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Category: Semiconductors, Supply Chain, & Emerging Tech

Apple Pushes AI and Performance with New MacBook Air and Mac Studio
March 17, 2025

Apple Pushes AI and Performance with New MacBook Air and Mac Studio

Olivier Blanchard, Research Director at The Futurum Group, breaks down Apple's MacBook Air and Mac Studio updates. With the M4 and M3 Ultra chips, plus a price cut and AI...
The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
March 17, 2025

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and...
AI and The Future of Quantum: A Conversation with IBM CEO Arvind Krishna at SXSW 2025
March 13, 2025

AI and The Future of Quantum: A Conversation with IBM CEO Arvind Krishna at SXSW 2025

Arvind Krishna, CEO at IBM, joins Daniel Newman to share insights on the evolving landscape of AI and Quantum Computing and their roles in shaping the future....
Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
March 10, 2025

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more....
HPE and Intel – Building Future-ready Compute Platforms Together
March 6, 2025

HPE and Intel – Building Future-ready Compute Platforms Together

Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready....
Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus - Six Five On The Road
March 5, 2025

Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus – Six Five On The Road

Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona....
Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing
March 5, 2025

Radeon RX 9000 Series Launch: AMD Focuses on AI and Raytracing

Olivier Blanchard, Research Director with The Futurum Group, analyzes AMD’s Radeon RX 9000 Series launch, highlighting RDNA 4 advancements, AI acceleration, enhanced raytracing, and FSR 4 upscaling....
CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
March 5, 2025

CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth

Nick Patience, VP & AI Practice Lead at The Futurum Group, analyzes the S-1 filing of GPU infrastructure provider CoreWeave; the first step on its path to an IPO....
Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity
March 3, 2025

Synopsys Introduces New HAV Tools to Address Growing SoC Design Complexity

Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, explores how Synopsys’ HAV expansion with HAPS-200 and ZeBu-200 tackles AI, multi-die complexity, and scalable verification in semiconductor design....
Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More
March 3, 2025

Talking NVIDIA, Amazon, Cisco & NVIDIA, Qualcomm, and More

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA, Amazon, Qualcomm and more....
Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results
February 28, 2025

Focus on Execution as Synopsys Reports Solid 1Q FY 2025 Financial Results

Richard Gordon, Vice President & Practice Lead, Semiconductors at The Futurum Group shares his insights on Synopsys’ 1Q FY 2025 earnings report, where the company demonstrated that strong design activity...
Apple Launches the iPhone 16e A Budget Game-Changer or an Overpriced Entry Model
February 28, 2025

Apple Launches the iPhone 16e: A Budget Game-Changer or an Overpriced Entry Model?

Olivier Blanchard, Research Director at The Futurum Group, analyzes Apple’s iPhone 16e launch, its pricing shift, AI integration, in-house modem transition, and the broader impact on Apple's iPhone strategy amid...

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