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Category: Semiconductors, Supply Chain, & Emerging Tech

Quantum in Context: Infleqtion Key to UK Quantum PNT Tech Test
May 14, 2024

Quantum in Context: Infleqtion Key to UK Quantum PNT Tech Test

The Futurum Group’s Dr. Bob Sutor discusses the importance of the recent announcement by Infleqtion, BAE Systems, and QinetiQ regarding the first successful airborne test of quantum technologies underlying PNT....
Dr. Bob Sutor
Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
May 13, 2024

Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman invite a special guest, Stacy Rasgon to discuss the Intel, Qualcomm, and Huawei license, Arm Q4...
Quantum in Context: IonQ Announces Q1 2024 Earnings
May 10, 2024

Quantum in Context: IonQ Announces Q1 2024 Earnings

The Futurum Group’s Dr. Bob Sutor examines quantum computing company IonQ’s Q1 2024 earnings report, discusses their relative financial position, and points out the key metric to watch over the...
Dr. Bob Sutor
Lattice Q1/24 Earnings
May 9, 2024

Lattice Q1/24 Earnings

The Six Five team discusses Lattice Q1/24 earnings....
AMD Q1/24 Earnings
May 9, 2024

AMD Q1/24 Earnings

The Six Five team discusses AMD Q1/24 earnings....
GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery
May 8, 2024

GlobalFoundries Q1 2024: Delivering Beats and Riding Mobility Recovery

The Futurum Group’s Ron Westfall and Daniel Newman examine GlobalFoundries’ solid Q1 2024 results due to funding from the US Department of Commerce and New York State that enables the...
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Quantum in Context: Government Money Pours into Private Firms
May 8, 2024

Quantum in Context: Government Money Pours into Private Firms

The Futurum Group’s Dr. Bob Sutor examines the Australian government’s investment in PsiQuantum and the Japanese government’s funding of QuEra, both US-based companies....
Dr. Bob Sutor
Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault
May 7, 2024

Talking AMD, Amazon, Qualcomm, Apple, Lattice, Commvault

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for AMD, Amazon, and Lattice; Q2 earnings for Qualcomm and Apple; and...
Qualcomm Q2 2024 Earnings
May 6, 2024

Qualcomm Q2 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights into Qualcomm’s Q2 2024 earnings and discuss why steady growth, measured pace, and lean execution may set the stage...
Olivier Blanchard
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2024 Global Mainframe Skills Report Insights from Industry and Educational Experts
May 6, 2024

2024 Global Mainframe Skills Report: Insights from Industry and Educational Experts

Learn more about the ever-changing mainframe talent acquisition, skill development, and industry trends in our upcoming Research Report. Explore the complex talent flow funnel to learn about the interests and...
Sam Holschuh
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Oracle Database 23ai: Taking Enterprise AI to the Next Level
May 3, 2024

Oracle Database 23ai: Taking Enterprise AI to the Next Level

The Futurum Group’s Ron Westfall and Steven Dickens examine why Oracle's comprehensive suite of enhancements in Oracle Database 23ai positions it uniquely in the marketplace....
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AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions
May 3, 2024

AMD Q1 2024 Earnings Showcase Its Data Center and PC Solutions

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about AMD’s Q1 2024 earnings and how its investments in AI solutions sets up the company for growth early...
Olivier Blanchard

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