Category: Semiconductors, Supply Chain, & Emerging Tech

August 6, 2020

MLPerf Update: NVIDIA Pushes The Boundaries of the GPU

NVIDIA maintains its market leadership for MLPerf based upon its most recent benchmarks on its newest A100 Tensor Core GPU....
July 28, 2020

AMD Firing On All Cylinders as Tech Continues to Outperform

AMD had a very strong quarter that included a beat on revenue and earnings as well as double digit YoY growth. A sign of strength amidst the slowed economy....
July 28, 2020

Qualcomm’s New Quick Charge 5 Technology Can Safely Charge Your Phone to 100% in the Time it Takes to Shower

Qualcomm’s Quick Charge was already the number one fast-charging solution in mobile, with over 1,000 unique accessories, over 250 mobile devices, and healthy expansion into adjacent technology categories like tablets,...
July 28, 2020

Intel Engineering Chief Departs Following 7nm Delays

Intel CEO Bob Swan announced some major leadership changes following last week's earnings and 7nm delays. What do the changes mean?...
July 25, 2020

Marvell Crystallizes its Custom ASIC Portfolio and Market Message

Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for...
July 23, 2020

Intel Deliver Strong Q2 But Leaves Some Questions For Investors

Intel delivered a strong growth in its fiscal Q2, but Wall Street showed some resistance as delays in the company's next gen processors continue....
July 23, 2020

What Could an NVIDIA Acquisition of ARM Mean for Semiconductors?

Rumors have emerged of a possible takeover of ARM by NVIDIA. What would this mean for ARM and for Semiconductors in general?...
July 22, 2020

ICYMI: Qualcomm’s New Snapdragon Wear 4100+ Brings Significant Performance Improvements to Android Smartwatches

Performance improvements aside, I can’t help but sense that the android smartwatch ecosystem is being somewhat hamstrung by a lack of interest, perhaps from Google, to really focus on beating...
July 20, 2020

IBM Kicks Off Tech Earnings With A Strong Q2 Result

As we head into another big season of tech earnings, IBM is leading off providing a look ahead as to how tech fared amidst a rampant global pandemic....
June 30, 2020

NVIDIA Announces Important Updates to its vGPU Offering

NVIDIA announced a series of important updates to its vGPU offering to power collaboration, work from home and IT administrators amidst Covid-19....
June 22, 2020

An Insider’s Look at the Current Semiconductor Market – The Six Five Insiders Edition

On this special episode of The Six Five - Insiders Edition, hosts Patrick Moorhead and Daniel Newman are joined by GLOBALFOUNDRIES CEO Tom Caufield to discuss the success GLOBALFOUNDRIES has...
June 21, 2020

Intel Pushes AI Ambitions Forward With Third Generation Xeon Scalable

Intel announced its 3rd genertion Xeon Scalable processors, which will comprise of 14nm and 10nm parts and have a greater emphasis on AI....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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