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Category: Semiconductors, Supply Chain, & Emerging Tech

IBM and Albany NanoTech High-EUV
December 20, 2023

IBM and Albany NanoTech High-EUV

The Six Five team discusses the IBM and Albany NanoTech High-EUV....
The Six Five On the Road with Forrest Norrod at AMD Advancing AI
December 19, 2023

The Six Five On the Road with Forrest Norrod at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Forrest Norrod for a conversation on open data center infrastructure ecosystem...
The Six Five On the Road with Lisa Su at AMD Advancing AI
December 19, 2023

The Six Five On the Road with Lisa Su at AMD Advancing AI

On this episode of The Six Five - On the Road, hosts Daniel Newman and Patrick Moorhead welcome AMD’s Lisa Su for a conversation on AI’s transformation of the industry...
Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI
December 19, 2023

Talking IBM & Albany NanoTech, Google Cloud, Intel, Oracle, Adobe, Plus AI

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss IBM & Albany NanoTech, Google Cloud, the Intel AI Event, earnings from Oracle and Adobe,...
Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead
December 19, 2023

Some Thoughts on the AI Boom, Silicon, and the Year Behind & Ahead

The Futurum Group’s Daniel Newman shares his thoughts on the AI boom, silicon, the end of 2023, and what is ahead in 2024....
Intel's AI Everywhere Event Unveils Strategic Moves in the Era of AI
December 19, 2023

Intel’s AI Everywhere Event Unveils Strategic Moves in the Era of AI

The Futurum Group’s Daniel Newman shares his brief "dissertation" on last week's Intel Corporation event in NYC. There have been big positive changes for Intel in past couple of years,...
Lenovo Expands HCI, Servers, and Services Based on New Intel Chips
December 18, 2023

Lenovo Expands HCI, Servers, and Services Based on New Intel Chips

Dave Raffo, Senior Analyst at The Futurum Group, adds his insights to Lenovo’s new ThinkAgile HCI, ThinkSystem server, and TruScale services launched to take advantage of Intel’s latest AI-enhanced CPUs....
The Six Five Connected with Diana Blass, Episode 7: AI’s Network Dilemma
December 15, 2023

The Six Five Connected with Diana Blass, Episode 7: AI’s Network Dilemma

On this episode of The Six Five Connected, host Diana Blass heads to the Cisco Partner Summit in Miami, where she learns about the latest network innovation to hit the...
Infrastructure Silicon for Accelerated Computing - Six Five Insider at Marvell Industry Analyst Day 2023
December 15, 2023

Infrastructure Silicon for Accelerated Computing – Six Five Insider at Marvell Industry Analyst Day 2023

On this episode of The Six Five – Insider hosts Daniel Newman and Patrick Moorhead welcome Marvell’s Chris Koopmans for a conversation on the growing performance demands of AI and...
The Futurum Group at Marvell's Industry Analyst Day 2023 with Sandeep Bharathi - Futurum Tech Webcast
December 14, 2023

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Sandeep Bharathi – Futurum Tech Webcast

The Futurum Group’s Ron Westfall is joined by Marvell Technology’s Sandeep Bharathi, for a conversation on AI and the impact that it's having on the semiconductor industry as well as...
Semtech Q3 FY 2024 Earnings
December 14, 2023

Semtech Q3 FY 2024 Earnings

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Semtech Q3 FY 2024 earnings, which point to continued recovery despite asymmetrical drag on hardware demand....
The Futurum Group at Marvell's Industry Analyst Day 2023 with Loi Nguyen, PhD - Futurum Tech Webcast
December 14, 2023

The Futurum Group at Marvell’s Industry Analyst Day 2023 with Loi Nguyen, PhD – Futurum Tech Webcast

The Futurum Group’s Daniel Newman is joined by Marvell Technology’s Loi Nguyen, to discuss how Marvell’s Optical business has changed under the influence of AI, including bandwidth, power and the...

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