E88: Let Me Repeat: Chips Are Strategic

Aug 6, 2021

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:

 

Google Using Own Tensor Chips in Pixel 6

• https://twitter.com/PatrickMoorhead/status/1422244984401563654?s=20 
• https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771 

 

Marvell Buys Innovium

• https://twitter.com/PatrickMoorhead/status/1422527636832624643?s=20 
• https://youtu.be/2pqEeLTdPdc 

 

NVIDIA Base Command Goes GA

• https://nvidianews.nvidia.com/news/nvidia-advances-instant-ai-with-north-american-availability-of-base-command-platform 

 

Plus Demonstrates L4 Truck on a Highway $HCIC

• https://www.businesswire.com/news/home/20210805005392/en/ 
• https://www.youtube.com/watch?app=desktop&v=puisSy5sSzI&feature=youtu.be&ab_channel=Plus 

 

Qualcomm Makes Bid for Veoneer ADAS Company

• https://twitter.com/PatrickMoorhead/status/1423373799861493768?s=20 
• https://futurumresearch.com/research-notes/qualcomms-veoneer-takeover-move-shows-big-automotive-ambition/ 

 

Intel IDM 2.0 Update

• https://www.forbes.com/sites/patrickmoorhead/2021/07/26/intel-updates-idm-20-strategy-with-new-node-naming-and-technologies/ 
• https://futurumresearch.com/research-notes/intel-provides-its-multi-year-roadmap-beyond-3nm-to-20a/

 

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.