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Category: Semiconductors, Supply Chain, & Emerging Tech

Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates
December 11, 2023

Broadcom Revenue in Q4 Hits $9.3 Billion, Up 4% YoY, Beating Estimates

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as Broadcom revenue in Q4 hits $9.3 billion, up 4% YoY, beating estimates. Starting in 2024, Broadcom will...
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Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta
December 11, 2023

Talking Lattice, Marvell, Google, AMD, Broadcom, IBM and Meta

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss some special announcements, the Lattice Developers Conference, Marvell AI Day, Google Gemini AI 1.0 and...
Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off
December 8, 2023

Marvell Industry Analyst Day 2023: Accelerated Computing Takes Off

The Futurum Group’s Ron Westfall believes Marvell is solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond, especially as the advanced computing opportunity expands during...
Samsung Galaxy Watch Highlights the Value of Accessibility Innovation
December 7, 2023

Samsung Galaxy Watch Highlights the Value of Accessibility Innovation

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Galaxy Watch Universal Gestures suggests that intuitive touch-free UI is quietly becoming a core throughline of...
Olivier Blanchard
IBM Announces New Quantum Processor and IBM Quantum System Two
December 7, 2023

IBM Announces New Quantum Processor and IBM Quantum System Two

Keith Kirkpatrick, Research Director at The Futurum Group, covers IBM’s quantum computing announcements, including the Heron quantum processor, IBM System Two, the release of Qiskit 1.0 and Qiskit Patterns, and...
An Inside Look at Lattice Semiconductor's Latest FPGAs - Six Five in the Booth
December 6, 2023

An Inside Look at Lattice Semiconductor’s Latest FPGAs – Six Five in the Booth

On this episode of The Six Five – In the Booth, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Deepak Boppana, for an inside look at Lattice Semiconductor’s...
Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates
December 6, 2023

Synopsys Revenue Hits $1.6B in Q4, Up 25% YoY, Beating Estimates

The Futurum Group’s Daniel Newman and Todd R. Weiss share their insights as semiconductor EDA and IP vendor Synopsys reports revenue of $1.6 billion in Q4, up 25% YoY, beating...
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The Six Five on the Road at the Lattice Developers Conference
December 5, 2023

The Six Five on the Road at the Lattice Developers Conference

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead are joined by Lattice’s Jim Anderson, Esam Elashmawi, and Steve Douglass during the...
Rocket Software Talks About Strategic Reasons Behind AMC Deal Announcement - Futurum Tech Webcast
December 5, 2023

Rocket Software Talks About Strategic Reasons Behind AMC Deal Announcement – Futurum Tech Webcast

The Futurum Group’s Steven Dickens and Rocket Software’s Phil Buckellew, discuss the company’s plans to acquire OpenText’s Application Modernization and Connectivity Business and the implications for the mainframe modernization landscape....
AWS re:Invent 2023
December 5, 2023

AWS re:Invent 2023

The Six Five team discusses AWS re:Invent 2023....
NVIDIA Q3 Earnings
December 5, 2023

NVIDIA Q3 Earnings

The Six Five team discusses NVIDIA Q3 Earnings....
AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization
December 4, 2023

AWS re:Invent: Kyndryl, AWS Build Bridge to Mainframe Modernization

Steven Dickens and Dave Raffo of The Futurum Group dive into the new global managed services partnership between Kyndryl and AWS around mainframe modernization announced at AWS re:Invent....
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