Futurum’s Daniel Newman dives into the recent announcement coming out of Micron, that they will invest $100 billion over the next 20 years building a state-of-the-art megafab near Syracuse, New York.
Intel Earnings Q3 2021
Intel announced their 2021 third quarter earnings report and the results were a little off from previous quarters. Futurum’s principal analyst Daniel Newman dives into the report and also looks ahead to what we can expect from Intel as far as the chip shortage is concerned.
GlobalFoundries Announces New Solutions for 5G and Wi-Fi 6/6e Enabled Devices
Futurum’s lead analyst Shelly Kramer explores GlobalFoundries’ announcement of new solutions for 5G and Wi-Fi 6/6e enabled devices from the 2021 GF Summit.
Marvell’s Q1 Earnings Results Are, Well, Pretty Marvelous, In Spite of Everything
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
All Eyes are on Semiconductor Companies Amid Chip Shortage — Investors Should be Looking at These Four Lesser-known Names
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
Exploring The Role Of Supply Chain In Recovery And Digital Transformation Investments
The global semiconductor shortage has help to raise awareness of the importance of the supply chain. With much to learn from the shortage, we explore what happened, and what companies should be thinking about to get out in front of future supply chain challenges and execute on growth opportunities.