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Category: Semiconductors, Supply Chain, & Emerging Tech

Unpacking Tesla's 2023 Earnings
January 29, 2024

Unpacking Tesla’s 2023 Earnings

The Futurum Group’s Steven Dickens and Olivier Blanchard share their insights into Tesla’s Q4 2023 earnings call and highlight some of the company’s most critical challenges and opportunities for 2024...
IBM's Strategic Acquisition of Advanced's AppMod Capabilities
January 24, 2024

IBM’s Strategic Acquisition of Advanced’s AppMod Capabilities

The Futurum Group’s Steven Dickens covers IBM’s announced intention to acquire the AppMod part of Advanced. This move will transfer customers, IP, and staff to IBM Consulting and enhance its...
Synopsys Acquisition of ANSYS
January 24, 2024

Synopsys Acquisition of ANSYS

The Six Five team discusses Synopsys acquisition of ANSYS....
IBM Acquires Advanced’s Application Modernization Assets
January 24, 2024

IBM Acquires Advanced’s Application Modernization Assets

The Six Five team discusses IBM acquires Advanced’s application modernization assets....
TSMC Earnings
January 24, 2024

TSMC Earnings

The Six Five team discusses TSMC earnings....
We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge
January 23, 2024

We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Davos 2024, Samsung Unpacked, TSMC earnings, IBM’s acquisition of Advanced’s application modernization assets, Synopsys’ acquisition...
Semiconductor Design Automation Firm Synopsys Acquiring Ansys
January 18, 2024

Semiconductor Design Automation Firm Synopsys Acquiring Ansys

Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about chip design vendor Synopsys acquiring Ansys for $35 billion as it brings together Synopsys' semiconductor EDA with...
Making Markets EP49: The Future of Silicon: Sassine Ghazi’s Vision as the New CEO of Synopsys
January 17, 2024

Making Markets EP49: The Future of Silicon: Sassine Ghazi’s Vision as the New CEO of Synopsys

In this episode of Making Markets, Sassine Ghazi, President and CEO of Synopsys, joins host Daniel Newman for a conversation about Synopsys’ recent earnings and outlook for 2024, his top...
Arm’s “Blackhawk” New CPU Core
January 16, 2024

Arm’s “Blackhawk” New CPU Core

The Six Five team discusses Arm’s “blackhawk” new CPU core....
Weka Achieves NVIDIA DGX BasePod Certification
January 15, 2024

Weka Achieves NVIDIA DGX BasePod Certification

Mitch Lewis, Research Analyst at The Futurum Group, shares his insights on Weka’s NVIDIA DGX BasePod certification....
We are Live! Talking CES, Memory Market, Arm, HPE, Mobileye, GenAI
January 15, 2024

We are Live! Talking CES, Memory Market, Arm, HPE, Mobileye, GenAI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the highlights at CES 2024, movements in the memory market, Arm’s new CPU, HPE’s acquisition...
Market Insight Report: Mainframe Ecosystem Q4 2023
January 8, 2024

Market Insight Report: Mainframe Ecosystem Q4 2023

In our latest Market Insight Report, Mainframe Ecosystem Q4 2023, we analyze how the influence of hyperscalers brings fundamental shift to mainframe market and other mainframe trends....

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