Futurum analysts Daniel Newman and Todd R. Weiss dive into Marvell Technology’s Q4 and FY2022 earnings, which saw impressive 68 percent and 50 percent revenue gains respectively as the company continues the growth of its data infrastructure business strategy.
Intel Takes Bold Step with $5.4B Acquisition of Tower Semiconductor
Futurum analyst Todd R. Weiss dives into Intel Corp.’s $5.4 billion acquisition of Israeli chip fab Tower Semiconductor and explains how this deal perfectly suits CEO Pat Gelsinger’s vision of the new Intel.
NVIDIA and Arm Acquisition Deal Called Off
Futurum’s principal analyst Daniel Newman breaks down the collapse of the NVIDIA Arm acquisition. He shares insight on how this will impact each company, investors, and the marketplace as a whole.
House Passes The America Competes Act Aimed at Boosting U.S. Semiconductor Competition with China
Futurum’s principal analyst Shelly Kramer explores the America Competes Act, a new bill passed by the House aimed at boosting U.S. competition with China, focusing heavily on the semiconductor industry and technology innovation.
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.
IAA Mobility 2021: Luminar and Intel Mobileye Partner on Robotaxi Service
This week at the IAA Munich event, Pat Gelsinger announced from the stage of his keynote a new partnership with Luminar on a Robotaxi Service
AMD Q2 2021 Earnings: The 99% Solution?
AMD has released its Q2 2021 financial results, solidly beating consensus estimates with revenue of $3.85 billion (versus $3.62 billion expected) and earnings of $0.63 (versus $0.54 expected). This is the fourth consecutive quarter of record revenues including a 99 percent Y/Y increase from Q2 2020.
This Selloff in Tech is Irrational — Even More so than Last Year’s Climb
With growth for semiconductors, PCs, Cloud, AI, 5G, and electric vehicles all robust, it’s hard to suggest investors are being forward-looking.
NVIDIA’s Future is Bright as its Many Bets are Paying off
NVIDIA’s fourth-quarter revenue topped $5 billion for the first time, capping a stellar year for the chipmaker despite the global pandemic and supply-chain constraints.
DoD Partners with GLOBALFOUNDRIES to Manufacture Secure Chips
In a recently announced strategic partnership, the U.S Department of Defense (DoD) will partner with GLOBALFOUNDRIES, one of the world’s leading specialty foundries, to provide a secure and reliable supply of semiconductor solutions that will be manufactured at Fab 8 in Malta, New York., the company’s most advanced manufacturing facility. The DoD’s partnership with GLOBALFOUNDRIES is both about reliability and security and occurring at a time when there is a global semiconductor shortage and whole industries are feeling the pressure. This move to provide the security needed by the Pentagon for its sensitive military and aerospace needs is part of a concerted effort to on-shore U.S. microelectronics capabilities.