Category: Semiconductors, Supply Chain, & Emerging Tech

January 29, 2021

Honeywell Finishes Year Strong, Pivoting Deeper into Tech

Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot....
With Gelsinger as New CEO, Intel Gets an Engineer Who Can Bring Back Innovation
January 28, 2021

With Gelsinger as New CEO, Intel Gets an Engineer Who Can Bring Back Innovation

Pat Gelsinger, Intel's New CEO with eight patents to his name, will aim to narrow the gap to competitors AMD and NVIDIA....
January 27, 2021

Qualcomm’s Automotive Sector Strategy Shifts into High Gear this Week With a Bevy of Announcements

Qualcomm’s automotive sector strategy shifts into high gear this week with a bevy of announcements combining powerful SOCs, homogeneous system design and 5G to deliver best-in-class technology solutions to global...
January 27, 2021

AMD Outperforms for Q4 and Year Delivering Strong Growth

AMD finished the year out with a big result seeing significant QoQ and YoY growth as it heads into 2021 with strong momentum behind it....
January 25, 2021

Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm

In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers,...
What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company
January 22, 2021

What Investors are Missing About Qualcomm, an Oft-misunderstood Chip Company

Qualcomm announces a change in CEO and positions the company for massive revenue and profit growth as the chip maker diversifies....
January 22, 2021

Intel Finishes Year on Record Note, Beating Q4 Estimates

Despite what has been presented as a tumultuous year for Intel, the company delivered record revenue and a strong beat for its 2020 Q4....
January 21, 2021

IBM Delivers Strong Beat on EPS, But Top Line Falls Short for Q4

IBM managed operations strongly yielding an EPS beat despite another soft revenue quarter with Red Hat as its lone bright spot....
January 20, 2021

A Diverse Approach to AI has AWS Uniquely Positioned for Growth

Over the past few years, Amazon's AWS has been staunchly focused on building a complete set of tools to deliver AI at scale....
Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year
January 19, 2021

Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year

Here’s What’s in Store for Marvell Technology, Qualcomm and Other Semiconductor Companies This Year...
January 13, 2021

Qualcomm to Acquire Chipmaker Nuvia in a $1.4 Billion Tie-Up

Qualcomm is pushing its CPU capabilities by acquiring chipmaker NUVIA in a $1.4 billion deal that should provide a big boost to Qualcomm....
January 12, 2021

Intel Channels Unity for Intel Partner Alliance Debut

The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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