Category: Semiconductors, Supply Chain, & Emerging Tech

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...
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...
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...
Intel Q3 Revenue Hits $14.16 Billion, Beating Analyst Estimates
November 2, 2023

Intel Q3 Revenue Hits $14.16 Billion, Beating Analyst Estimates

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as Intel Q3 revenue hits $14.16 billion, beating analyst estimates as the chipmaker reported its latest...
Lattice Semiconductor Q3 2023 Revenue Hits $192 Million, Up 11% YoY
November 1, 2023

Lattice Semiconductor Q3 2023 Revenue Hits $192 Million, Up 11% YoY

Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their latest insights as Lattice Semiconductor Q3 2023 revenue hits $192 million, up 11% YoY in the latest...
NVIDIA creating Arm-based SOC?
October 31, 2023

NVIDIA creating Arm-based SOC?

The Six Five team discusses NVIDIA creating Arm-based SOC in this highlight from episode 190 of the Six Five Webcast....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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