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Company: Samsung

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth
Ray Wang
,

Micron Technology Q3 FY 2025 Earnings Show Strong Data Center and HBM Growth

Ray Wang, Research Director with The Futurum Group shares his insights on Micron’s Q3 earnings and company’s strong performance amid record-high DRAM and data center revenue.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall
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Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
GTC 2025 Wrap-Up with Pat Moorhead
Six Five Media
Six Five Media

GTC 2025 Wrap-Up with Pat Moorhead

Pat Moorhead, Founder, CEO, and Chief Analyst at Moor Insights & Strategy, dives into GTC 2025's major AI and compute innovations, spotlighting Samsung's role in powering future AI.
DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More - Six Five Webcast: The 5G Factor
Olivier Blanchard
Ron Westfall & Olivier Blanchard

DeepSeek’s Ecosystem Implications, Samsung’s Galaxy Unpacked, & More – Six Five Webcast: The 5G Factor

On this episode, hosts Ron Westfall and Olivier Blanchard discuss DeepSeek R1, Galaxy Unpacked, and the potential for operators like AT&T and Verizon to monetize their AI capabilities and real estate assets.
Samsung Launches Flagship Phone Positioned as “A True AI Companion” - Six Five On The Road at Galaxy Unpacked
Olivier Blanchard
Olivier Blanchard

Samsung Launches Flagship Phone Positioned as “A True AI Companion” – Six Five On The Road at Galaxy Unpacked

Brad Haczynski, SVP at Samsung, joins Olivier Blanchard and Anshel Sag to share insights on deploying AI effectively in businesses with the new Galaxy S25.
Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration
Ron Westfall

Marvell HBM Compute Architecture Ready to Transform Cloud AI Acceleration

Marvell Debuted Custom HBM Solutions Specifically Designed for XPUs Partnering With Samsung, Micron, and SK Hynix to Innovate Tailored Memory Solutions
Futurum’s Ron Westfall examines why Marvell’s new HBM customization solutions can play a crucial role in driving XPU innovation, particularly for AI and high-performance computing applications that require extreme memory bandwidth and efficiency.
Tenstorrent's Funding Include Bezos Expeditions, Samsung, LG
Ron Westfall

Tenstorrent Ready to Storm AI Chip Market

Tenstorrent Lands $693 Million in New Funding Including Bezos Expeditions, Samsung, and LG to Challenge NVIDIA’s AI Chip Prominence
Futurum’s Ron Westfall assesses why Tenstorrent’s new funding can spur consistent competitive differentiation of its AI chips against GPUs.
Qualcomm Launches Snapdragon 8 Elite: Android’s Smartest Flagship Tier Mobile SOC
Olivier Blanchard
Olivier Blanchard

Qualcomm Launches Snapdragon 8 Elite: Android’s Smartest Flagship Tier Mobile SOC

The New Snapdragon 8 Elite Mobile Platform Shows off Qualcomm’s Custom Oryon CPU and Delivers True On-Device Multimodal AI to the Android Ecosystem
Olivier Blanchard, Research Director with The Futurum Group, provides an overview of Qualcomm’s new Snapdragon 8 Elite flagship tier mobile SOC, including gen-over-gen performance improvements, the role that Qualcomm’s new custom Oryon CPU plays into this and future releases, and the growing importance of delivering platforms that will drive rapid agentic AI innovations and next-gen ultra-personalized experiences.
5G Factor: T-Mobile Forms Bold AI-RAN Alliance and Orange Pushes Open RAN
Ron Westfall

5G Factor: T-Mobile Forms Bold AI-RAN Alliance and Orange Pushes Open RAN

T-Mobile Capital Market Day Energizes AI-RAN Interest with NVIDIA, Ericsson, and Nokia, and Orange Sees Green Future for Open RAN
In this episode of the Six Five Podcast - The 5G Factor, The Futurum Group’s Ron Westfall examines the Fantastic Four AI-RAN alliance of T-Mobile, NVIDIA, Ericsson, and Nokia and the warrant behind Orange seeing Open RAN proving its sustainability credentials.
Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter
Olivier Blanchard
Olivier Blanchard
,

Does Intel Entering the Copilot+ PC Ecosystem Late Really Matter?

Intel’s New Lunar Lake Core Ultra Processors for AI PCs Will Compete Against Qualcomm’s Snapdragon X and AMD’s Ryzen AI Processors, But Has Intel Fallen Behind?
Olivier Blanchard, Research Director at The Futurum Group shares his insights on whether or not Intel Lunar Lake Core Ultra processors entering the Windows 11 Copilot+ AI PC market a few months behind Qualcomm’s and AMD’s will cost the semiconductor giant some market share as the PC refresh supercycle begins to heat up.
Why The New AI-enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet
Olivier Blanchard
Olivier Blanchard

Why The New AI-Enabled Pixel 9 Lineup Is Google’s Strongest Play Against Apple Yet

Google’s Pixel 9 Launch Drops Hints About How Google Intends to Use its Hybrid AI Strategy to Disrupt Apple’s Market Share in Mobile
The Futurum Group's Research Director Olivier Blanchard takes a look at the new Google Pixel 9 lineup and how Google intends to use its hybrid AI mobile solutions to disrupt Apple's mobile market share.
How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy
Olivier Blanchard
Olivier Blanchard

How The Pixel 9 Launch Clarifies Google’s Expanding AI Monetization Strategy

Google’s Pixel 9 Launch Provides the Clearest Indication Yet of How Google Intends to Monetize Premium AI Experiences in Mobile
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how the Pixel 9 launch clarifies Google’s expanding AI monetization strategy.
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