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Category: Semiconductors, Supply Chain, & Emerging Tech

GlobalFoundries Q2 2023 Earnings
Daniel Newman

GlobalFoundries Q2 2023 Earnings

The Six Five team discusses GlobalFoundries Q2 2023 earnings release.
NVIDIA Siggraph Announcements
Daniel Newman

NVIDIA Siggraph Announcements

The Six Five team discusses NVIDIA Siggraph Announcements.
We are Live! Talking NVIDIA, GlobalFoundries, Zoom, Salesforce, Groq, Qualcomm
Daniel Newman

We are live! Talking NVIDIA, GlobalFoundries, Zoom, Salesforce, Groq, Qualcomm – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the NVIDIA Siggraph announcements, Zoom’s AI Terms of Service update, GlobalFoundries earnings, Salesforce, Groq’s Llama milestone, and Qualcomm’s all-electric Cadillac SUV design.
IBM Is Building an AI Center of Competence With Wintershall Dea
tweiss@futurumresearch.com

IBM Is Building an AI Center of Competence With Wintershall Dea

New Center With the European Oil and Gas Company Is Designed to Promote the Scaling and Use of AI Technologies Inside Enterprises
Todd R. Weiss, Senior Analyst at The Futurum Group, shares his insights about IBM building an AI Center of Competence with European oil and gas vendor Wintershall Dea to empower enterprise AI users and help scale enterprise AI projects.
Lattice Earnings
Daniel Newman

Lattice Earnings

The Six Five team discusses Lattice Semiconductor's latest earnings release.
AMD Earnings
Daniel Newman

AMD Earnings

The Six Five team discusses AMD's latest earnings release.
Talking Amazon AWS AMD Qualcomm Latice Semi Apple Zoom
Daniel Newman

We are live! Talking Amazon, Apple, Qualcomm, AMD, Zoom, and Lattice – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Amazon/AWS, Apple, Qualcomm, AMD, and Lattice and the recent Zoom Perspectives 2023 event.
The Six Five Connected with Diana Blass: The Quantum Arms Race
Diana Blass
Diana Blass

The Six Five Connected with Diana Blass: The Quantum Arms Race

On this episode of The Six Five Connected, host Diana Blass dives into the quantum arms race, which comes as nations rush to develop quantum solutions as world leaders realize the power that could come to those with the technology.
The Six Five Insider with Micron's Ryan Baxter
Daniel Newman

The Six Five Insider with Micron’s Ryan Baxter

On this episode of The Six Five Insider, hosts Daniel Newman and Patrick Moorhead talk with Mircon’s Ryan Baxter, Senior Director of Marketing about Micron’s Compute Express Link™ (CXL™) technology.
Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften
Daniel Newman & tweiss@futurumresearch.com

Qualcomm Revenue in Q3 Dips to $8.44 Billion as Mobile, IoT Soften

Some Growth in Mobile Phone Sales Expected for the Holiday Season
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Qualcomm’s revenue for Q3 of fiscal year 2023 fell to $8.44 billion, down 23% from $10.9 billion YoY. Qualcomm continues to face challenging macroeconomic issues around the globe, reducing the company’s component sales to mobile phone and IoT manufacturers, but with key bright points from continuing growth in AI and automotive markets.
AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates
Daniel Newman & tweiss@futurumresearch.com

AMD Revenue Hits $5.4 Billion in Q2, Down 18% YoY, But Beats Estimates

AMD’s Q2 Revenue Was Hit by Weaker PC and Gaming Markets
Chief analyst Daniel Newman and senior analyst Todd R. Weiss of The Futurum Group share their insights as AMD revenue hits $5.4 billion in Q2, down 18% YoY, but beats estimates. The CPU, GPU, and AI chip vendor saw revenue affected by weaker PC and gaming markets and global supply chain inventory corrections.
Lattice Semiconductor Q2 2023 Revenue Hits $190.08 Million, Up 18% YoY
Daniel Newman & tweiss@futurumresearch.com

Lattice Semiconductor Q2 2023 Revenue Hits $190.08 Million, Up 18% YoY

Lattice Continues 13 Consecutive Quarters of Record Revenue Gains
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor Q2 2023 revenue hit $190.08 million, up 18% YoY, as the low-power programmable FPGA maker reported its latest earnings figures on July 31. The company’s Q2 revenue total marks 13 consecutive quarters of record revenue increases for the company.
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