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Category: Semiconductors, Supply Chain, & Emerging Tech

onsemi Q1 2024 Results Exceed Expectations
May 1, 2024

onsemi Q1 2024 Results Exceed Expectations

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights about onsemi’s Q1 2024 results and frame what to expect from the semiconductor industry for the rest of the...
Olivier Blanchard
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Intel Q1/24 Earnings
April 30, 2024

Intel Q1/24 Earnings

The Six Five team discusses Intel Q1/24 earnings....
Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel
April 29, 2024

Talking Google, Microsoft, ServiceNow, SAP, Meta, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Q1 2024 earnings for Google, ServiceNow, SAP, Meta, and Intel, and Q3 2024 earnings for...
Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat
April 26, 2024

Intel Q1 2024 Results: New Reporting Structure with Top Bottom Beat

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel Q1 2024 results and why Intel’s new foundry operating model provides transparency and the new Intel Products immediately bolster the...
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Lenovo’s New ThinkCentre Desktops Showcase On-Device AI Improvements
April 25, 2024

Lenovo’s New ThinkCentre Desktops Showcase On-Device AI Improvements

Olivier Blanchard, Research Director at The Futurum Group, shares his insights about Lenovo’s decision to lean into on-device AI’s system improvement value proposition for the enterprise....
Olivier Blanchard
Meta's Horizon OS Aims to Scale, Speed App Development for XR Segment
April 25, 2024

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

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...
Olivier Blanchard
Arm Says CPUs Can Save 15 Percent of Total Datacenter Power
April 24, 2024

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?
April 24, 2024

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
April 24, 2024

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
April 23, 2024

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

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....
Dr. Bob Sutor
Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
April 22, 2024

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...
The Role of AMD in Google Cloud's Next-Gen Offerings
April 22, 2024

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

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....
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