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Category: Semiconductors, Supply Chain, & Emerging Tech

Qualcomm Q1 FY2024 Earnings
February 6, 2024

Qualcomm Q1 FY2024 Earnings

The Six Five team discusses Qualcomm Q1 FY2024 earnings....
AMD Q4 FY2023 Earnings
February 6, 2024

AMD Q4 FY2023 Earnings

The Six Five team discusses AMD Q4 FY2023 earnings....
We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon
February 5, 2024

We are Live! Talking Microsoft, Google, AMD, Qualcomm, Apple & Qualcomm, Amazon

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings for Microsoft, Google, AMD, Qualcomm, and Amazon, and Apple extending Qualcomm licensing....
Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024
February 5, 2024

Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024

Our latest brief, Market Insight Report: 9 Key Technology Sector Trends That Will Impact the Device, Automotive, and Semiconductor Segments in 2024, analyzes the devices, semiconductors, automotive, and the policy...
Olivier Blanchard
Qualcomm Q1 2024 Earnings
February 5, 2024

Qualcomm Q1 2024 Earnings

The Futurum Group’s Daniel Newman and Olivier Blanchard share their insights on Qualcomm Q1 2024 earnings, which beat expectations and point to an upcycle for the company....
Olivier Blanchard
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AMD Q4 2023 Earnings Highlight a Strong Finish
February 1, 2024

AMD Q4 2023 Earnings Highlight a Strong Finish

The Futurum Group’s Olivier Blanchard shares his insights on why AMD’s Q4 2023 numbers highlight how the company’s AI bets in data center and PC segments are already starting to...
Olivier Blanchard
Intel IFS and UMC Deal
January 31, 2024

Intel IFS and UMC Deal

The Six Five team discusses Intel IFS and UMC deal....
Intel Q4 2023 Earnings
January 31, 2024

Intel Q4 2023 Earnings

The Six Five team discusses Intel Q4 2023 earnings....
Micron's LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard
January 30, 2024

Micron’s LPCAMM2 Offering and the Path to Being First to Market with this New Industry Standard

On this episode of The Six Five – In the Booth, host Patrick Moorhead welcomes Praveen Vaidyanathan, VP and GM of the Compute Products Group at Micron to discuss Micron’s...
We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel
January 30, 2024

We are Live! Talking Intel and UMC, IBM, SAP, ServiceNow, Apple, Intel

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the earnings results for IBM, Intel, SAP, and ServiceNow, Intel IFS and UMC collaboration, and...
Intel Q4 and FY 2023 Results: Transformation Progress Continues
January 29, 2024

Intel Q4 and FY 2023 Results: Transformation Progress Continues

The Futurum Group’s Ron Westfall and Daniel Newman assess Intel’s 2023 progress, with a rebound in the PC market. The Q1 2024 guide is a wrinkle but advancing its IDM...
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5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024
January 29, 2024

5 Market-Defining Technology Trends Hiding In Plain Sight at CES 2024

Olivier Blanchard, Research Director at The Futurum Group, shares his short list of most significant market-defining tech trends driving growth trajectories for semiconductor vendors and OEMs at CES 2024....
Olivier Blanchard

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