Futurum’s Ron Westfall and Daniel Newman examine Micron’s financial results for the fourth quarter 2022 and full year of fiscal 2022 and why they believe that Micron is making the strategic moves critical to address rapidly weakening consumer demand and significant customer inventory adjustments across all its end markets until macroeconomic and semiconductor segment conditions improve.
Marvell Sustains Impressive Market Momentum with Robust Q2 Fiscal 2023 Financial Results
Futurum’s Ron Westfall and Daniel Newman examine Marvell Technologies financial results for the second quarter of fiscal year 2023 and why they confirm Marvell as a major player across the semiconductor space that exercises considerable ecosystem influence and is impressively adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G/operator, enterprise, and auto market segments which help power the company’s long-term investment and growth prospects.
Embedded World 2022: Micron Unfolds Compute Foundation Innovations for Accelerating Intelligent Industrial and Automotive Edge
Futurum’s Ron Westfall assesses Micron’s three-prong Embedded World 2022 announcement, consisting of new memory and storage portfolio innovation across its industrial and automotive offerings, such as the i400 microSD card, ASIL D certification for its LPDDR5 DRAM, and the expansion of its IQ Partner Program, and why it can bolster Micron’s competitive position in driving breakthroughs in key vertical areas such as video surveillance and automotive safety.
Marvell Kicks Off Fiscal 2023 on a High Note with Robust Q1 Financial Results
Futurum’s Daniel Newman and Ron Westfall examine Marvell Technologies financial results for the first quarter of fiscal year 2023 and why they validate Marvell as a major player across the semiconductor space who exercises considerable ecosystem influence and is exceptionally adept at capitalizing on secular growth drivers across the data infrastructure, cloud, 5G, and auto market segments which help power the company’s long-term growth prospects.
Micron Investor Day 2022: A Promising Look into the Growth of Memory and Storage
Futurum principal analyst Daniel Newman shares his thoughts on Micron’s Investor Day 2022 with insights on what is to come for the memory and storage market.