On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent antitrust rulings affecting Google, the availability of Nvidia's H100 and H200 GPUs, and the impact of AI on job markets. The hosts analyze earnings reports from Salesforce, HPE, and Broadcom, offering insights into their AI strategies and market positions. They debate the concentration risk for Nvidia with its top customers and explore the economic implications of recent unemployment data. Throughout...| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the recent Federal Reserve comments, Nvidia's impressive Q2 earnings, and Dell's strong AI server performance. The hosts debate whether enterprise AI is a bubble or the start of something big, offering insights on market valuations and growth projections. They also analyze earnings from Pure Storage, Marvell, and HP, highlighting the impact of AI on various tech sectors. Throughout the episode, Patrick and D...| Moor Insights & Strategy
Yesterday I appeared on Yahoo Finance to discuss NVIDIA’s growth prospects in light of the company’s new earnings report, as well as the current state of U.S. semiconductor policy and where the industry might be headed over the next couple of years. Watch the edited clip via the link below, or read on for an AI-generated, […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA Earnings on Yahoo Finance, August 28, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Yesterday on CNBC’s Closing Bell Overtime, anchor Jon Fortt moderated a panel discussion where I appeared alongside financial analyst Gil Luria and investment executive Brenda Vingiello. We were all there to talk about NVIDIA’s new earnings report and the challenges the company is facing in the context of divided opinions within the U.S. government about the […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA on CNBC Closing Bell Overtime, August 27, 2025 appeared first ...| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate decisions on the economy. The hosts debate the future of SaaS companies like Workday and Zoom, while also touching on cybersecurity firm Palo Alto Networks' performance. The conversation wraps up with anticipation for Nvidia's upcoming earnings report and its market dominance in AI chips. Throughout, the hosts...| Moor Insights & Strategy
I wasn’t going to go anywhere near this because it is too close to actual politics for my taste, but Ben Thompson’s take on the U.S. government’s 10% stake in Intel is a great read.| Tao of Mac
Our Global Cities Index shows that whilst Southern Asian cities do not top the overall rankings, they are important global players, with particularly strong economic performance.| Oxford Economics
China's semiconductor industry is speeding up efforts to innovate and be self-reliant in semiconductors, aiming to boost its chip industry.| Daxue Consulting - Market Research and Consulting China
SK Hynix Inc. turned a profit in the last quarter of 2023, reversing losses over the past four quarters as high-performance chips such as double data rate| KED Global
Earlier this week I had a chance to talk with Yahoo Finance executive editor Brian Sozzi and other panelists about current developments with Intel, including the possibility that the U.S. government — or a collection of Intel customers — might invest directly in the company. Financial analyst Peter Berezin also fielded a question about the […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Intel on Yahoo Finance, August 19, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Last Friday I had a chance to talk with anchor Brian Sullivan on CNBC’s Power Lunch show about the possibilities of the U.S. government making a strategic investment in Intel’s foundry business — something that I think would make sense from a national-security perspective. Watch the edited clip via the link below, or read on […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Intel on CNBC Power Lunch, August 15, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss NVIDIA's dominance in AI, Intel's potential government investment, and Apple's foray into robotics. The hosts analyze earnings from companies like Cisco, Lenovo, and Applied Materials, offering insights on market trends and industry shifts. Throughout the episode, they blend technical analysis with personal anecdotes, creating a dynamic and engaging discussion. The post The Six Five Pod | EP 272: The Great T...| Moor Insights & Strategy
Last week I was invited to talk on the Prof G Pod about AMD’s recent earnings report and what that tells us about AMD’s performance, its future growth, and the leadership of CEO Lisa Su. Click the link below to see the YouTube video, or read on for an AI-assisted, human-curated overview and outline of […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses AMD Q2 Earnings on the Prof G Pod, August 6, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze AMD's earnings, Palantir's soaring valuation, and Lattice Semiconductor's market position. They also touch on quantum computing developments and AI server market dynamics. Throughout the episode, Newman and Moorhead engage in friendly banter, share personal anecdotes, and offer candi...| Moor Insights & Strategy
Yesterday I appeared on CNBC alongside Citi semiconductor analyst Chris Danely to discuss President Trump’s intention to place 100% tariffs on semiconductor chips — and his demand that Intel CEO Lip-Bu Tan resign. Watch the edited clip via the link below, or read on for an AI-generated, human-curated overview and summary of the discussion. Link […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Intel on CNBC Money Movers, August 7, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
