Category: Semiconductors, Supply Chain, & Emerging Tech

March 17, 2021

Daniel Newman

Market Coverage

Intel’s New Ads Target Apple M1 With Former Mac Spokesman Justin Long

Intel has rolled out a new campaign targeting Apple's M1 deficiencies using long time Apple spokesman Justin Long.

Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

March 13, 2021

Daniel Newman

Six Five Webcast

All is Well at Honeywell – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Oracle and Cloudera, announcements from IBM and AWS, an update from Honeywell and a recap of HPE GreenLake Day.

Digital Leadership & CIO, Hybrid Cloud, Infrastructure, and Operations, Semiconductors, Supply Chain, & Emerging Tech

March 12, 2021

Daniel Newman

Analyst Insight

NVIDIA’s Future is Bright as its Many Bets are Paying off

NVIDIA’s fourth-quarter revenue topped $5 billion for the first time, capping a stellar year for the chipmaker despite the global pandemic and supply-chain constraints.

Semiconductors, Supply Chain, & Emerging Tech

March 8, 2021

Olivier Blanchard

Market Coverage

Qualcomm’s Snapdragon Insiders Program Launch Puts Snapdragon Brand Front-and-Center

Qualcomm’s Snapdragon Insiders Program puts the Snapdragon brand front and center in a clever initiative that might well make the Snapdragon brand a household name among the hundreds of millions of technology enthusiasts whose devices are already powered by the Snapdragon platform.

Digital Leadership & CIO, Semiconductors, Supply Chain, & Emerging Tech

March 4, 2021

Daniel Newman

Market Coverage

Cloud and 5G Strength Drive Marvell to Four Consecutive Growth Quarters

Marvell delivered its fourth consecutive growth quarter as the company's focus on cloud, 5G, and automotive are upping demand for its products

Semiconductors, Supply Chain, & Emerging Tech

March 3, 2021

Shelly Kramer

Market Coverage

DoD Partners with GLOBALFOUNDRIES to Manufacture Secure Chips

In a recently announced strategic partnership, the U.S Department of Defense (DoD) will partner with GLOBALFOUNDRIES, one of the world’s leading specialty foundries, to provide a secure and reliable supply of semiconductor solutions that will be manufactured at Fab 8 in Malta, New York., the company’s most advanced manufacturing facility. The DoD’s partnership with GLOBALFOUNDRIES is both about reliability and security and occurring at a time when there is a global semiconductor shortage and whole industries are feeling the pressure. This move to provide the security needed by the Pentagon for its sensitive military and aerospace needs is part of a concerted effort to on-shore U.S. microelectronics capabilities.

Semiconductors, Supply Chain, & Emerging Tech

March 3, 2021

Olivier Blanchard

Market Coverage

UK Consumer Advocacy Group Which? Lawsuit Against Qualcomm Seems Doomed Already

Futurum’s Olivier Blanchard discusses UK consumer advocacy group Which?’s lawsuit against Qualcomm and the challenges it faces ahead.

Semiconductors, Supply Chain, & Emerging Tech

March 1, 2021

Daniel Newman

Six Five Webcast

Tech Stonks and Earnings – The Six Five Webcast

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss the tech new stories that made headlines this week including earnings reports from Salesforce, NVIDIA, Twilio, Pure Storage, Dell Technologies, and HP, and a quick review of HP’s HyperX acquisition.

Semiconductors, Supply Chain, & Emerging Tech

February 24, 2021

Daniel Newman

Market Coverage

Record Breaking Quarter and Year Wraps Up NVIDIA Fiscal 2021

NVIDIA capped off a strong fiscal 2021 with record revenue and earnings despite global chip shortages and economic headwinds.

Semiconductors, Supply Chain, & Emerging Tech

February 19, 2021

Daniel Newman

Research Report

The Intel vPro Platform: The Key to Fortifying Your PC Fleet

Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

February 18, 2021

Daniel Newman

Six Five Webcast

What’s Driving the Global Chip Shortage and How do We Get Out of It? – The Six Five Webcast

On this special episode of The Six Five Podcast hosts Patrick Moorhead and Daniel Newman explore what is causing the global chip shortage, the impact it’s having on the tech industry and the world at large, and possible solutions.