Intel delivered a strong Q2 as demand for semiconductors remains strong. The biggest growth came from the client business as notebooks surge.
Intel Exploring a Potential Deal to Buy GlobalFoundries
Intel is reportedly in conversations to acquire specialty chip-production leader GlobalFoundries in a deal that could reach $30 billion.
Week of June 30: Hot Takes on Intel, NVIDIA, and Zoom
Futurum’s Daniel Newman gives some quick hit insights on three stories making headlines this week.
Rakuten, NEC, and Intel Score 5G SA Core Breakthrough
Rakuten Mobile, NEC, and Intel have attained a performance of 640 Gbps per server for the containerized User Plane Function (UPF) on the containerized 5G Standalone core network. Futurum’s Ron Westfall examines why the demo strengthens the open model 5G credentials of the Rakuten, NEC, and Intel and how the 5G power trio can further advance the Open 5G cause.
Intel Changing Data Center Stakes with Debut of Infrastructure Processing Unit
Intel introduces its vision for the IPU (Infrastructure Processing Unit) focusing on improving data center manageability and efficiency, purpose-developed in close collaboration with hyperscale cloud partners. Futurum’s Ron Westfall examines and analyzes why Intel’s IPU proposition is clearly differentiated and why Intel is now better positioned to expand its influence and presence across burgeoning intelligent data center architectures.
EU to Introduce Digital Wallet Initiative Ahead of US, Sets First Major Milestone for 2022
The EU will introduce a digital wallet initiative ahead of the US, setting a first major milestone for 2022. Futurum’s Olivier Blanchard covers the many nuances of that initiative, including Qualcomm’s prescient 2019 updates to its Snapdragon 855 Mobile Platform and subsequent security clearance, what’s likely ahead there, as well as whether the EC will back down at all in its crusade against major US tech companies, whose assistance will no doubt be needed here.
COMPUTEX 2021: AMD Shines with New Portfolio-wide Innovations
AMD CEO Lisa Su shrewdly leveraged the Computex Keynote to promote AMD’s latest portfolio-wide innovations and capabilities including especially its first application of 3D chiplet technology. Futurum’s Ron Westfall assesses how AMD’s foray into 3D chiplet technology is key to advancing ecosystem-wide semiconductor development and how its new portfolio solutions strengthen AMD’s ability to fulfill customer demands across the auto, mobile, gaming, PC, and data center server market segments.
Intel’s COMPUTEX 2021 Announcements Focus on Post-Pandemic Life and an Ongoing Commitment to Driving Innovation
Intel’s Michelle Johnston Holthaus’s keynote at the virtual COMPUTEX 2021 event focused on post-pandemic life and Intel’s ongoing commitment to driving innovation. The digitization of everything has been spurred by a pandemic and sped up innovation, as well as brought strains on supply chain. Futurum’s Shelly Kramer covers key announcements made by Intel at the Computex event and takes a look at what Intel is doing to meet the capacity needs of people and businesses moving forward.
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.
Intel Beats Expectations as PC Demand Surges in Q1
Intel delivered a solid beat against expectations while being relatively flat on a YoY basis in its first quarter under CEO Pat Gelsinger.