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Category: Semiconductors, Supply Chain, & Emerging Tech

Steven Dickens

Futurum Live! From the Show Floor with Model9 Chief Strategy Officer, Eddy Ciliendo at SHARE Atlanta

In this episode of Futurum Live! From the Show Floor, Futurum Research Senior Analyst Steven Dickens talks with Model9's Chief Strategy Officer, Eddy Ciliendo, during the SHARE Conference in Atlanta. Their conversation covered Model9's success in 2022 and how they reached 100% customer retention.
Daniel Newman & tweiss@futurumresearch.com

Broadcom Revenue in Q1 2023 Hits $8.91B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss report as Broadcom revenue in Q1 2023 hits $8.91B, beating estimates, as the semiconductor and infrastructure software vendor announced its latest earnings figures as it continues to pursue its proposed $61 billion acquisition of virtualization and cloud computing software vendor, VMware.
Shelly Kramer

MWC 2023: Qualcomm’s Customers are Adding Snapdragon Satellite to their Devices

Futurum analysts Shelly Kramer and Michael Diamond discuss Qualcomm’s announcement at MWC 2023 that its smartphone customer partners are planning to incorporate Qualcomm’s Snapdragon Satellite capabilities in their devices, which will be beneficial to consumers and businesses alike in a variety of situations.
Daniel Newman

NVIDIA Revenue for Q4 2023 Hits $6.05B, Beating Estimates

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as NVIDIA revenue for Q4 2023 hits $6.05B, beating estimates as the GPU, AI, HPC, and supercomputing vendor reported improving Q4 and full FY2023 earnings numbers.
Daniel Newman

GlobalFoundries Earnings

The Six Five team discusses GlobalFoundries' latest earnings.
Daniel Newman

Intel Xeon Workstation Chip Announcement

The Six Five team discusses Intel's Xeon Workstation Chip Announcement.
Ron Westfall

HP Debuts New Z by HP Performance Desktops and Capabilities that Take Workflows to the Next Level

Futurum’s Ron Westfall examines why the new HP Z solution set can swiftly improve HP’s competitive stance in the tightly contested workstation market segment, compelling main rivals Dell and Lenovo to counter with their own portfolio development and marketing moves.
tweiss@futurumresearch.com

Intel Sapphire Rapids Xeon Workstation CPUs Now Available

Futurum analyst Todd R. Weiss writes that Intel Sapphire Rapids Xeon workstation CPUs are now available as Intel announces pre-orders are being taken, while full new Xeon systems will go on sale in March from hardware partners of the high-performance computer chip maker.
Snapdragon Chip Outperforms MediaTek in Xiaomi Phone Cameras
mdiamond@futurumresearch.com

Snapdragon Chip Outperforms MediaTek in Xiaomi Phone Cameras

Futurum analysts Todd R. Weiss and Michael Diamond share their insights, comparing the Snapdragon 8+ Gen 1 with the MediaTek Dimensity 8100 Ultra mobile platform, providing a perfect stage to compare the features, technology, and performance of the competing mobile chip platforms.
Daniel Newman

Qualcomm’s Snapdragon Races to Forefront with Mercedes-AMG PETRONAS Formula One Collaboration

Futurum's Daniel Newman dives into the recent announcement from Qualcomm about their multi-year agreement with the Mercedes-AMG PETRONAS F1 Team, and how he see's this as a sensible investment for Qualcomm.
Daniel Newman & tweiss@futurumresearch.com

Lattice Semiconductor Revenue in Q4 2022 Hits $175.9M, Up 24% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Lattice Semiconductor revenue in Q4 2022 hits $175.9M, up 24% YoY, as the low-power programmable FPGA maker shows impressive results in a still-challenging marketplace around the world.
Daniel Newman & tweiss@futurumresearch.com

GlobalFoundries Revenue for Q4 2022 Hits $2.1B, up 14% YoY

Futurum analysts Daniel Newman and Todd R. Weiss share their insights as GlobalFoundries revenue for Q4 2022 hits $2.1B, up 14% YoY, as the contract semiconductor design and manufacturing company released its Q4 and FY2022 earnings amid still-roiling macroeconomic conditions around much of the globe.
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