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Category: Semiconductors, Supply Chain, & Emerging Tech

Fred McClimans

NVIDIA’s BlueField-2 DPUs and Base Command AI Development Hub Serve up More Power, Less Friction at COMPUTEX 2021

NVIDIA continues to expand its focus and customer value as it rolls out software solutions and service offerings designed to help its customers accelerate their own internal application development and digital transformation initiatives. Futurum Research analyst Fred McClimans breaks down two key announcements from COMPUTEX Taipei 2021.
Ron Westfall

COMPUTEX 2021: AMD Shines with New Portfolio-wide Innovations

AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.
Fred McClimans

The Dip in Chips: How the Semiconductor Industry is Responding to the Global Supply Chain Crisis – Futurum Tech Webcast

Futurum’s Fred McClimans and Ron Westfall analyze the ongoing crisis in the global semiconductor supply chain and its impact across key industries such as the automotive, telecommunications, and medical equipment verticals. They discussed the reasons for the constraints in the chip supply and what actions the U.S. government is taking in response to the crisis. Plus, they address the moves being made by the major semiconductor supplies to stabilize long-term supply chains and the challenges involved in building out new foundries.
Daniel Newman

Record Earnings Report from Dell Technologies

Daniel Newman

NVIDIA Keeps Up Its Record-Breaking Run in Fiscal Q1

Olivier Blanchard
Olivier Blanchard

Qualcomm’s New Snapdragon 7c Gen 2 Compute Platform Brings Major Upgrade to Budget Laptops

Qualcomm’s new Snapdragon 7c Gen 2 compute platform brings a major upgrade to budget laptops. The platform’s specs on the whole look to be raising the bar for entry-level mobile compute platform performance and features.
All Eyes are on Semiconductor Companies Amid Chip Shortage — Investors Should be Looking at These Four Lesser-known Names
Daniel Newman

All Eyes are on Semiconductor Companies Amid Chip Shortage — Investors Should be Looking at These Four Lesser-known Names

Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
Daniel Newman

PC Industry and Chips — A Look at What’s Now and What’s Ahead. Exploring Evolving Architectures and Ecosystems for Client Computing

Daniel Newman

Announcements from the Lattice Semiconductor Investor Day

Daniel Newman

So Much Tech To Think About – 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 the latest earnings from Poly, announcements from IBM Think 2021 and Lattice Semiconductor's Analyst Day, and more.
Daniel Newman

IBM Launches LinuxONE III Express

Daniel Newman

The Latest Earnings Report from Lattice Semiconductor

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