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Category: Semiconductors, Supply Chain, & Emerging Tech

Daniel Newman

Recent Earnings from IBM

Daniel Newman

Intel Earnings Report

Daniel Newman

GlobalFoundries Rebrands at the Right Time

Daniel Newman

The Snapdragon Insiders Smartphone

Daniel Newman

Honeywell Reaches Three Important Quantum Milestones

Honeywell Quantum announced 3 Quantum Computing breakthroughs delivering over 1000 qubits, improved real-time correction and efficiency.
Ron Westfall

ADTRAN Delivers the Right Combo-nation to Energize Worldwide 10G PON Deployments

ADTRAN’s Combo PON technology is playing an integral role in advancing multi-gigabit broadband adoption across the world including the amassing of over 100 operator deals such as U.S.-based cable operator Armstrong committing to a 10G full-fiber strategy using ADTRAN’s XGS-PON solution. Futurum’s Ron Westfall examines why ADTRAN’s Combo PON technology is well-matched for the broadband demands of post-pandemic society and how 10G-capable fiber access networks will ultimately prevail in winning fixed access battles against competing technologies like cable HFC.
Steven Dickens

IBM Systems Has A Tough Quarter, But That Is Not The Whole Story

Futurum Research Senior Analyst, Steven Dickens provides his take on the Q2 2021 results for IBM Systems. The headline results on the surface look troubling for Systems, however given the product life cycles of IBM Z and Power, and tough comparisons against Q2 2020, the business did surprisingly well and shows areas of growth and penetration in the marketplace.
Olivier Blanchard
Olivier Blanchard

The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen U.S. Technology Leadership – Part Two

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.
Shelly Kramer

Intel says – “I’ll see your IP move and raise you a fab” and more thoughts on the news of talks about an Intel GlobalFoundries acquisition – Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Daniel Newman, Shelly Kramer, and Fred McClimans discuss the reports of Intel Corp being in talks to buy semiconductor manufacturer Global Foundries for about $30 billion. There’s no doubt the silicon industry is in the midst of a crisis — limited fab capabilities and supply chain disruptions (due to trade conflicts and the ongoing pandemic) have impacted chip companies, their customers, and end consumers the world over. Would an acquisition of this nature rock the chip industry or make it better? What are the potential hurdles? Would it ever actually happen?
Shelly Kramer

Beyond Whitehurst Departure, IBM’s Massive Transformation is Underway

In this video vignette from a recent episode of the Futurum Tech Webcast, analysts Shelly Kramer and Steven Dickens (a former IBMer) dive into the massive transformation that IBM is undergoing, with a brief look at the Whitehurst departure and some potential ramifications, as well as significant changes in the company’s marketing function under new CMO Carla Piñeyro Sublett, and the challenges there, along with the concurrent radical transformation of IBM’s IT team under CIO Kathryn Guarini. If you’re following IBM, this is one conversation you won’t want to miss.
Shelly Kramer

Material Changes at IBM and What’s Ahead, BMC Announcements, and Thoughts on IBM’s BoxBoat Acquisition – Futurum Tech Webcast

In this newest episode of the Futurum Tech Webcast, Futurum’s Shelly Kramer and Steven Dickens break down Whitehurst’s departure, the transformation that’s happening at IBM across the board, the company’s acquisition of BoxBoat and the role hybrid cloud will clearly play in the company’s transformation efforts, as well as a breakdown of announcements out of BMC Software this week and what’s ahead there.
Daniel Newman

Marvell launches the New Octeon 10

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