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Category: Semiconductors, Supply Chain, & Emerging Tech

July 29, 2025

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and...
July 28, 2025

The Six Five Pod | EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent AI summit in Washington D.C., analyzing its implications for U.S. competitiveness and policy....
July 28, 2025

Intel Q2 FY 2025 Results Beat on Revenue, Margin Hit by One-Time Charges

Ray Wang and Daniel Newman from Futurum explore Intel’s Q2 FY 2025 earnings, highlighting revenue strength, margin pressures from restructuring, strategic foundry shifts, and why the 18A ramp is critical...
July 23, 2025

Building the Right Data Architecture: Learn how to fine-tune AI models, host them securely, and train them on proprietary data sets.

Doug Oathout and Peter Lillian join Keith Townsend to discuss optimizing AI architecture, leveraging NVIDIA’s computing and Lenovo’s AI solutions....
July 22, 2025

Building And Scaling Hybrid AI Factories With AI Agents And Solutions

Flynn Maloy from Lenovo and Sandeep Gupte from NVIDIA join Daniel Newman to share insights on scaling Hybrid AI with innovative solutions....
July 21, 2025

TSMC Q2 FY 2025 Earnings: Too Impressive To Be True

Ray Wang, Research Director at Futurum, shares his insights on TSMC’s Q2 earnings result and outlook, specifically the company's key growth drivers, technology roadmap, and firm’s current and future market...
July 21, 2025

The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in AI chip exports to China, the Synopsys-Ansys deal, and TSMC's earnings. The...
July 17, 2025

ASML Q2 FY 2025 Earnings Reflect Strong Demand, but Outlook Clouded by Future Uncertainty

Ray Wang, Research Director at The Futurum Group shares his insights on ASML’s Q2 earnings result and outlook, specifically the company's key growth drivers and some existing and future challenges....
July 14, 2025

Can Micron’s New 2600 SSD Exceed QLC SSD Expectations?

Ray Wang, Research Director at Futurum, shares his insights on how Micron’s 2600 SSD combines Adaptive Write Technology and G9 QLC NAND to close the performance gap between QLC and...
July 14, 2025

The Six Five Pod | EP 267: Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets

On episode 267 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech trends and market dynamics. They discuss Samsung's Galaxy Unpacked event, highlighting...
July 10, 2025

Dell Launches Early AI Infrastructure Offering for Enterprise Demand

Ray Wang, Research Director at Futurum, shares insights on Dell’s early deployment of NVIDIA GB300 NVL72 systems with CoreWeave. The launch sets a new standard in rack-scale performance for AI...
July 8, 2025

Can Intel and HP Finally Make AI PCs a Must-Have for Business?

Olivier Blanchard, Research Director at Futurum shares insights on how Intel and HP’s AI PCs deliver productivity gains through local AI workloads, with up to 223% faster app performance and...

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