Category: Semiconductors, Supply Chain, & Emerging Tech

February 2, 2021

Sarah Wallace

Market Coverage

Microsoft’s Azure Quantum Now Available for Public Preview

Microsoft Azure Quantum is now available for public preview allowing developers and researchers in all industries to experiment with the quantum computing platform. The preview is to help launch the quantum computing service as well as spur innovation in a variety of fields.

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

February 2, 2021

Daniel Newman

Market Coverage

Honeywell Partners with Atrium Health, Tepper Sports & Entertainment, and Charlotte Motor Speedway in Mass Vaccination Effort

Honeywell is investing in a new series of partnerships to accelerate the deployment of Covid-19 Vaccinations in the Charlotte area.

Semiconductors, Supply Chain, & Emerging Tech

February 1, 2021

Shelly Kramer

Futurum Tech Webcast

From Mobile Devices to the Automotive Industry, Chips Play an Outsized Role — and a Global Chip Shortage is a Very Big Deal – Futurum Tech Webcast

In this episode of the Futurum Tech Webcast, analysts Shelly Kramer and Olivier Blanchard explore the role that chips play in everything from mobile devices to the automotive industry. They touch on Honor’s recently announced partnerships with chipmakers and what’s likely ahead there (and the role we suspect Qualcomm might play). They explored news out of Qualcomm’s two-day Automotive Redefined: Technology Showcase 2021 and what we see happening with regard to Qualcomm’s Automotive sector strategy. And they wound up the last part of the show exploring the very real issue of supply chain as it relates to semiconductors, what is causing the current global chip shortage, and how that is impacting the Automotive industry.

Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

January 29, 2021

Daniel Newman

Market Coverage

Honeywell Finishes Year Strong, Pivoting Deeper into Tech

Honeywell capped off a challenging 2020 year with another outperformance heavily influenced by its diversification and tech pivot.

Semiconductors, Supply Chain, & Emerging Tech

January 28, 2021

Daniel Newman

Analyst Insight

With Gelsinger as New CEO, Intel Gets an Engineer Who Can Bring Back Innovation

Pat Gelsinger, Intel's New CEO with eight patents to his name, will aim to narrow the gap to competitors AMD and NVIDIA.

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

January 27, 2021

Olivier Blanchard

Market Coverage

Qualcomm’s Automotive Sector Strategy Shifts into High Gear this Week With a Bevy of Announcements

Qualcomm’s automotive sector strategy shifts into high gear this week with a bevy of announcements combining powerful SOCs, homogeneous system design and 5G to deliver best-in-class technology solutions to global automakers.

Intelligent Devices, Semiconductors, Supply Chain, & Emerging Tech

January 27, 2021

Daniel Newman

Market Coverage

AMD Outperforms for Q4 and Year Delivering Strong Growth

AMD finished the year out with a big result seeing significant QoQ and YoY growth as it heads into 2021 with strong momentum behind it.

Semiconductors, Supply Chain, & Emerging Tech

January 25, 2021

Olivier Blanchard

Market Coverage

Moving on from Huawei, Honor May Find The Perfect 5G Mobile Platform Partner In Qualcomm

In the wake of becoming independent from Huawei last year, the company is now free to work with U.S. chipmakers. While the company reports multiple partnership with key global chipmakers, Futurum’s Olivier Blanchard has his eye on Honor and Qualcomm and the ability of Qualcomm’s mid-range and budget SOCs as early as next year. Why? The Snapdragon platform’s ability to deliver mmWave-ready modems and complete SOCs across a range of price-points is an advantage that may prove difficult for Mediatek to overcome.