Category: Semiconductors and Components

August 9, 2021

Daniel Newman

Video Research Note

Alphabet Wants to Make Its Own Smartphone Chips

5G, Semiconductors and Components

August 9, 2021

Daniel Newman

Six Five Webcast

Let Me Repeat: Chips Are Strategic – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Marvell buys Innovium, NVIDIA Advances Instant AI, Intel Provides Its Multi-Year Roadmap and more topics you won't want to miss.

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

July 30, 2021

Fred McClimans

Research Note

AMD Q2 2021 Earnings: The 99% Solution?

AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.

Processors, Semiconductors and Components

July 27, 2021

Daniel Newman

Research Note

Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A

Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.

Cloud, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

July 26, 2021

Steven Dickens

Futurum Tech Webcast

Earnings Reports, Acquisitions, and Antitrust. Oh My! – The Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Steven Dickens and Daniel Newman discuss the latest earnings reports from SUSE and IBM, Intel and Temenos, Zoom’s acquisition of Five9, and other technology news you won't want to miss.

5G, Cloud, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

July 26, 2021

Daniel Newman

Video Research Note

GlobalFoundries Rebrands at the Right Time

Semiconductors and Components

July 16, 2021

Shelly Kramer

Futurum Tech Webcast

Intel says – “I’ll see your IP move and raise you a fab” and more thoughts on the news of talks about an Intel GlobalFoundries acquisition – Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Daniel Newman, Shelly Kramer, and Fred McClimans discuss the reports of Intel Corp being in talks to buy semiconductor manufacturer Global Foundries for about $30 billion. There’s no doubt the silicon industry is in the midst of a crisis — limited fab capabilities and supply chain disruptions (due to trade conflicts and the ongoing pandemic) have impacted chip companies, their customers, and end consumers the world over. Would an acquisition of this nature rock the chip industry or make it better? What are the potential hurdles? Would it ever actually happen?