Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor)

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Jim McGregor, Founder & Principal Analyst at Tirias Research joins Leonard Lee of neXt Curve on the October 2024 edition of Silicon Futures to talk about the hot topics in the semiconductor industry and technology.
It's busy season for analysts who are bouncing around the world attending the deluge of industry and company events. That means double, triple booking each week if not more. Then there are all those virtual session.
October brought us Qualcomm's Snapdragon Summit, AMD's AI event, and a constant stream of headlines streaming of the industry including at Lenovo Tech World, the Westeros of the semiconductor industry where so many chip industry dramas are playing out at the moment.
Leonard and Jim parse through the key announcements and semiconductor headlines that mattered in the month of October of 2024:

• The crazy season for industry analysts (1:06)
• Is IBM a phantom chip play with Sypre and Telum? (3:04)
• The chip industry is increasingly a systems game (7:09)
• AMD AI headlines with AI 300 Pro, MI 325 and more (7:47)
• Network and interconnect bound (10:01)
• GenAI scaling law bingo (12:57)
• Jim's next major architectural proposal and white paper (13:50)
• Hell freezes over with Intel and AMD - x86 advisory group (15:17)
• Is NVIDIA going open source with Blackwell? (19:56)
• Snapdragon Summit 2024 - Autos and Oryon 2 (21:12)
• Another Arm vs. Qualcomm flare up (22:03)

Connect with Jim and Tirias Research at www.triasresearch.com. Hit both Jim and Leonard on LinkedIn and take part in our industry and tech insights.

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פרקים

1. Silicon Headlines for October 2024 - IBM, Snapdragon Summit, Arm vs. Qualcomm and more (with Jim McGregor) (00:00:00)

2. The crazy season for industry analysts (00:01:06)

3. Is IBM a phantom chip play with Sypre and Telum? (00:03:04)

4. The chip industry is increasingly a systems game (00:07:09)

5. AMD AI headlines with AI 300 Pro, MI 325 and more (00:07:47)

6. Network and interconnect bound (00:10:01)

7. GenAI scaling law bingo (00:12:57)

8. Jim's next major architectural proposal and white paper (00:13:50)

9. Hell freezes over with Intel and AMD - x86 advisory group (00:15:17)

10. Is NVIDIA going open source with Blackwell? (00:19:56)

11. Snapdragon Summit 2024 - Autos and Oryon 2 (00:21:12)

12. Another Arm vs. Qualcomm flare up (00:22:03)