Menu

Category: Semiconductors, Supply Chain, & Emerging Tech

BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology
September 10, 2025

BMW iX3 Showcases Qualcomm Ride Pilot Automated Driving Technology

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm and BMW’s Snapdragon Ride Pilot launch in the BMW iX3, a scalable automated driving system validated in 60 countries and...
Qualcomm Debuts Dragonwing Q-6690 Processor
September 9, 2025

Qualcomm Debuts First Processor With Fully Integrated RFID Functionality

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Dragonwing Q-6690, the first processor with integrated RFID, AI, and 5G, redefining retail, logistics, and industrial mobility....
Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration
September 9, 2025

Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration

Ray Wang, Research Director at Futurum, analyzes Broadcom’s Q3 FY2025 earnings, highlighting AI semiconductor momentum, VMware Cloud Foundation growth, and record backlog that reinforce Broadcom’s position in semiconductors and software....
Accelerating Creativity and Productivity with Adobe Firefly
September 8, 2025

Accelerating Creativity and Productivity with Adobe Firefly

Alexandru Costin, VP of Generative AI at Adobe, joins Daniel Newman and Patrick Moorhead to discuss the evolution of Adobe Firefly, integration with creative tools, and how generative AI is...
The Six Five Pod | EP 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
September 8, 2025

The Six Five Pod | EP 275: AI’s Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the...
Generative AI Gets Competitive: IBM's Real-Time Strategy at the US Open – Six Five On The Road
September 5, 2025

Generative AI Gets Competitive: IBM’s Real-Time Strategy at the US Open – Six Five On The Road

Ritika Gunnar, GM of Data & AI at IBM, joins Daniel Newman to discuss IBM’s role at the US Open, innovations in AI-powered fan experiences, and how new platforms like...
A Conversation with MediaTek on the Latest AI Trends for Consumer Devices
September 4, 2025

A Conversation with MediaTek on the Latest AI Trends for Consumer Devices

Adam King, VP and GM at MediaTek, joins the webcast to share insights on the company's approach to bringing advanced AI capabilities to consumer devices, including smart home tech, Chromebooks,...
IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative
September 3, 2025

IBM and AMD Join Forces on Quantum-Centric Supercomputing Initiative

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership to build quantum-centric supercomputing architectures, merging quantum systems with HPC and AI accelerators to solve complex global...
Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition
September 3, 2025

Marvell Q2 FY 2026 Earnings: Data Center Growth Healthy but Overshadowed by Rising Competition

Ray Wang, Research Director at Futurum, shares insights on Marvell’s Q2 FY2026 earnings, highlighting how AI-driven custom silicon, electro-optics, and recovery in enterprise and carrier markets are fueling broad-based growth....
Precision Timing’s Critical Impact on Data Center ROI
September 3, 2025

Precision Timing’s Critical Impact on Data Center ROI

As data centers pivot to AI, precision timing shifts from component choice to strategic lever. This brief shows how tighter synchronization and low-jitter clocking unlock higher throughput, stronger uptime, better...
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
September 1, 2025

The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance....
NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch
August 28, 2025

NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization....

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.