Category: Semiconductors, Supply Chain, & Emerging Tech

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Scott Tease and Imperial College London’s Andrew Richards, for a conversation on Lenovo’s partner ecosystem in the public sector, HPC and AI research.
On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Lenovo’s Sergio Severo, and Simons Foundation’s Ian Fisk, for a conversation on Lenovo’s partnership and technology has supported the Flatiron Institute’s vision for “doing new kinds of science.”
Strong Lenovo Q2 FY 2024 Earnings Boosted by Storage, Services, and AI as Primary Growth Drivers
The Futurum Group’s Daniel Newman, Olivier Blanchard, and Steven Dickens share insights on the Lenovo Q2 FY 2024 earnings, which strengthen the argument for an accelerating sector-wide recovery and highlight storage, AI, and hybrid IT solutions as Lenovo growth drivers.
On this episode of The Six Five Connected, host Diana Blass takes you to Hawaii, where Qualcomm announced new chips for PCs and phones, the Snapdragon X Elite and the Snapdragon 8 Gen 3, which bring AI directly on-to the device.
The Six Five team discusses Synopsys RISC-V IP in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses IBM AI and Research Day in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses Arm Q2 Earnings results in this highlight from episode 192 of the Six Five Webcast.
The Six Five team discusses GlobalFoundries Q3 Earnings in this highlight from episode 192 of the Six Five Webcast.
MediaTek’s Dimensity 9300 Goes After Qualcomm’s Snapdragon 8 Gen 3 with Impressive AI-Forward Specs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon mobile platform to date.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss GlobalFoundries Q3 Earnings, Arm Q2 Earnings, announcements from OpenAI, IBM AI and Research Day, VMware, IBM, OpenShift, and Synopsys.
Arm Is Acquiring a Minority Stake in Raspberry Pi to Expand a Partnership that Aims to Work More Closely with IoT Developers
Todd R. Weiss, Analyst with The Futurum Group, shares his insights as Raspberry Pi gets a strategic IoT investment from Arm as they expand their partnership to work more closely with the IoT developer community.
Despite YoY Revenue Losses, Qualcomm Q4 2023 Earnings Beat Expectations
The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand environment for handsets and other devices.

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