The global automotive market, especially for electric vehicles, is experiencing a sort of renaissance accelerated by the maturity of the Chinese EV market. Specifically, EV manufacturers in China are sustaining a rapid pace of innovation and quickly bringing new cars to market — at competitive prices. This rapid innovation is pushing the legacy automakers to […] The post RESEARCH NOTE: Arm Zena CSS Enables Accelerated Automotive Development appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
In the year 1821, German Physicist namely ‘Thomas Seebeck noticed various thermoelectric effect properties. He noticed that an electrical circuit with two dissimilar metals with different temperatures created an EMF at their junctions. Thomas Seebeck observed that the compass needle deflected when he created a closed loop between two different metals, forming a thermocouple. The […] The post Seebeck Effect : Formula, Differences, Coefficients, Example, Advantages & Its Applications appear...| WatElectrical.com
In this episode of The Six Five Podcast, hosts Patrick Moorhead and Daniel Newman break down the latest tech earnings and market trends, with expert insights on Intel's foundry strategy, NVIDIA's chip sales to China, and quarterly earnings results from Amazon, Microsoft, Meta, Apple, and more. Tune in for deep dives into the EU's €40B AI chip deal with the U.S., Palo Alto Networks’ potential $25B acquisition of CyberArk, and ongoing tensions between Microsoft and OpenAI. Get timely analys...| Moor Insights & Strategy
Nvidia should be able to ship lower-powered AI chips directly to China and use its more powerful chips to serve Chinese companies under strict know-your-customer rules| Moor Insights & Strategy
Last week I was invited to talk with Josh Lipton on Yahoo Finance about the White House’s new AI action plan and the state of AI competition between the U.S. and China, including where the U.S. is leading or lagging. Click the link below to see the edited video, or read on for an AI-assisted/human-curated […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses White House’s AI Action Plan on Yahoo Finance, July 24, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Asian countries dominate semiconductor (integrated circuit) manufacturing. What are the world’s top semiconductor producers?| ShipHub
Dive into the innovative world of Hybrid AI with insights from Lenovo and NVIDIA's collaboration on Six Five Media.| Moor Insights & Strategy
Networking plays a critical role in unlocking the power of modern AI. It manages the transmission of data at rest and in motion for the training of large and small language models, and for inferencing that drives predictable and accurate insights — leading to optimized business outcomes. Often, however, network interconnects are overlooked in this […] The post ANALYST INSIGHT: Marvell’s Scale-Up And Scale-Out Capabilities In The Modern AI Era appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in AI chip exports to China, the Synopsys-Ansys deal, and TSMC's earnings. The hosts debate the merits of GPU export restrictions and analyze the impact of tariffs on inflation. They also explore the potential firing of Fed Chair Jerome Powell and its implications for the economy. Throughout the episode, Patrick and Daniel offer insightful commentary on the intersection of technology, pol...| Moor Insights & Strategy
This week I got to join Julie Hyman on Yahoo Finance’s Market Catalysts show to discuss more of the impacts of U.S. trade policy on not only chipmakers — especially NVIDIA — but also chip equipment manufacturers such as ASML. Click the link below to see the edited video on the Yahoo Finance site, or […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses U.S. Trade Rules’ Impact on Chip Industry on Yahoo Finance, July 16, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
This week I was invited onto CNBC’s Squawk Box Asia to discuss the latest developments around the lifting of export restrictions on NVIDIA’s lower-performance H20 GPUs, which are specifically designed to meet U.S. export standards for the China market. I especially enjoyed it because the anchors and I had the luxury to discuss this topic […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses NVIDIA in China on CNBC Squawk Box Asia, July 15, 2025 appeared first on Moor Insights & St...| Moor Insights & Strategy
TSMC may expand 2-nanometer wafer production to 200,000 per month by 2027 due to strong demand from Apple, NVIDIA, and Intel.| Wccftech
Europe’s push for tech independence just got a serious boost. SiPearl, a French startup building high-performance chips for supercomputing and AI, has raised €130 million ($152 million) from a group of investors including Taiwan’s Cathay Venture, according to a report from Bloomberg. The funding will help the company scale up the development of its flagship| Tech Startups - Startups and Technology news
John Akkara is the Founder and CEO of Uptime Crew, where he channels his entrepreneurial spirit to create impactful opportunities in the IT industry. An immigrant from India, John’s journey began with a full-ride tennis scholarship to a Division I university, where he studied finance. Today, as the leader of Uptime Crew, John is dedicated…| Semiwiki
Intel wins Defense Department contract for cutting-edge chip foundry services - SiliconANGLE| SiliconANGLE
Today’s post is a translation and transcreation of an article published by Jiemian News, a Chinese language tech outlet, that profiled Xiaomi’s homegrown chip-making backstory. While I rarely do translations, this article was sufficiently interesting and included some fascinating insights and anecdotes behind the overnight success| Interconnected
