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Category: Semiconductors, Supply Chain, & Emerging Tech

Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon
Daniel Newman

Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2CY24 earnings for Intel, AMD, and Lattice, Q2 earnings for Amazon, Q3FY24 earnings for Qualcomm, Q4FY24 earnings for Microsoft, and Q1FY25 earnings for Arm.
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
Ron Westfall

Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts

Intel’s Q2 2024 Earnings Usher in a $10B Cost Reduction Plan Per Guidance Miss to Bolster Near-term Competitiveness in Key Segments and Land Long Game Strategy
The Futurum Group’s Ron Westfall shares his insights on why Intel’s Q2 2024 earnings release demonstrates significant challenges amid strategic industry shifts while its new cost reductions are key to boosting competitiveness and long-term strategy.
Qualcomm FYQ3 2024 Earnings
Olivier Blanchard
Olivier Blanchard

Qualcomm FYQ3 2024 Earnings

Olivier Blanchard, Research Director with The Futurum Group, drills down into Qualcomm’s FYQ3 2024 earnings. Highlights include Qualcomm’s impressive YoY growth in the automotive segment, steady growth in handsets despite the segment’s relative maturity, and how the company’s investments in edge AI in the PC, XR, IOT and IIOT segments is already starting to pay off.
Another Day, Another Apple Booting Qualcomm Rumor
Daniel Newman

Another Day, Another Apple Booting Qualcomm Rumor

The Six Five team discusses another day, another Apple booting Qualcomm rumor.
Rumored NVIDIA B20 For China
Daniel Newman

Rumored NVIDIA B20 For China

The Six Five team discusses rumored NVIDIA B20 for China.
AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments
Olivier Blanchard
Olivier Blanchard

AMD Q2 2024 Financial Results Highlight Strong Momentum in Data Center and PC Segments

AMD Reports Record Growth in Data Center and Client (PC) Segments Thanks to Its Growing Portfolio of Competitive AI-Enabling IP
Olivier Blanchard, Research Director at The Futurum Group, zooms in on AMD’s Q2 2024 financial results and discusses the opportunities, threats, velocity, and momentum of AMD’s opportunity across all business segments, with particular attention to the data center and PC segments, where the chipmaker could start capturing market share from rivals NVIDIA and Intel as early as H2 2024.
Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed

Infleqtion Installs a Neutral Atom Quantum Computing Testbed at the NQCC Harwell Campus in Oxfordshire
Dr. Bob Sutor of The Futurum Group examines Infleqtion UK’s installation of the first quantum computing testbed at the UK’s National Quantum Computing Centre at the Harwell Campus in Oxfordshire.
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
Ron Westfall

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

Lattice Semiconductor’s Q2 2024 Earnings Reveal Cyclic Industry Headwinds with Execution of Product Portfolio Expansion Setting up Solid Long-term Growth
The Futurum Group’s Ron Westfall analyzes Lattice Semiconductor's Q2 2024 earnings, addressing why new product launches in autonomous applications, secure control FPGAs, and logic-optimized FPGAs, counter-cyclical industry headwinds and bolster long-term growth prospects.
AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road
Keith Townsend
David Nicholson & Keith Townsend

AMD and Solidigm Power the Open AI Ecosystem – Six Five On the Road

Robert Hormuth and Mark Orthodoxou from AMD join Keith Townsend and Dave Nicholson to share their insights on AMD and Solidigm's efforts to empower the open AI ecosystem, highlighting the significance of collaboration and innovation in this rapidly evolving field.
Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA
Daniel Newman

Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q2FY24 earnings for: SAP, Google, IBM, and ServiceNow, rumored NVIDIA B20 for China, and another day, another Apple booting Qualcomm rumor.
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
Ron Westfall

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

Marvell’s Teralynx 51.2T Ethernet Switch Enters Volume Production for Worldwide AI Cloud Deployments Showcasing Breakthrough Cloud Data Center Benefits
The Futurum Group’s Ron Westfall assesses why the Marvell Teralynx 10 Ethernet switch delivers the low-latency, low-power, high-bandwidth, programmable platform and an architecture optimized for AI and cloud network demands which can assure customers use a comprehensive hardware/software solution that fully aligns with the cloud AI shift to open networking.
AI PCs - June 2024Market Snapshot Report
Olivier Blanchard
Olivier Blanchard

AI PCs – June 2024 Market Snapshot Report

Q2 Copilot+ PC Launches Set Stage for Impending PC Refresh Supercycle
The Futurum Group’s Research Director Olivier Blanchard covers the highlights in the AI PC market for H1 2024, focusing on the Copilot+ PC launch, which is setting the stage for the impending PC refresh supercycle.
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