Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

GlobalFoundries Earnings, Qualcomm Collab

• https://twitter.com/PatrickMoorhead/status/1557848929189990400?s=20&t=dv67q_87cba65ehDfVuRLw
• https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2022-financial-results
• https://investors.gf.com/static-files/ff897baf-b0e7-4f6e-a055-7749dda70082
• https://investors.gf.com/static-files/9b353422-83a3-4732-9a43-8db7c121463f
• https://www.reuters.com/technology/qualcomm-globalfoundries-sign-pact-double-chip-manufacturing-2022-08-08/

 

Luminar Earnings, Chips Act

• Luminar Technologies Q2 2022 Revenue Rises 57% to $9.9M YoY (futurumresearch.com)

 

Lenovo Earnings

• https://twitter.com/PatrickMoorhead/status/1557765298249400323?s=20&t=OSj9zpmV8yeViNelMP-Yzw
• https://www.linkedin.com/posts/patmoorhead_services-datacenter-edge-activity-6963541983755653120-Ifvq?utm_source=linkedin_share&utm_medium=member_desktop_web
• https://investor.lenovo.com/en/financial/results/presentation_2223_q1.pdf

 

Micron $40 Billion Memory Fab

• https://www.cnbc.com/2022/08/09/micron-to-invest-40-billion-in-us-chip-manufacturing.html
• Micron to Invest $40 Billion in U.S. Chip Manufacturing (futurumresearch.com)
• Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

 

NVIDIA, Micron Warnings

• https://nvidianews.nvidia.com/news/nvidia-announces-preliminary-financial-resultsfor-second-quarter-fiscal-2023 
• Nvidia stock drops on preliminary earnings warning (yahoo.com)
• Opinion: Semiconductor companies have split into two groups — the resilient and the risky - MarketWatch

 

Apple’s Colossal Taiwan and China Supply Chain Risk 

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.