Category: Semiconductors and Components

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.
The Six Five team discusses Google Cloud and Tau T2A.
The Cloud-Optimized Silicon Era – The Six Five Summit Sessions
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.
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.
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.
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.
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.
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.
Futurum analysts Daniel Newman and Todd R. Weiss review NVIDIA's Q1 2023 earnings, which posted a new NVIDIA quarterly revenue record at $8.29B for the GPU maker in a turbulent global marketplace, and explore what’s likely ahead.
Futurum analyst Michael Diamond looks at Hewlett-Packard’s latest two ZBook mobile workstations, which get component upgrades aimed at bringing more compute power to resource-hungry creative and technical professionals working in hybrid and remote locations.
In this research report, Futurum Research examines why in selecting the optimal microprocessor architecture organizations must take a comprehensive approach in understanding the strategic microprocessor architecture powering their implementations. This includes understanding fully that the migration off of x86 to Arm for most companies would prove to be a significant undertaking at a point in where the diverse x86 offerings in market are market tested and trusted by enterprises to run the vast majority of enterprise applications—especially those critical in nature.

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