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Category: Semiconductors, Supply Chain, & Emerging Tech

Talking Qualcomm, Intel, AMD, Arm, Lattice, Microsoft, Amazon
August 5, 2024

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,...
Intel’s Q2 2024 Earnings Release: Navigating Challenges and Strategic Shifts
August 2, 2024

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

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...
Qualcomm FYQ3 2024 Earnings
August 2, 2024

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...
Olivier Blanchard
Another Day, Another Apple Booting Qualcomm Rumor
August 1, 2024

Another Day, Another Apple Booting Qualcomm Rumor

The Six Five team discusses another day, another Apple booting Qualcomm rumor....
Rumored NVIDIA B20 For China
August 1, 2024

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
July 31, 2024

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

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...
Olivier Blanchard
Quantum in Context: Infleqtion’s Quantum Computer Live at UK Testbed
July 31, 2024

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

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....
Dr. Bob Sutor
Lattice Semiconductor Maintains Growth Trajectory in Q2 2024
July 31, 2024

Lattice Semiconductor Maintains Growth Trajectory in Q2 2024

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...
AMD and Solidigm Power the Open AI Ecosystem - Six Five On the Road
July 30, 2024

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...
Keith Townsend
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Talking IBM, Google, ServiceNow, SAP, Apple & Qualcomm, NVIDIA
July 29, 2024

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...
Marvell Pumps up the Teralynx 10 Ethernet Switch Volume
July 29, 2024

Marvell Pumps up the Teralynx 10 Ethernet Switch Volume

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...
AI PCs - June 2024Market Snapshot Report
July 26, 2024

AI PCs – June 2024 Market Snapshot Report

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...
Olivier Blanchard

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