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Category: Semiconductors, Supply Chain, & Emerging Tech

Meta's Horizon OS Aims to Scale, Speed App Development for XR Segment
Olivier Blanchard
Olivier Blanchard

Meta’s Horizon OS Aims to Scale, Speed App Development for XR Segment

Horizon OS Is Meta’s Overdue Horse-Before-Cart Moment for XR Adoption
Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Meta’s Horizon OS announcement, outlines how its app developer ecosystem may be the missing link in Meta’s mainstream market XR adoption strategy.
Arm Says CPUs Can Save 15 Percent of Total Datacenter Power
Daniel Newman

Arm Says CPUs Can Save 15 Percent of Total Datacenter Power

The Six Five team discusses Arm says CPUs can save 15 percent of total datacenter power.
Does AMD Really Have a Datacenter AI GPU Problem?
Daniel Newman

Does AMD Really Have a Datacenter AI GPU Problem?

The Six Five team discusses does AMD really have a Datacenter AI GPU problem?
U.S. Awards Samsung & Micron over $6B in CHIPS Act
Daniel Newman

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.
Quantum in Context: Quantinuum and the Quest for More 9s
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: Quantinuum and the Quest for More 9s

Quantinuum Announced a Dramatic Improvement in Error Rates that Should Lead to Faster Adoption of Quantum Error-Correcting Codes
The Futurum Group’s Dr. Bob Sutor discusses Quantinuum’s announcement of achieving better than 99.9% 2-qubit gate fidelity and what this means for quantum error correction.
Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
Daniel Newman

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.
The Role of AMD in Google Cloud's Next-Gen Offerings
Steven Dickens & Guy Currier

The Role of AMD in Google Cloud’s Next-Gen Offerings

AMD Reveals New Compute Opportunities at Google Cloud Next
Steven Dickens, VP and Practice Leader, and Guy Currier, CTO, highlight the transformative impact of the collaboration between AMD and Google Cloud in the public cloud sector.
CHIPs Act Update: US Secures Domestic Production of Advanced Chips
Olivier Blanchard
Olivier Blanchard

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

TSMC, Samsung, and Intel All Announced Agreements
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.
Apple M4 Chips & New Macs
Daniel Newman

Apple M4 Chips & New Macs

The Six Five team discusses Apple M4 chips & new Macs.
Quantum in Context: The Case for On-Premises Quantum Computers
Dr. Bob Sutor
Dr. Bob Sutor

Quantum in Context: The Case for On-Premises Quantum Computers

The Futurum Group’s Dr. Bob Sutor uses the news of IBM’s installation of a Quantum System One at Rensselaer Polytechnic Institute (RPI) in New York to discuss why putting a quantum computing system on-premises is becoming a reasonable strategy.
TSMC Gets $6.6 billion CHIPS Act Funding
Daniel Newman

TSMC Gets $6.6 billion CHIPS Act Funding

The Six Five team discusses TSMC Gets $6.6 billion CHIPS Act funding.
Daniel Newman

Making Markets EP50: CEO Thomas Sonderman on SkyWater Technology’s Approach to Innovation and Development, and a Look at the Company’s Path Forward

Thomas Sonderman, CEO at SkyWater, joins Daniel Newman to share his insights on SkyWater Technology's innovative approaches within the semiconductor sector and outlines the company's forward-looking strategies.
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