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Category: Semiconductors, Supply Chain, & Emerging Tech

Lenovo Unveils Yoga Tab and Idea Tab Plus at IFA 2025: Can They Redefine the Midrange Tablet Market?
September 12, 2025

Lenovo Unveils Yoga Tab and Idea Tab Plus at IFA 2025: Can They Redefine the Midrange Tablet Market?

Olivier Blanchard, Research Director at Futurum shares his insights on Lenovo Yoga Tab and Idea Tab Plus launched at IFA 2025, highlighting AI features, display upgrades, and competitive pricing aimed...
Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged
September 11, 2025

Synopsys Q3 FY 2025: IP Business Weakness and Transformation Pose Concerns, But Long-Term Thesis Unchanged

Ray Wang, Research Director at Futurum, examines Synopsys’ Q3 FY 2025 earnings, where strong Design Automation growth and Ansys contributions were tempered by weakness in Design IP and ongoing China-related...
Could NVIDIA’s Collaboration with MediaTek Trigger a $73 Billion Acquisition Bid?
September 11, 2025

Could NVIDIA’s Collaboration with MediaTek Trigger a $73 Billion Acquisition Bid?

Olivier Blanchard, Research Director at Futurum, shares his insights on NVIDIA and MediaTek’s GB10 collaboration, which fuses CPU, memory, and GPU into a superchip while fueling speculation of a $73...
BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology
September 10, 2025

BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...
Qualcomm Debuts Dragonwing Q-6690 Processor
September 9, 2025

Qualcomm Debuts First Processor With Fully Integrated RFID Functionality

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration
September 9, 2025

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Accelerating Creativity and Productivity with Adobe Firefly
September 8, 2025

Accelerating Creativity and Productivity with Adobe Firefly

Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is...
The Six Five Pod | EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
September 8, 2025

The Six Five Pod | EP 275: AI’s Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the...
Generative AI Gets Competitive: IBM's Real-Time Strategy at the US Open – Six Five On The Road
September 5, 2025

Generative AI Gets Competitive: IBM’s Real-Time Strategy at the US Open – Six Five On The Road

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
A Conversation with MediaTek on the Latest AI Trends for Consumer Devices
September 4, 2025

A Conversation with MediaTek on the Latest AI Trends for Consumer Devices

Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
September 3, 2025

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
September 3, 2025

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....

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