Category: Semiconductors and Components

May 31, 2024

Daniel Newman

Video Research Note

Dell Tech World 2024

The Six Five team discusses Dell Tech World 2024.

AI, Business Information, Semiconductors and Components

May 30, 2024

Steven Dickens

Research Note

Synopsys Q2 2024: Strong Tech Performance Amid Rising Chip Complexity

Strong Performance in Q2 2024 Reflects the Company’s Robust Business Model and Continued Demand for Its Critical Technology Solutions

The Futurum Group’s Steven Dickens highlights Synopsys’ strong Q2 2024 performance with the evolution of AI and the need for sophisticated silicon technology placing the company at the forefront of a rapidly expanding market.

AI, Business Information, Semiconductors and Components

May 29, 2024

Ron Westfall

Research Note

DTW24: Dell and Ericsson Boost Joint Goal to Spur Telco Cloud Journeys

Dell and Ericsson Team Up to Build Network Cloud Infrastructure Plans Aimed at Speeding Up CSP Cloud Transformation Journey with Joint Solutions and Services

The Futurum Group’s Ron Westfall examines why the Dell Ericsson partnership plays an integral role in ensuring that CSPs can catalyze their network cloud transformation alongside improving their business outcomes.

AI, Cloud, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

May 24, 2024

Daniel Newman

Video Research Note

Synopsys Sells Off Software Integrity Division

The Six Five team discusses Synopsys sells off Software Integrity Division.

Business Information, Semiconductors and Components

May 23, 2024

Steven Dickens

Six Five Webcast

AI Assistants and the Mainframe – Six Five In The Booth at IBM Think

Tina Tarquinio, VP at IBM, joins Steven Dickens to share her insights on leveraging AI with the mainframe to enhance productivity and modernize applications, charting the course for future innovations in IT infrastructure.

AI and Data Analytics, Data Infrastructure, Emerging Technologies, Enterprise Applications, PCs and Devices, Semiconductors and Components

May 23, 2024

Ron Westfall

Research Note

MFD 11: Juniper Choreographs AI-Native Networking Breakthroughs

Juniper Unveils New AI-Native Networking Capabilities Aimed at Uplifting Proactive Insight and Automation Across Its Wireless and Wired Access Solutions

The Futurum Group’s Ron Westfall examines why the new Juniper AI-Networking Platform capabilities, such as Marvis Application Experience Insight alongside wireless/wired digital experience twinning, gives Juniper a competitive edge.

AI, Communications Networks, Digital Transformation, Hybrid Cloud, Infrastructure, and Operations, Semiconductors and Components

May 22, 2024

David Nicholson and Lisa Martin

Six Five Webcast

Memory’s Role in Advancing AI – Six Five On The Road at Dell Technologies World

Christina Day, Director of DRAM Product Marketing at Samsung Semiconductor, joins hosts Dave Nicholson and Lisa Martin to share her insights on how advanced memory technology is critical for accelerating and enhancing AI capabilities, highlighting the potential of Processing-In-Memory (PIM).

AI and Data Analytics, Emerging Technologies, Semiconductors and Components

May 21, 2024

Olivier Blanchard

Research Note

New Snapdragon-Powered Copilot+ Windows PCs Redefine the PC Market

Acer, Asus, Dell, HP, Lenovo, Microsoft, and Samsung Coordinate Global Launch of Snapdragon X-Powered Windows Copilot+ PCs

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Microsoft’s Copilot+ PC announcement and explains why Qualcomm’s Windows-on-Arm AI-accelerated Snapdragon X PC platform is set to radically transform the PC space.