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Strategic Cost and Price Model - revision 20251110

The Strategic Cost and Price Model offers in-depth cost analysis for 300mm wafer fabs, focusing on Samsung 3DNAND and future technologies through 2030.
Read More
21Nov

Company Earnings: Q3 2025 ASE Technology Holding

ASE Technology reports 3Q25 revenue growth driven by advanced packaging, with ATM revenues increasing QoQ while EMS faces a slight decline in 4Q25.
Read More
21Nov

Datacenter AI Accelerators Q2 2025 – booming AI usage drives demand

The AI-CPU and Accelerator market reached $48B in Q2 2025, growing to over $500B by 2029, driven by accelerators and strong annual growth rates.
Read More
21Nov

Can Renesas Enable High-Performance Computing with Embedded MRAM for Automotive HMI?

Renesas' RA8 Series microcontrollers enhance performance to 1 GHz with MRAM and graphics acceleration, impacting the evolving automotive SDV landscape.
Read More
21Nov

Apple iPhone 17 A3520 Deep Dive Teardown

The Apple iPhone 17 A3520 Europe features an Apple A19 chip, analyzed in a detailed Deep Dive report highlighting its construction and cost data.
Read More
21Nov

Executive Insights: TCI Graphics

Q3 showed stable performance in discrete, analog, and power segments, driven by automotive, industrial, and AI applications, amid slowing consumer markets.
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21Nov

OPPO/OnePlus Smartphone Delivers Anemic Results in Q3 2025

OPPO/OnePlus faced a 4% YoY decline in Q3 2025 smartphone shipments, struggling in the Chinese market despite gains in overseas regions. Growth remains uncertain.
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21Nov

Chipmakers Ramp Up High-End Capacity to Meet AI Demand

Q3 showed stable performance in discrete, analog, and power segments, driven by automotive, industrial, and AI applications despite consumer market slowdown.
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21Nov

Company Earnings: MediaTek Q3 2025

MediaTek's Q3 2025 report shows strong growth in mobile and smart edge sectors, with a focus on AI and premium chipsets like the Dimensity 9500 for Q4.
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21Nov

Company Earnings: Qualcomm Q3 2025

Qualcomm's Q3 2025 earnings showcase growth in handset and automotive sectors, highlighting the Snapdragon 8 Elite Gen 5 launch ahead of Singles Day.
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21Nov

Forecast: 2025 Q4 Advanced Driver Assistance Systems 2023-2032

Understand the projected 10.1% CAGR for ADAS through 2029, driven by rising vehicle content and regulations, with detailed forecasts of core functions and sensor demand through 2032.
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21Nov

Forecast: 2025 Q4 ADAS Semiconductor Demand 2023-2032

See how ADAS semiconductor demand is set to grow 14% annually through 2032, supported by rising vehicle content and detailed forecasts across features, device types, and regions.
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21Nov

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