of the opening of its new U.K.-based R&D center and its bold plans to hire more than 100 workers for its global operations over the next two years.
Daniel Newman

STMicroelectronics, GlobalFoundries Building New Chip Plant

Futurum's Daniel Newman and Todd R. Weiss look at the just-unveiled plans by STMicroelectronics and GlobalFoundries to build a new chip plant in France that will increase their chip making capacity by 622,000 wafers, even as plans for U.S. chip making facilities are stalled.
tweiss@futurumresearch.com

RISC-V International Adds Four ISA Chip Specification Approvals

Futurum analyst Todd R. Weiss examines the addition by RISC-V International of four ISA chip specification approvals, bringing even broader tools for chip designers to improve and speed their latest chip designs.
Daniel Newman

CHIPS Act Delay Creates a Snowball for US Based Chip Manufacturing

Futurum principal analyst Daniel Newman discusses how Congress coming to an impasse with the proposed CHIPS Act may set Intel back nearly $100 billion as the development of their new U.S.-based semiconductor manufacturer could come to a pause.
tweiss@futurumresearch.com

AMD and Qualcomm Optimize FastConnect for AMD Ryzen CPUs

Futurum Research analyst Todd R. Weiss dives into the latest collaboration between AMD and Qualcomm that brings Qualcomm’s FastConnect technologies together with AMD Ryzen CPUs to deliver higher performance to business laptops running Windows 11.
Daniel Newman

Marvell Kicks Off Fiscal 2023 on a High Note with Robust Q1 Financial Results

Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.
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