Category: Semiconductors and Components

Daniel Newman and Patrick Moorhead discuss competition between AMD, NVIDIA, and Intel in the AI hardware space, Tesla’s vision for autonomous robotics, and Amazon’s AI-driven logistics innovations, offering deep insights into the future of AI.
New Snapdragon Drive Elite and Snapdragon Cockpit Elite Automotive Platforms Get a Massive Performance Upgrade With Qualcomm’s Custom Oryon CPU
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon Cockpit Elite and Snapdragon Ride Elite flagship tier automotive SOCs, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future Snapdragon Digital Chassis releases, and the growing importance of delivering powerful, flexible, and future-proofed automotive platforms that will leverage multi-modal AI and agentic AI capabilities across Qualcomm’s entire automotive solutions stack.
The New Snapdragon 8 Elite Mobile Platform Shows off Qualcomm’s Custom Oryon CPU and Delivers True On-Device Multimodal AI to the Android Ecosystem
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon 8 Elite flagship tier mobile SOC, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future releases, and the growing importance of delivering platforms that will drive rapid agentic AI innovations and next-gen ultra-personalized experiences.
On this episode of the Six Five Podcast - Infrastructure Matters, hosts Camberley Bates, Dion Hinchcliffe, and Keith Townsend unpack the latest in AI and semiconductor debates, revealing insights from the Amazon AI Summit and Smartsheet ENGAGE conference, along with AMD's chip innovation challenges.
The Six Five team discusses AMD, Intel, Tech Titans Extend X86 ISA
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD & Intel, Amazon & Google, Amazon Kindle, along with Lenovo Tech World and Adobe Max events.
Vamsi Boppana, SVP of AI at AMD, and Brad McCredie, SVP of Data Center GPU and Accelerated Processing, join Daniel Newman and Patrick Moorhead, sharing insights on AMD's development in AI and data center solutions.
GlobalFoundries and Silicon Catalyst Join Forces to Accelerate Innovation in Semiconductor Solutions for Startups, Focusing on IoT, Automotive, AI, and Future Markets Such as Quantum Computing
Dr. Bob Sutor, VP and Practice Lead, Emerging Technologies at The Futurum Group, shares insights on the GlobalFoundries and Silicon Catalyst partnership to accelerate semiconductor innovation for startups, focusing on IoT, AI, and quantum computing.
Daniel Newman and Patrick Moorhead provide insights into the latest tech industry moves, from Google’s antitrust move against Microsoft to HP’s AI innovations, Intel’s benchmarks, and NetApp’s evolution in data infrastructure.
Daniel Newman and Patrick Moorhead sat down with AMD CEO Lisa Su and Intel Corporation CEO Pat Gelsinger for an exclusive interview. AMD & Intel, two of the biggest competitors in the semiconductor market, announced their collaboration on a new x86 Ecosystem Advisory Board.
Forrest Norrod, Executive VP and GM at AMD, joins Daniel Newman and Patrick Moorhead on the Six Five, sharing insights on AMD's journey towards being a comprehensive data center solutions provider.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA & MediaTek, Apple and cover events such as AMD Advancing AI, Amazon Generative AI Summit, Commvault SHIFT, and Tesla Robotaxi.

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