Latest Blogs and Commentary
Automotive Semiconductor Shifts & AI Workloads | TechInsights AWS Seminar
Join TechInsights on April 23 for an exclusive AWS automotive seminar exploring compute architecture shifts, semiconductor demand, and implications for AI workloads and cloud strategy.
Global AI Compute Power: Capability Meets Policy
Explore how global AI compute power is shaped by semiconductor capability, foundry capacity, and export controls in this TechInsights webinar.
The Chip Insider®– 4 Chips Acts = 2 Successes + 2 Failures with lessons to learn.
G. Dan Hutcheson dives into China, US, EU, and Japan's responses to the global world chip order in the recent The Chip Insider®.
Analysis: Server Architecture Trends – Inside Meta's Bold MTIA Play
Analysis examines Meta’s MTIA roadmap, detailing its inference‑first accelerator strategy, chiplet modularity, and push for lower‑cost AI infrastructure.
The Maine Event: America's First Statewide Datacenter Moratorium
Maine approved a statewide moratorium on datacenters ≥20 MW until 2027, creating a council to assess impacts and set future policy guidance.
The Software-Defined Vehicle Has an AI Opportunity—and a Value Gap to Close
New TechInsights research shows AI subscription uptake in software‑defined vehicles is limited less by price than by consumers’ perceived value gap.
Analysis: Automotive Augmented Reality Head-Up Displays Still Face Challenges
Automotive HUD adoption is advancing steadily, but broader AR‑HUD scale is limited by cost, optics, and supply‑chain constraints despite growing semiconductor demand.
Samsung S2MIW06 Wireless Charging PMIC (Galaxy S26+) Die Exploratory Report
Samsung S2MIW06 wireless charging PMIC supports all Qi profiles, delivers up to 50 W, and targets near wired‑charging efficiency.
STM STL059N4S8AG 40 V Smart STripFET F8 MOSFET Die Exploratory Analysis
STMicroelectronics STL059N4S8AG is a 40 V automotive‑grade N‑channel MOSFET with very low RDS(on), high current support, and AEC‑Q101 qualification.
Semiconductor Analytics – April 15, 2026
Weekly semiconductor sales dipped WoW but rose YoY by April 10, 2026, with NAND ICs posting a YoY gain in the 13‑week moving average.
Analysis: 2025 Automotive Optoelectronics Vendor Share
2025 automotive optoelectronics revenues reached about $5.0B, led by ams OSRAM, as supplier growth outpaced a relatively flat LED subtype trend.
Analysis: 2025 Automotive Power Semiconductor Vendor Share
2025 automotive power semiconductor revenues fell to around $13.2B, led by Infineon, as IGBT and MOSFET weakened while SiC stayed resilient and GaN emerged.
Analysis: 2025 Automotive Memory Vendor Share
2025 automotive memory revenues reached about $8.1B, led by Micron, as DRAM and NAND dominate demand from ADAS, cockpit, connectivity, and software‑defined vehicles.
Analysis: Paying for the Software-Defined Vehicle—Consumer Willingness to Pay for Automotive Software and Subscriptions
Report assesses subscription revenue in software‑defined vehicles, analyzing consumer willingness to pay by age, region, attitudes, and features.
Narrative: Global Handset, Smartphone and Feature Phone Sales Forecast for 88 Countries: April 2026
TechInsights cuts its 2026–31 smartphone forecast as memory shortages lift costs, with sales down 6% in 2026 before a modest recovery.
Compliance Monitor Commentary - March 2026
March 2026 Compliance Monitor reviews shifts in AI chip export controls, Nvidia‑China licensing, BIS enforcement, and key regulatory deadlines.
The fractured geography of automotive battery cell production
China held 80% of battery cell production in 2024 as Europe and North America falter, forcing OEMs to rethink sourcing terms.
Insight: Bosch and Qualcomm Expand Automotive Collaboration to Include ADAS Solutions
Bosch and Qualcomm expand their partnership to include ADAS, delivering combined cockpit and ADAS platforms on Snapdragon Ride Flex SoCs by 2028.