Category: Semiconductors, Supply Chain, & Emerging Tech

August 10, 2022

Daniel Newman

Video Research Note

Micron First to Market with 232 Layer NAND

The Six Five team discusses Micron's introduction of the market's first 232 Layer NAND

Semiconductors, Supply Chain, & Emerging Tech

August 10, 2022

Daniel Newman

Video Research Note

Lattice Earnings

The Six Five team discusses Lattice's latest earnings report.

Semiconductors, Supply Chain, & Emerging Tech

August 9, 2022

Daniel Newman

Six Five Webcast

We are LIVE! Talking AMD, Zoho, Micron, Lattice, Pelosi Taiwan Visit and Amazon – The Six Five Webcast

On this episode of The Six Five, leading global tech analysts Daniel Newman and Patrick Moorhead discuss AMD and Lattice earnings, Zoho Days 2022, Amazon's Sustainability report, and Nancy Pelosi's visit to Taiwan.

Semiconductors, Supply Chain, & Emerging Tech, Sustainability, Markets, and Policy

August 9, 2022

Daniel Newman

Six Five Webcast

Six Five On the Road at IBM: The CHIPS Act — Why it was Critical, Opportunities, and IBM’s role

On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dr. Mukesh Khare, Vice President of Hybrid Cloud at IBM Research to discuss the CHIPS Act and how it could impact the semiconductor space.

Semiconductors, Supply Chain, & Emerging Tech

August 8, 2022

Daniel Newman

Video Research Note

Nancy Pelosi Visits Taiwan

The Six Five team discusses Nancy Pelosi's trip to Taiwan.

Semiconductors, Supply Chain, & Emerging Tech, Sustainability, Markets, and Policy

August 4, 2022

Daniel Newman

Market Coverage

Lattice Semiconductor Q2 2022 Revenue Hits Record $161M

Futurum analysts Daniel Newman and Todd R. Weiss report as Lattice Semiconductor Q2 2022 revenue hits record $161M, giving the low power programmable FPGA maker another successful quarter in a turbulent market.

Semiconductors, Supply Chain, & Emerging Tech

August 3, 2022

Daniel Newman

Video Research Note

Honeywell Earnings

It's The Six Five team's favorite time of the quarter: Earnings Palooza! Hosts Daniel Newman and Patrick Moorhead discuss AWS's latest earnings report.

Semiconductors, Supply Chain, & Emerging Tech

August 3, 2022

Daniel Newman

Video Research Note

Intel Earnings; IFS Snags MediaTek as First Wafer Customer

It's The Six Five team's favorite time of the quarter: Earnings Palooza! Hosts Daniel Newman and Patrick Moorhead discuss Intel's latest earnings report.

Semiconductors, Supply Chain, & Emerging Tech

August 3, 2022

Daniel Newman

Video Research Note

Qualcomm Earnings & Samsung Deal

It's The Six Five team's favorite time of the quarter: Earnings Palooza! Hosts Daniel Newman and Patrick Moorhead discuss Qualcomm's latest earnings report.

Semiconductors, Supply Chain, & Emerging Tech

August 2, 2022

Daniel Newman

Six Five Webcast

The Future of Computing – The Six Five Summit Sessions

The Future of Computing - The Six Five Summit Sessions

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

August 2, 2022

Daniel Newman

Main Scoop Webcast

The Main Scoop, Episode 01: z16 The Road Ahead

Welcome to The Main Scoop — a new monthly webcast series done in partnership with Broadcom hosted by Greg Lotko, SVP and GM, Mainframe Software and Daniel Newman, Principal Analyst at Futurum Research. On this first episode they are joined by Christian Jacobi, Fellow, CTO System Architecture and Design zSystems at IBM to discuss the z16 release. Greg and Daniel also discuss The Main Scoop series and what listeners can expect from future episodes.