Category: Semiconductors, Supply Chain, & Emerging Tech

An AMD-Xilinx Deal Would be Fraught with More Risk than the NVIDIA-Arm Tie-up
November 10, 2020

An AMD-Xilinx Deal Would be Fraught with More Risk than the NVIDIA-Arm Tie-up

An acquisition of Xilinx by AMD would be another indicator of a hot semiconductor industry. The race is tightening, and as AMD, Intel, Qualcomm, Nvidia, Marvell, and others push for...
November 6, 2020

Qualcomm Q4 Blows Past Expectations as 5G Surges

Qualcomm had a blowout quarter as the company is seeing the strength of 5G, diversified business, and the end of ongoing regulatory disputes....
October 29, 2020

Honeywell Delivers the H1, its Most Powerful Quantum Computer Yet

Honeywell has announced its next generation quantum computer offering 10 fully connected qubits and quantum volume of 128. What it means?...
October 27, 2020

AMD Double Splash: Announcing Xilinx Deal and Posting Big Q3 Earnings

AMD in a big announcement day for the company delivered strong Q3 earnings while officially moving forward with the acquisition of Xilinx....
October 23, 2020

Intel Q3 Results In Line With Guidance as Data Center Business Softens

For it's FY 20 Q3, Intel delivered at par showing some weakness in its data center business while hitting on its client computing business....
October 20, 2020

IBM Q3 Delivers On Par Results as Cloud Leads the Way

IBM's Q3 results met the streets expectations as it delivered strong cloud performance while continuing to struggle in managed services....
October 9, 2020

AMD’s Rumored Xilinx Acquisition: Interesting Move, But Not a Game Changer

AMD is allegedly deep in talks with Xilinx to acquire the chipmaker, which focuses on high end FPGA's for the datacenter....
October 9, 2020

Lattice Semiconductor Defense Event: The Best Defense is a Clearly Differentiated FPGA Portfolio

Lattice’s ability to clearly differentiate its FPGA portfolio against formidable rivals such as Intel and Xilinx will power its ability to defend the company’s leadership position as the largest volume...
September 30, 2020

The Impact of Being PSA Certified in the IoT Security Market – The Six Five Insiders Edition

In this new episode of the Six Five - Insiders’ Edition, co-hosts Daniel Newman and Patrick Moorhead talk with Arm’s Rene Haas about the future of IoT security, the impact...
IBM Hyper Protect Accelerator Focuses on Diversity and Inclusion in Startups
September 28, 2020

IBM Hyper Protect Accelerator Focuses on Diversity and Inclusion in Startups

In the world of tech and venture capitalism, specifically, there remains a large gap between the number of women and minorities actively launching new companies and attracting support from funders....
September 28, 2020

Oracle Cloud Infrastructure Takes the High-Performance Computing Road

OCI significantly bolsters its competitive prospects in the cloud HPC domain, through its agile array of semiconductor and HPC partnerships and clear-cut ability to use price/performance differentiators to win new...
NVIDIA’s Deal with Arm Paves the Path to a Trillion-Dollar Market Value
September 28, 2020

NVIDIA’s Deal with Arm Paves the Path to a Trillion-Dollar Market Value

The announcement was met with investor excitement, driving NVIDIA’s share price up as much as 8% and adding more than $25 billion to its market value — about two-thirds of...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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