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Category: Semiconductors, Supply Chain, & Emerging Tech

Daniel Newman

Let Me Repeat: Chips Are Strategic – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week including Marvell buys Innovium, NVIDIA Advances Instant AI, Intel Provides Its Multi-Year Roadmap and more topics you won't want to miss.
Olivier Blanchard
Olivier Blanchard

The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 3

Who tried to take down Qualcomm? What were they after? Why didn’t they prevail? What does Qualcomm’s resilience mean for the future? These are the questions that Futurum Senior Analyst, Olivier Blanchard dives into in the second episode of this 3-part series, in which Apple weaponized the courts in an attempt to weaken the value of Qualcomm’s technology portfolio, and Broadcom took advantage of a moment of perceived vulnerability to try and acquire Qualcomm outright. Both Apple and Broadcom would ultimately fail.
Daniel Newman

Qualcomm Exceeds Analyst Expectations

Daniel Newman

AMD has an Incredible Q2

Daniel Newman

Earningspalooza Returns: Can Big Tech Keep Up With the Market’s Insatiable Growth Appetite? – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss all things earnings related from Qualcomm, Microsoft, AMD, Google, Amazon and Poly.
Steven Dickens

Mainframe Ecosystem Mobilizes for Common Good with Congress, Micro Focus, and Broadcom Providing Encouraging News

Futurum’s Steven Dickens provides his take on an interesting week in the mainframe space. Congressman Matt Cartwright (D-PA-08) looks to get support for the Grace Hopper Code for Us Act in the House to fund higher ed training for IT jobs and addressing the shortage of professionals with a background in older coding languages needed to maintain and modernize critical government IT systems. Micro Focus plays a significant role in that initiative, and Broadcom looks to transform the mainframe landscape through Open Source with The Linux Foundation, Open Mainframe Project. Very interesting times ahead for the mainframe industry.
Fred McClimans

AMD Q2 2021 Earnings: The 99% Solution?

AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.
Broadcom Purchasing SAS Would Propel the Company into the Big Leagues
Daniel Newman

Broadcom Purchasing SAS Would Propel the Company into the Big Leagues

A deal to purchase SAS would diversify Broadcom’s prospects as a real player in software, which it has struggled to achieve.
Daniel Newman

Tech Outperforms This Quarter Led by AMD, Apple, Microsoft, Alphabet

Tech names AMD, Apple, Google, and Microsoft all saw their results significantly outperform guidance and expectations this week.
Daniel Newman

Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A

Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.
Steven Dickens

Earnings Reports, Acquisitions, and Antitrust. Oh My! – The Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Steven Dickens and Daniel Newman discuss the latest earnings reports from SUSE and IBM, Intel and Temenos, Zoom’s acquisition of Five9, and other technology news you won't want to miss.
Daniel Newman

Honeywell Reaches Three Important Quantum Milestones

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