Insights on how the recent 15% export license fee on NVIDIA’s H20 and AMD’s MI308 to China represents a significant policy development in the global AI semiconductor market....
Insights on Okla’s earnings preview, at the intersection of two major growth curves: AI infrastructure expansion and the need for sustainable, reliable energy sources....
Ray Wang, Research Director at Futurum, shares insights on Synopsys’ $35 billion acquisition of Ansys, uniting EDA and multiphysics simulation to deliver a unified silicon-to-systems design platform with a $31...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze...
Keith Kirkpatrick, Research Director at Futurum, covers Twilio’s Q2 FY 2025 earnings and discusses how the company is driving margin expansion across its product portfolio amid economic headwinds....
Ray Wang, Research Director at Futurum shares his insights on NXP’s acquisition of port GmbH, examining how this move advances real-time industrial networking and simplifies protocol integration for software-defined manufacturing...
Ray Wang, Research Director at Futurum, shares insights on Broadcom Jericho4 - an Ethernet router designed to connect over a million XPUs across data centers with lossless, secure performance for...
Keith Kirkpatrick, Research Director at Futurum, shares insights on SAP’s planned acquisition of SmartRecruiters and how it enhances SAP SuccessFactors with AI-driven, high-volume talent acquisition capabilities....
Olivier Blanchard and Daniel Newman at Futurum unpack AMD’s Q2 FY 2025 results, where record EPYC and Ryzen sales were offset by export-driven MI308 charges. In focus: the MI355 ramp,...
Ray Wang and Daniel Newman at Futurum analyse Lattice’s Q2 FY 2025 results, highlighting record server revenue, growing AI attach rates, and strong momentum in communications and compute despite industrial...
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