The dictionary definition of the word “grift” is as follows: “to acquire money or property illicitly [https://www.merriam-webster.com/dictionary/grift]”. It may be a strong word, but also more or less encapsulates the regulatory ethos that’s governing cross-border technology businesses these days. The TikTok-Oracle deal flaunts this| Interconnected
Explore Japan's multi-faceted approach to re-establishing their leadership in the global chip market through a revitalized semiconductor industry.| IDC Blog
Today’s post is the translation of a speech Morris Chang delivered on the history and future of TSMC and the semiconductor industry at large in April. Chang is the founder and two-time CEO of TSMC, now 90-years-old and retired. The audience of the speech was Taiwanese government officials and| Interconnected
Hi all, I’m switching things up a bit to share a couple of recent contributions I did for the Asia Society, spanning from the latest development in the TikTok legal saga to semiconductors and GPU smuggling in China. (I’ll be back in a few days with a fresh| Interconnected
Tech Wire Asia is an independent tech news website that covers enterprise and technology in Asia| Tech Wire Asia
The Six Five team discusses NVIDIA Q2FY25 Earnings with Special Guest Dan Ives in this highlight from episode 230 of The Six Five Webcast.| Moor Insights & Strategy
The Six Five team discusses VMware Explore 2024 in this highlight from episode 230 of The Six Five Webcast.| Moor Insights & Strategy
Qualcomm’s multifaceted partnership with Manchester United aims to transcend the traditional boundaries of sports sponsorships. Far beyond simply slapping Qualcomm’s Snapdragon logo on the front of Man United player jerseys, the chipmaker and the iconic football club are following a calculated joint strategy aimed at amplifying brand value for both organizations and driving business growth […]| Moor Insights & Strategy
The Datacenter team talks Cisco, IBM, Dell & Nutanix, Black Hat USA 2024, AI and HPE in episode 28 of the Datacenter podcast.| Moor Insights & Strategy
The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities in this highlight on this episode of The Six Five Webcast| Moor Insights & Strategy
The Six Five covers AMD’s acquisition of ZT Systems, Google and the DOJ, the latest earnings from Cisco, Lenovo, and Coherent and more.| Moor Insights & Strategy
Thanks to our industry’s venerable leaker Ming-Chi Kuo, the debate has once again heated up on Apple’s transition to using Apple Silicon on the modem. Apple has tried and failed numerous times to do this, a topic that Moor Insights & Strategy chief analyst Patrick Moorhead and I have discussed repeatedly over the years. […]| Moor Insights & Strategy
The Six Five team discusses GlobalFoundries Q2FY24 Earnings in this highlight from episode 227 of The Six Five Webcast.| Moor Insights & Strategy
Written by Gunter Schubert. Taiwan’s security is largely determined by the government’s ability to promote the resilience of Taiwan’s high-tech industries, especially semiconductors, to ensur…| Taiwan Insight
Latest Compound Semiconductor NewsAs we advance further into 2024, the field of compound semiconductors continues to be at the forefront of technological innovation. These materials, which include combinations of elements such as gallium, arsenic, in| Compound Semiconductor News
In today’s interconnected world, the magic often happens at the intersection of industries, disciplines, and cultures. Cross-sector collaboration, a strategy that might once have seemed like a buzzword, is now a crucial driver of innovation, sustaina| Compound Semiconductor News
In the ever-evolving world of technology, staying abreast of the latest news, especially in the realm of compound semiconductors, is crucial for enthusiasts and professionals alike. These semiconductors, which are made from two or more elements, are| Compound Semiconductor News
Over the weekend, while I was recovering from jetlag after attending a wonderful three-day, closed-door conference on China hosted by the Salzburg Global Seminar, TSMC quietly opened its first chip fab in Japan. I only say quietly because very few mainstream English media outlets bothered sending a team, or even| Interconnected
August 12, 2022, Mesa, Arizona.| wdc65xx.com
The much-lauded CHIPS Act is not going well. And TSMC, which is supposedly to be one of the Act’s biggest beneficiaries, is starting to hedge against a failing industrial program. Since its passage 16 months ago, the Act’s implementation led by the Commerce Department has done very little| Interconnected
Envision a semiconductor, not of the pure element variety like Silicon or Germanium, but one composed from elements spanning more than a single group on the periodic table. This is what we call a compound semiconductor — an entity of compelling intri| Compound Semiconductor News
Consolidation in the semiconductor industry continues. The latest event is MIPS Technologies embracing the open source instruction-set architecture (ISA), RISC-V, and no longer designing for the MIPS architecture that gave birth to the company more than three decades ago. While this news, reported in the trade publication EE Journal [https:| Interconnected
Three months after Softbank announced its acquisition of Arm in 2016, Masa Son (founder and CEO of Softbank) invited Jensen Huang (founder and CEO of Nvidia) for dinner at his California mansion. Just the two of them. Among the many things they talked about at this “dinner date”, chronicled in| Interconnected
The “tool-in” ceremony of TSMC’s new fab in Arizona drew a lot of attention last week. CEOs from Apple, Nvidia, and AMD attended and spoke. President Biden, along with a coterie of cabinet officials, congresspeople, and local Arizona politicians, came to rally, celebrate, and claim (as we will see,| Interconnected