Futurum’s Daniel Newman and Steven Dickens provide their take on the recent announcements from SiFive. As the geopolitical landscape becomes ever more dynamic and supply constraints impact the semiconductor space, SiFive has made strategic moves to position itself as a credible open-source powered alternative to the established incumbents.
Intel Details Massive Investment Plans for R&D in the European Union
Futurum’s Daniel Newman breaks down the first phase of Intel’s plan to invest as much as 80 billion euros in the European Union over the next decade.
Qualcomm Deal to Acquire Veoneer Will Prove Strategic For Its Automotive Ambitions
Qualcomm has partnered with SSW to complete a strategic deal to acquire Arriver from within the Veoneer portfolio while selling other assets.
Intel Provides its Multi-Year Roadmap Beyond 3nm to 20A
Intel CEO Pat Gelsinger has charted a path to expand Intel’s leadership in both semiconductor design and fabrication, including the new RibbonFET transistor architecture, the PowerVia power delivery system, and a revamped node framework that sets the stage for a shift from Nanometer to Angstrom terminology. Our Futurum analysts break it down and explain why this, and the new Intel Foundry Services (IFS), are key to Intel achieving process performance parity by 2024 and leadership by 2025.
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.