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Category: Semiconductors, Supply Chain, & Emerging Tech

GlobalFoundries Q3 Earnings
November 14, 2023

GlobalFoundries Q3 Earnings

The Six Five team discusses GlobalFoundries Q3 Earnings in this highlight from episode 192 of the Six Five Webcast....
Can MediaTek’s Dimensity 9300 Take On Qualcomm’s Snapdragon 8 Gen 3?
November 14, 2023

Can MediaTek’s Dimensity 9300 Take On Qualcomm’s Snapdragon 8 Gen 3?

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on MediaTek’s new Dimensity 9300 flagship SOC, and how this iteration is its strongest challenge to Qualcomm’s incumbent Snapdragon...
Olivier Blanchard
Talking GlobalFoundries, Arm, Open AI, IBM, VMWare, OpenShift, and Synopsys
November 13, 2023

Talking GlobalFoundries, Arm, Open AI, IBM, VMWare, OpenShift, and Synopsys

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss GlobalFoundries Q3 Earnings, Arm Q2 Earnings, announcements from OpenAI, IBM AI and Research Day, VMware,...
Raspberry Pi Gets a Strategic IoT Investment from Arm
November 8, 2023

Raspberry Pi Gets a Strategic IoT Investment from Arm

Todd R. Weiss, Analyst with The Futurum Group, shares his insights as Raspberry Pi gets a strategic IoT investment from Arm as they expand their partnership to work more closely...
Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery
November 6, 2023

Qualcomm Q4 2023 Earnings Reflect Start of Device Market Recovery

The Futurum Group’s Daniel Newman and Olivier Blanchard share insights on Qualcomm Q4 2023 earnings, which beat expectations and join other tech sector quarterly earnings in suggesting an improving demand...
Olivier Blanchard
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AWS ML Capacity Blocks
November 6, 2023

AWS ML Capacity Blocks

The Six Five team discusses AWS ML Capacity Blocks in this highlight from episode 191 of the Six Five Webcast....
AMD Earnings
November 6, 2023

AMD Q3 Earnings

The Six Five team discusses AMD Q3 Earnings results in this highlight from episode 191 of the Six Five Webcast....
Qualcomm Earnings
November 6, 2023

Qualcomm Earnings

The Six Five team discusses Qualcomm Earnings results in this highlight from episode 191 of the Six Five Webcast....
Lattice Earnings
November 6, 2023

Lattice Earnings

The Six Five team discusses Lattice Earnings results in this highlight from episode 191 of the Six Five Webcast....
We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple
November 6, 2023

We are Live! Talking Cloudera, Lattice, Qualcomm, AMD, AWS, and Apple

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Cloudera Evolve 2023, the latest earnings from Lattice, Qualcomm, and AMD, as well as news...
AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach
November 3, 2023

AMD Q3 2023 Earnings Signal PC Segment Recovery, Broadening AI Reach

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on why AMD’s Q3 2023 numbers signal an accelerating recovery for the PC market and strong AI-accelerated potential for...
Olivier Blanchard
The Six Five Insider with Cristiano Amon at Qualcomm Snapdragon Summit in Maui
November 3, 2023

The Six Five Insider with Cristiano Amon at Qualcomm Snapdragon Summit in Maui

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Qualcomm’s CEO, Cristiano Amon, during Snapdragon Summit for an inside look at Qualcomm’s vision...

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