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Intel Q2 2022: The Good, The Bad, and the CHIPS Act

In Technology News by Daniel NewmanLeave a Comment

Futurum’s Daniel Newman and Ron Westfall examine Intel’s Q2 2022 financial results including the bad, the good, and the implications of the CHIPs Act passage. Intel’s CCG and DCAI units reported substantial declines that contributed directly to missing consensus outlooks related to its Q2 top-line and bottom-line expectations and revising full-year guidance, however progress in the NEX, AXG, and Mobileye units along with advancement of the CHIPs Act in the U.S. Congress indicate how Intel can mount a much-needed comeback before near-term and long-term.

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Intel x86 vs. Arm: The Most Important Selection Criterion – New Futurum Research Report

In Cloud, Technology by Ron WestfallLeave a Comment

In this research report, Futurum Research examines why in selecting the optimal microprocessor architecture organizations must take a comprehensive approach in understanding the strategic microprocessor architecture powering their implementations. This includes understanding fully that the migration off of x86 to Arm for most companies would prove to be a significant undertaking at a point in where the diverse x86 offerings in market are market tested and trusted by enterprises to run the vast majority of enterprise applications—especially those critical in nature.

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Arm Arms Microsoft Azure VMs Preview Featuring Ampere Altra Processors

In Technology News by Ron WestfallLeave a Comment

Arm is showcasing Arm Neoverse ecosystem momentum through Microsoft’s preview of VMs on its Azure cloud platform powered by Arm-based Ampere Altra server CPUs. Futurum’s Ron Westfall assesses why the preview of VMs on Microsoft Azure using Arm-based Ampere Altra processors boosts Arm’s sales and marketing momentum as well as the influence of the Arm Neoverse ecosystem after the dissolution of the $40 billion NVIDIA acquisition and before parent company Softbank’s plan to take the company public.

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Marvell and TSMC Show that Size Does Matter

In Technology News by Ron WestfallLeave a Comment

The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.