Ep200: We are Live! Talking Davos 2024, Samsung Unpacked, TSMC, IBM, Synopsys, Intel & DigitalBridge

Jan 23, 2024

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:

 

Davos 2024

• https://twitter.com/danielnewmanUV/status/1748131753854681331
• https://twitter.com/danielnewmanUV/status/1747952299144630424
• https://twitter.com/danielnewmanUV/status/1747662461811962247
• https://twitter.com/danielnewmanUV/status/1747160570640453835
• https://twitter.com/danielnewmanUV/status/1747581284992356632
• https://twitter.com/danielnewmanUV/status/1747276931295281629
• https://twitter.com/danielnewmanUV/status/1747210093291028602
• https://twitter.com/danielnewmanUV/status/1747163567814479975
• https://twitter.com/danielnewmanUV/status/1746937393993924707
• https://twitter.com/danielnewmanUV/status/1746898704336883725
• https://twitter.com/danielnewmanUV/status/1746866466803048475

 

Samsung Unpacked

• https://twitter.com/PatrickMoorhead/status/1747699010134302786
• https://twitter.com/PatrickMoorhead/status/1747699622435516624
• https://twitter.com/PatrickMoorhead/status/1747728653218447641
• https://twitter.com/anshelsag/status/1747691376651956721
• https://twitter.com/anshelsag/status/1747690418337440206
• https://twitter.com/PatrickMoorhead/status/1747692598901481495
• https://twitter.com/PatrickMoorhead/status/1747689421166830037
• https://twitter.com/PatrickMoorhead/status/1747686235613913163
• https://twitter.com/PatrickMoorhead/status/1747685325781233852
• https://twitter.com/PatrickMoorhead/status/1747684010254561611
• https://twitter.com/PatrickMoorhead/status/1747682309606957177

 

TSMC Earnings

• https://twitter.com/asiasquawkbox/status/1748177560427725123
• https://www.cnbc.com/2024/01/18/tsmc-q4-2023-earnings-report.html
• https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-01/02375f1560d204c5a5752bd98a6ecaff002dc98e/FS.pdf

 

IBM Acquires Advanced’s Application Modernization Assets

• https://www.streetinsider.com/Corporate+News/IBM+%28IBM%29+to+acquire+application+modernization+capabilities+from+Advanced/22644449.html

 

Synopsys Acquisition of ANSYS

• https://twitter.com/PatrickMoorhead/status/1747386136694014401
• https://twitter.com/PatrickMoorhead/status/1747286313638797433
• https://twitter.com/danielnewmanUV/status/1747262044276175004

 

Intel and DigitalBridge

• https://futurumgroup.com/insights/intel-and-digitalbridge-group-announce-the-formation-of-articul8/
• https://www.intel.com/content/www/us/en/newsroom/news/generative-ai-news-2024.html
• https://twitter.com/DBRG_Group/status/1742910877991399690

 

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.