Talking Apple, AMD, Samsung & Micron, Adobe, Samsung & Apple ...
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news stories making headlines this week.
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Disclaimer: The Six Five Webcast is for information and entertainment purposes only. The hosts may discuss publicly traded companies but do not provide investment advice.
Apple Vision Pro Developer Decline
There has been a noticeable decline in Apple Vision Pro developers, as reported by AppFigures. The initial excitement around the product seems to have waned, raising questions about its future success.
Patrick Moorhead points out that while Apple Vision Pro offers impressive features, the demand may not justify the investment required from developers. The challenge lies in creating unique experiences for AVP users, which demands significant effort and resources.
Despite some exciting use cases, it seems that the broader market remains unconvinced of its value, especially considering the high price point.
Daniel Newman adds that the initial buzz around AVP quickly faded, indicating a lack of widespread adoption.
CHIPS Act Awards and Memory Technology
Continuing the discussion, the hosts delve into the recent CHIPS Act Awards and the importance of memory technology in AI chips. With companies like TSM and Intel receiving significant funding, the focus on memory advancements is crucial for the future of AI silicon.
Patrick and Daniel emphasize the correlation between memory capabilities and AI chip performance, particularly highlighting the role of HBM technology in enabling AI applications to achieve their full potential.
Stay tuned for more tech insights and discussions on The Six Five Webcast!
