Tune in for a replay of The Six Five Summit’s #semiconductor Spotlight Keynote with Rene Haas, CEO, Arm. There has never been a better time to be in the semiconductor industry – the need for billions of high-performance, energy-efficient chips that are unlocking new opportunities across Automotive, Infrastructure, IoT, Mobile, and the Metaverse. In this session, Patrick Moorhead is live with Rene, highlighting how leaders in the semiconductor industry are working with Arm and defining the future of computing. #ARM

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

Tune in for a replay of The Six Five Summit’s SaaS enterprise software Spotlight Keynote with Vijay Sundaram, Chief Strategy Officer, Zoho. In this session, Daniel Newman is live with Vijay, discussing Zoho's "unconventional" privacy philosophy that puts their customers and their privacy first. Vijay and Daniel will also explore the current data privacy landscape addressing new laws and regulations companies face and why adopting the unconventional approach might be the right path forward.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #connected #intelligent #edge Spotlight Keynote with Sheila Jordan, Chief Digital Technology Officer, Honeywell. In this session, Daniel Newman is live with Sheila, discussing the aggressive transformation happening right now in the enterprise. She takes a deep dive into the technology trends that we are experiencing as a result of the explosion of data and offers insight into how this will impact the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #metaverse Spotlight Keynote with Mathew Sweezey, Director of Market Strategy & Co-Founder of Salesforce Web3 Studio, Salesforce. In this session, Daniel Newman is live with Mathew, discussing what is a metaverse, why should brands care, and what the future holds for this medium.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

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.

Tune in for a replay of The Six Five Summit’s #Automation #AI #ML #Data #Analytics Keynote with Spiros Xanthos, Splunk SVP & GM of Observability. Spiros joins Daniel Newman to discuss why everything has moved online and how to continue to operate in such a world (You’ll need observability to do so). From culture shifts to customers, the duo will deep dive into tackling unprecedented data volumes, using data insights to improve end-user outcomes, and finding the right people to help analyze these higher data volumes.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Cloud #Infrastructure Keynote with Vittorio Viarengo, Vice President, Cross-Cloud Services, VMware. In this session, Patrick Moorhead is live with Vittorio, discussing the evolution of IT and the cloud as applications have become the key driver of the business. Tune in to learn how enterprise companies are developing their multi-cloud strategies and what VMware's vision is for the future.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

Tune in for a replay of The Six Five Summit’s #Edge #Devices Keynote with Alex Cho, President, Personal Systems, HP Inc. In this session, Patrick Moorhead is live with Alex, discussing the hybrid experience and how this new reality will forever reshape our definition of work as we know it.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/

On this episode of The Six Five – On The Road hosts Daniel Newman and Patrick Moorhead are joined by Dr. Mukesh Khare, Vice President of Hybrid Cloud at IBM Research to discuss the CHIPS Act and how it could impact the semiconductor space.

Their conversation covered:

• The importance of the semiconductor and chip business
• A little overview of IBM's role with the CHIPS Act
• A dive into the American Semiconductor Innovation Coalition

To learn more about the IBM Research, check out their website.

Tune in for a replay of The Six Five Summit’s #ESG Track Opening Keynote with Fran Katsoudas, Cisco, EVP & Chief People, Policy, and Purpose Officer. In this session, Patrick Moorhead is live with Fran, discussing the evolving role of purpose in business strategy and its implications for the role of the private sector in these dynamic and challenging times. From closing the digital divide to addressing the climate crisis to standing up for social justice, Fran explores the way Cisco is leveraging its technology, people, and ecosystems to Power an Inclusive Future for All, and offers insights to those beginning their ESG and Purpose journeys.

The Six Five Summit is a 100% virtual, on-demand event designed to help you stay on top of the latest developments and trends in digital transformation brought to you by Futurum Research and Moor Insights & Strategy. With 12 tracks and over 70 pre-recorded video sessions, The Six Five Summit showcases an exciting lineup of leading technology experts whose insights will help prepare you for what’s now and what’s next in digital transformation as you continue to scale and pivot for the future. You will hear cutting-edge insights on business agility, technology-powered transformation, thoughts on strategies to ensure business continuity and resilience, along with what’s ahead for the future of the workplace.

More about The Six Five Summit: https://thesixfivesummit.com/