Insight examines inference economics, AI factory architecture, and the dawn of agentic computing carry implications and what they mean for OEMs, Tier 1 suppliers, and automotive semiconductor vendors.

Weekly, monthly, quarterly, and yearly views and analysis to help manage the supply chain.

Connected TV shipments top 106.7M in Q4, with console sales rebounding on Switch 2, while streamers fall and China drags smart TV growth.

Samsung ends the Galaxy Z TriFold months after launch, as high cost and complexity outweigh interest, shifting focus back to practical foldables.

Insights on Jensen Huang's NVIDIA GTC 2026 keynote raised discussion on positioning of OpenClaw and NemoClaw and NVIDIA's introduction of a data center CPU using LPDDR5.

The Persian Gulf crisis and closure of the Strait of Hormuz threaten semiconductor supply chains and could reshape downstream demand.

Backside power delivery is reshaping chipmaking, while discussion on manufacturing emissions are moving towards electricity mix feeding the fab.

Qualcomm Snapdragon boosts wearables capabilities with AI-driven features, richer sensors, multiple connectivity options and faster charging times.

Microprocessor Report February 2026 features Intel’s Panther Lake, Rebellions’ REBEL‑Quad, Snapdragon 8 Gen5 Elite and 8Gen5, and a 2025 retrospective on major developments.

Weekly semiconductor sales stay flat but rise YoY, with NAND’s 13‑week average improving as the platform tracks trends across key semiconductor segments.

Q1 2026 NAND report tracks a dramatic pricing inflection, as AI datacenter demand and tight wafer supply reshape revenues, margins, and demand mix.

This recorded presentation walks through NAND market data, highlighting supply trends, demand shifts, pricing moves, and technology advances.