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Category: Semiconductors, Supply Chain, & Emerging Tech

Ron Westfall

Intel x86 vs. Arm: The Most Important Selection Criterion – New Futurum Research Report

In this research report, Futurum Research examines why in selecting the optimal microprocessor architecture organizations must take a comprehensive approach in understanding the strategic microprocessor architecture powering their implementations. This includes understanding fully that the migration off of x86 to Arm for most companies would prove to be a significant undertaking at a point in where the diverse x86 offerings in market are market tested and trusted by enterprises to run the vast majority of enterprise applications—especially those critical in nature.
Daniel Newman

IBM Think2022 Event

The Six Five team talks about the recent IBM Think2022 Event.
Daniel Newman

Talking SAP Sapphire, Marvell Acquires Tanzanite, Micron Investor Day, Zoho Marketing Plus – The Six Five Webcast

Talking SAP Sapphire, Marvell Acquires Tanzanite, Micron Investor Day, Zoho Marketing Plus. A new episode of The Six Five Webcast with hosts Patrick Moorhead and Daniel Newman.
tweiss@futurumresearch.com

U.S. National Quantum Initiative Advisory Board Repositioned to Directly Advise White House on Quantum Computing Policies as a National Priority for Science, Tech

Futurum analyst Todd R. Weiss analyzes the impact of a White House executive order that brings the U.S. National Quantum Initiative Advisory Board into a much closer relationship with the president and other governmental leaders to keep them better informed about quantum computing and its impacts on the U.S.
Ron Westfall

Intel Vision 2022: Intel Augments its Silicon, Software, and Services Portfolio Vision

Futurum’s Ron Westfall scrutinizes why Intel’s expanded silicon, software, and services portfolio vision boosts its ecosystem influence in powering AI workload optimization and adoption of key emerging applications as well as improve its competitive standing against key rivals.
Shelly Kramer

Quantum Computing Risks, Mitigation Plan Addressed in National Security Memo

Futurum principal analyst Shelly Kramer reacts to a new White House memo addressing the threat and mitigation of quantum computing risks through planned migration to quantum-resistant technologies.
Daniel Newman

Making Markets EP35: Tech Continues to Outperform, but the Market Doesn’t Care

In this episode of Making Markets, host Daniel Newman explores the fallout after a large swath of the tech industry finishes reporting.
Steven Dickens

VMware Extends Wipro and Atos Partnership

Futurum analyst Steven Dickens provides his take on the recently announced partnership extensions between VMware, Wipro and Atos. As Kubernetes deployments start to happen at scale, Global System Integrators are flocking to form relationships with VMware so they can be skilled in the latest technologies.
Ron Westfall

Qualcomm’s New Wi-Fi 7 Networking Pro Series Ushers in the Wi-Fi 7 Era

Futurum’s Ron Westfall examines why Qualcomm’s third-generation Networking Pro Series provides the technical innovations, coupled with its ecosystem-wide influence across OEMs and the key market segments, provide the essential drivers needed to kick-start the advent of the Wi-Fi 7 era.
Daniel Newman

Lattice Semiconductor Delivers Robust Q1 Growth and Raises Q2 Guidance

Lattice Semiconductor reported its fiscal Q1 with an outsized result that included a beat and raise across the board. Futurum's Daniel Newman gives his take on how the company is doing and what we can expect going forward.
Ron Westfall

Qualcomm’s Contributions Toward O-RAN and 5G Network Security

Ron Westfall and Shelly Kramer examine Qualcomm’s contributions and role in strengthening O-RAN security including active support for the O-RAN Security Focus Group and advancing O-RAN architecture and 5G network security benefits.
Daniel Newman

Honeywell Q1 Earnings

The Six Five team dives into recent earnings coming out of Honeywell.
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