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Samsung Knocks Apple Off Of Number 1 Market Share
Daniel Newman

Samsung Knocks Apple Off Of Number 1 Market Share

The Six Five team discusses Samsung knocks Apple off of number 1 market share.
U.S. Awards Samsung & Micron over $6B in CHIPS Act
Daniel Newman

U.S. Awards Samsung & Micron over $6B in CHIPS Act

The Six Five team discusses U.S. Awards Samsung & Micron over $6B in CHIPS Act.
Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm
Daniel Newman

Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple, Arm

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss Apple Vision Pro developers losing interest, U.S. awards Samsung and Micron over $6B in CHIPS Act funding, does AMD have a datacenter AI GPU problem, Adobe’s use of Midjourney, Samsung knocks Apple off of number 1 market share, and Arm says CPUs can save 15% of total datacenter power.
CHIPs Act Update: US Secures Domestic Production of Advanced Chips
Olivier Blanchard
Olivier Blanchard

CHIPs Act Update: US Secures Domestic Production of Advanced Chips

TSMC, Samsung, and Intel All Announced Agreements
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the geopolitical, market, and supply chain implications of finally securing domestic semiconductor chip production.
Memcon 2024: Memory Technologies Are a Key Component to Scale AI
Camberley Bates
Camberley Bates

Memcon 2024: Memory Technologies Are a Key Component to Scale AI

Kubecon and the Vendors Lay Out Strategies for Driving AI
Camberley Bates, Vice President at The Futurum Group, covers the pressing issues of memory constraints and highlights from Memcon 2024.
AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?
Dr. Bob Sutor
Dr. Bob Sutor

AI in Context: UXL to Be an Open-Source Alternative to NVIDIA’s CUDA?

The UXL Foundation Has Been Getting Attention Lately as It Plans to Provide an Open-Source Alternative to NVIDIA’s CUDA GPU Coding Platform
The Futurum Group’s Dr. Bob Sutor discusses the UXL’s plan to create a “multi-architecture multi-vendor software ecosystem for all accelerators,” competing with NVIDIA’s CUDA platform for GPUs. Does it stand a chance of overcoming NVIDIA’s lead?
5G Factor: Signs of 5G Turnaround?
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Signs of 5G Turnaround?

An assessment of 5G Turnaround Indicators Including Samsung’s Fiscal Q1 2024, 5G/eSIM Expansion, 5G Fund Revival, and T-Mobile’s Blink Smart Home Package
The Futurum Group’s Ron Westfall and Olivier Blanchard review potential indicators of improving 5G prospects in 2024 including Samsung’s surging Q1 2024 financial results amid AI’s rising tide, growing worldwide 5G connections plus eSIM expansion, the FCC proposing revival of the $9 billion 5G Fund for Rural America, and T-Mobile’s creative new Blink Smart Home bundle package.
AI raises all boats and the Mainframe turns 60 - Infrastructure Matters: Episode 36
Camberley Bates
Krista Case
Camberley Bates, Krista Case & Steven Dickens

AI raises all boats and the Mainframe turns 60 – Infrastructure Matters: Episode 36

In this episode of Infrastructure Matters, hosts Steve Dickens, Camberley Bates, and Krista Macomber take on the Mainframe’s 60th birthday, how AI lifts all boats, Memcon 2024 conference and the Rubrik IPO and what DSPM means.
Exploring Samsung's AI Ambitions - The Six Five on AI
Daniel Newman

Exploring Samsung’s AI Ambitions – The Six Five on AI

Jinman Han, Jim Elliott, and Marco Chisari join us to share insights on Samsung's AI vision and strategy, highlighting how their unique products and solutions are addressing customer challenges in the AI space.
Marvell TSMC: Stimulating 2nm Accelerated Infrastructure Innovation
Ron Westfall

Marvell TSMC: Stimulating 2nm Accelerated Infrastructure Innovation

Marvell Extends TSMC Relation Using 2nm Building Blocks and Foundational IP to Boost Performance of Cloud-Optimized Silicon for Accelerated Infrastructure
The Futurum Group’s Ron Westfall assesses why Marvell’s extension of its alliance with TSMC provides the semiconductor design and development path vital to spur accelerated infrastructure innovation underpinned by 2nm process technology.
5G Factor: Key MWC24 Takeaways – Semis and Devices
Olivier Blanchard
Ron Westfall & Olivier Blanchard

5G Factor: Key MWC24 Takeaways – Semis and Devices

An Assessment of The Key MWC24 Takeaways in Semis and Devices Highlighted by Micron Memory, Lenovo/Motorola Edge AI, Mediatek, and Qualcomm AI/5G Innovations
The Futurum Group’s Ron Westfall and Olivier Blanchard review their key takeaways from Mobile World Congress 2024 across the semiconductor and device realms including Micron’s memory and storage advances with Samsung Galaxy 24 series onboard, Lenovo’s Integrated Edge AI Solutions for Telcos with Telefonica and Orange AI use cases, Lenovo’s new devices exemplified by the Thinkbook transparent display, new Mediatek Dimensity 9300 GenAI capabilities, and Qualcomm’s portfolio-wide AI, 5G, and Wi-FI innovations.
Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery
Olivier Blanchard
Olivier Blanchard

Samsung’s Galaxy Book4 AI PCs Add Momentum to PC Market Recovery

Intel’s Core Ultra Chipset Helps Shape PC Recovery with New On-Device AI Features and Gives Intel and OEM Partners an Early Market Advantage
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on the importance of Intel and Samsung’s AI PC partnership in the PC market in the age of ubiquitous AI, seamless interoperability, and UX.
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