Category: Semiconductors, Supply Chain, & Emerging Tech

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 Honeywell and Quantum team up, Cisco Webex rebrands, earnings report from Marvell and other topics you won't want to miss.
Contextualizing the most recent PC shipment numbers from Canalys. HP and Samsung grew fastest in Q1 on increased demand for Chromebooks.
A quick run through of some of this week's biggest tech stories including NVIDIA, Arm, Oracle Earnings Preview and Apple's Privacy Woes?
NVIDIA has many levers of growth, and its standout performance may earn it inclusion in the Dow Jones Industrial Average.
With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
In this new episode of the Futurum Tech Webcast – Interview Series, Futurum co-founder Daniel Newman talks with Lattice Semiconductor’s Chief Marketing and Strategy Office, Esam Elashmawi about the impressive growth Lattice has seen in recent years and where the company is headed in the future.
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
Honeywell Quantum Solutions and Cambridge Quantum Computing combine to form a new quantum computing company that offers the planet’s highest-performing quantum computer and agile quantum software, including the trailblazing quantum operating system. Futurum’s Daniel Newman examines how Honeywell and Cambridge’s formation of the new quantum compute company establishes a one-stop shop essential to powering quantum innovation and driving the investment required to assure quantum computing’s lasting commercial success.
The new Qualcomm-Microsoft Snapdragon developer kit announcement signals growing enterprise buy-in for an always-connected compute platform. Futurum analyst Olivier Blanchard breaks down why the market is hungry for good enough performance laptops and explains Microsoft’s interest in Qualcomm’s Snapdragon compute platform.

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