Category: Semiconductors and Components

Bargav Balakrishnan, VP of Product Management at IBM, joins Steven Dickens to share insights on the evolution and future of IBM Power servers. Discover the milestones since Power10 and what's next for Power, including the exciting Power11 processor.
A Look Into Arm’s Q2 2025 Earnings, Highlighting Key Growth Drivers and Strategic Positioning in AI, Automotive, and Data Centers
Dr. Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Arm Holdings’ Q2 FY25 earnings, highlighting key revenue drivers from AI, data centers, and automotive.
Despite Year-To-Year Revenue Decline, GlobalFoundries Builds Momentum With Strategic Partnerships and Growth in High-Demand Sectors
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, discusses GlobalFoundries’ Q3 2024 earnings, with key partnerships in automotive and AI sectors and industry-wide pressures and challenges in the semiconductor market.
An Analytical Look at Lattice’s Q3 FY2024 Earnings, Strategic Cost Reductions, and the Company’s Focus on Long-Term Market Expansion
Bob Sutor, VP and Practice Lead of Emerging Technologies at The Futurum Group analyzes Lattice Semiconductor's Q3 2024 results, examining the company's strategic cost reductions, AI-PC partnerships, and leadership transition to drive long-term growth.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Google, AMD, Microsoft, Apple, Amazon, and Intel.
Intel Is Undergoing a Significant Restructuring, Focusing on Investments in Artificial Intelligence and Advancements in Its Foundry Operation
Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, analyzes Intel’s Q3 2024 earnings report, focusing on the company’s restructuring efforts, investments in artificial intelligence, and advancements in its foundry operations.
Cristiano Amon, President and CEO at Qualcomm, joins Patrick Moorhead to share his insights on the Snapdragon Summit's cutting-edge announcements. A peak into Qualcomm's future vision and the impact of Snapdragon innovations.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Qualcomm, Arm & Qualcomm, SAP, IBM, ServiceNow, and NVIDIA
Daniel Newman and Patrick Moorhead discuss key tech industry developments, including AMD and Intel’s historic collaboration, Lenovo’s AI innovations, and the role of nuclear power in supporting AI infrastructure growth.
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.

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