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Category: Semiconductors and Components

Talking NVIDIA, Arm & Qualcomm, Google, & More
Daniel Newman

Talking NVIDIA, Arm & Qualcomm, Google, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Micron, Google Gemini improvements, NVIDIA updates and more.
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day
Six Five Media
Six Five Media

The Future of Silicon Is Custom – Six Five at Marvell Industry Analyst Day

Nigel Alvares, VP of Marketing at Marvell, joins Patrick Moorhead to share his insights on the booming trend toward custom silicon, spotlighting how Marvell is steering through the changing tides of the semiconductor industry.
Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day
Six Five Media
Six Five Media

Scaling Up and Out for AI – Six Five at Marvell Industry Analyst Day

Achyut Shah and Nick Kucharewski from Marvell join Patrick Moorhead to share their insights on evolving AI infrastructure and the critical technologies Marvell is developing to support this transition, heralding a new era of data center architectures.
How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day
Daniel Newman

How Custom HBM is Shaping AI Chip Technology – Six Five On The Road at Marvell Industry Analyst Day

In Dong Kim, Sunny Kang, and Will Chu join the Six Five team to discuss the future of chip technology with custom High Bandwidth Memory (HBM), a pivotal shift that promises to enhance memory capabilities and efficiency.
Insights from Lenovo and Micron to Deliver Extreme Performance Computing - Six Five On The Road at SC24
David Nicholson

Insights from Lenovo and Micron to Deliver Extreme Performance Computing – Six Five On The Road at SC24

Patrick Caporale and Praveen Vaidyanathan share insights on the essential collaboration between Lenovo and Micron in developing next-gen technologies that drive extreme performance computing, particularly for AI and HPC workloads.
Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs
Olivier Blanchard
Olivier Blanchard

Tim Keating Joins AMD to Lead Government Relations and Regulatory Affairs

Strategic Leadership Appointment Highlights AMD’s Focus On Navigating Regulatory Landscapes and Fostering Innovation in High-Performance Computing
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy engagement.
Talking Adobe, Broadcom, Oracle, NVIDIA, & More
Daniel Newman

Talking Adobe, Broadcom, Oracle, NVIDIA, & More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Adobe, Broadcom, and Oracle, along with Marvell Industry Analyst Day and Lattice Semi Developer Conference
The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast
Six Five Media
Daniel Newman & Six Five Media

The Rise of AI and Enterprise Solutions – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Insights from Dell's AI Innovation, Qualcomm & More
Six Five Media
Daniel Newman & Six Five Media

Insights from Dell, Qualcomm & More – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Lattice Nexus 2 Demo - Six Five In the Booth at Lattice Developers Conference 24
Daniel Newman

Lattice Nexus 2 Demo – Six Five In the Booth at Lattice Developers Conference 24

Deepak Boppana, at Lattice Semiconductor, joins hosts Patrick Moorhead and Daniel Newman,, sharing insights on the Lattice Nexus 2 platform. This conversation delves into the platform's innovation and its pivotal role at Lattice Developers Conference 24.
Six Five On The Road at Lattice DevCon 2024 - Deep Dive into Lattice's Growth and Innovations
Daniel Newman

Six Five On the Road at Lattice DevCon 2024 – Deep Dive into Lattice’s Growth and Innovations

Ford Tamer, CEO at Lattice, alongside Esam Elashmawi and Dan Mansur, share in-depth insights into Lattice's growth strategy, key product launches, and their unique stance in the Edge AI marketplace, directly from Lattice DevCon 2024.
Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition
Dr. Bob Sutor
Dr. Bob Sutor

Synopsys Achieves Record Q4 FY 2024, Prepares for Ansys Acquisition

Strong Revenue Growth, Operational Efficiency, and Strategic Realignments Define a Transformative Year for Synopsys
Dr. Bob Sutor, VP and Practice Lead at The Futurum Group, discusses Synopsys' fiscal year 2024 results, the company’s record-breaking revenue, operational efficiency, the sale of its Software Integrity business, and progress on the Ansys acquisition.
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