Narrative: China Smartphone Vendor and OS Marketshare: Q2 2025
Get insights on China’s smartphone market dip in Q2 2025. Trade tensions and subsidy shifts impacted growth, with Huawei leading a tightly contested vendor landscape.
Narrative: India Smartphone Vendor and OS Market Share: Q2 2025
Explore India’s smartphone market rebound in Q2 2025 with 5% YoY growth, Vivo leading, and 5G devices making up over 90% of shipments. Vendors ramp up ahead of the festive season.
Global Smartphone Market Grew 4% YoY by Shipments and Wholesale Revenue in Q2 2025
Smartphone shipments hit 300M units in Q2 2025, up 4% YoY. Revenue rose to $92.6B as ASP grew slightly. Samsung led the market, followed by Apple and Xiaomi.
Insight: US Datacenter Investments Get a Big Beautiful Boost, Drawing Near the $1 Trillion Datacenter Capex
US datacenter and AI investments soar under new legislation, with tax incentives and AI Action Plan pushing capex past $1T by 2028. Google ups plans by $10B.
Company Earnings: Q2 2025 KLA (FY Q4 2025)
These reports provide key takeaways about KLA's demand and supply from their quarterly earnings call.
Memory Pricing Report July 2025
This monthly report analyzes DRAM and NAND price trends across server, mobile, SSDs, and flash types—offering 3-month reviews and 1-year forecasts.
McClean Report July 2025: Semiconductor End-Market Trends and Forecast
The July McClean Report update introduces TechInsights' end-market dashboard with 5-year forecasts for key semiconductor applications by region and sector.
Semiconductor Analytics – July 30, 2025
Semiconductor sales held steady week-over-week but rose YoY for the week ending July 25, 2025. DRAM ICs led gains in TechInsights' weekly market data
Narrative: Semiconductor and Sensor Consumption Demand Forecast 2025 Q3
Explore how US tariffs impact the latest TechInsights Automotive Semiconductor Demand Forecast and what’s driving chip growth across key vehicle domains.
MI350 Series Marks AMD’s Push for a Larger Slice of AI
AMD datacenter GPU accelerator MI350 series delivers 4× AI compute and 35× inferencing gains, with CDNA 4 architecture and TSMC 3nm process.