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.
Marvell Injects New CXL Technology into Cloud-Optimized CXL Portfolio with Tanzanite Acquisition
Futurum’s Ron Westfall explores why Marvell’s acquisition of Tanzanite locks in Tanzanite’s Compute Express Link (CXL) technology and expertise that further bolsters Marvell’s CXL platform for cloud data centers. The deal follows on Marvell’s string of successful M&A deals, such as the Innovium and Inphi acquisitions, demonstrating its organization-wide ability to effectively use acquisitions to broaden its addressable market and boost overall competitiveness throughout key markets such as the cloud-optimized silicon market segment.
Qualcomm’s Tiered SOC Diversification Pays Off, Expands Footprint
The potential move away from Qualcomm’s premium 5G Snapdragon 865 SOC as reported would signal that Google and LG might be leaving Apple and Samsung to fight for the top spot in the premium tier handset category. This move would allow Google and LG to focus instead on more budget-friendly high-end phones for consumers who enjoy premium features but don’t need all of the bells and whistles of a $1,200+ phone. The decision to select Qualcomm’s 765G mobile platform over the superior 865 mobile platform may initially seem like a setback for Qualcomm’s flagship 5G SOC, but I don’t think that’s the case at all. Here’s why.