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Category: Semiconductors, Supply Chain, & Emerging Tech

Six Five webcast: Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI
August 29, 2024

Strategic Moves and Innovations in the Tech Industry: Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI

Marvell, GlobalFoundries, Google, CrowdStrike, Intel, and OpenAI are advancing their positions in the competitive technology landscape. In their latest Six Five webcast, Patrick Moorhead and Daniel Newman discuss strategic partnerships,...
Debating The Size of The AI GPU & ASIC Market
August 28, 2024

Debating The Size of The AI GPU & ASIC Market

The Six Five team discusses Debating The Size of The AI GPU & ASIC Market...
Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
August 28, 2024

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

The Six Five team discusses Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?...
NVIDIA Earnings Predictions
August 28, 2024

NVIDIA Earnings Predictions

The Six Five team discusses NVIDIA Earnings Predictions...
Synopsys Q3FY24 Earnings
August 28, 2024

Synopsys Q3FY24 Earnings

The Six Five team discusses Synopsys Q3FY24 Earnings...
Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision
August 27, 2024

Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from Synopsys, NVIDIA Earnings Predictions, Broadcom 1st and 2nd Generation AI ASIC Programs from...
Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline
August 27, 2024

Solidigm Expands SSD Portfolio and Ups the Focus on the AI Data Pipeline

Camberley Bates, Chief Technology Advisor at The Futurum Group, shares insights on Solidigm’s expansion of its SSD portfolio, focusing on the impact of the new D7-PS1010 and D7-PS1030 SSDs on...
New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier
August 27, 2024

New Snapdragon 7s Gen 3 Mobile Platform: Premium AI Features, Budget-Friendlier Tier

Olivier Blanchard shares insights on the Snapdragon 7s Gen 3 mobile platform announcement, market positioning, strategy, and timing as Qualcomm gives its on-device AI roadmap more gas....
AI Acceleration News from IBM at Hot Chips - Infrastructure Matters, Episode 52
August 26, 2024

AI Acceleration News from IBM at Hot Chips – Infrastructure Matters, Episode 52

Chris Berry and Susan Eickhoff, leading figures in processor development at IBM, join Steven Dickens to share insights on IBM's groundbreaking AI acceleration technologies presented at Hot Chips....
Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand
August 23, 2024

Synopsys Hits Record Q3 2024 Revenue on High Semiconductor, AI Demand

Synopsys, Inc.’s record Q3 earnings reflect the company’s advancements in design automation and AI-driven IP solutions. These innovations support the growth of AI, 5G, and IoT technologies, aligning with the...
Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?
August 20, 2024

Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?

The Six Five team discusses Huawei To Introduce A Chip In Chinese Market To Compete With NVIDIA?...
AMD Acquires ZT Systems for AI Rack Design Capabilities
August 20, 2024

AMD Acquires ZT Systems for AI Rack Design Capabilities

The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities...

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