Featured Report Analysis
2025-06-12 - Manufacturing Database: Summary
Explore quarterly-updated semiconductor manufacturing data with forecasts, capex, capacity, and sales by node and fab location from 2015 onward.
Analysis: Wafer Fabrication Equipment for Wafer Level Packaging expected to grow 4% in 2025
Quarterly WFE Wafer Level Packaging reports with sales data and 5-year forecasts across lithography, CMP, etch, deposition, clean, and wafer bonders.
UK Handset Vendor Marketshare by Operator: Q1 2025
UK handset shipments fell 2% YoY in Q1 2025, with Apple leading across carriers. iPhone 15/16 drove demand; Samsung, Xiaomi, Oppo trailed.
Insight: Camera Replacing Capacitive Fingerprint Sensors for Vehicle Entry and Engine Start Authentication
Vehicle entry and start systems are shifting to facial and iris recognition, as automakers move away from fingerprint sensors, per TechInsights data.
Semiconductor Analytics – June 10, 2025
Track weekly semiconductor sales trends with segment-level insights on DRAM, NAND, Logic, Analog & Power, and Auto, including YoY growth updates.
Insight: COMPUTEX 2025 NVIDIA, Intel, and Qualcomm Expand the AI Ecosystem
COMPUTEX 2025 highlights key AI announcements, trends, and takeaways from top exhibitors, with insights to navigate the evolving AI landscape.
2025-06-10 - Manufacturing Database (June 2025)
Quarterly data on semiconductor capacity, production, and capex by node and fab location, with forecasts and ongoing company coverage updates.
2025-06-09 - Advanced Packaging - Smartphone Processors
Explore trends in smartphone APU packaging, including PoP, fan-out, and FC-BGA, as device makers balance size, performance, and thermal demands.
High Uncertainty, Low Utilization: Equipment Outlook Softening Amid Mixed Recovery
Explore the latest outlook on semiconductor equipment activity—order levels remain flat as the industry faces soft demand and uncertain recovery paths.
Narrative: IDM and Foundry Sales, Capacity, and Capex – 2025 Q2
2024 automotive semiconductor wafer capacity saw flat growth; foundries expanded while IDM capacity declined. Capex trends varied across key industry players.
Insight: Tariffs in the Fog, AI Demand in the Cloud
Tariffs impact the semiconductor datacenter market amid AI growth. Explore short-term effects and long-term strategic implications on supply chains and demand.
Microprocessor Report May 2025 Review
May 2025 Microprocessor Report covers NVIDIA Vera Rubin, Renesas RA0E2 MCU, Qualcomm Snapdragon 6 Gen 4, and highlights 84 device launches at Computex.
Intel Battlematrix adds desktop LLM functionality to discrete Arc GPUs
Intel unveils Arc Xe2 “Battlemage” workstation GPUs and Linux driver upgrades at Computex, advancing multi-GPU support for LLM workloads with Project Battlematrix.
Narrative: Smartphone Fingerprint Sensor Market Share Q1 2025
Smartphone fingerprint sensor market faced revenue decline in Q1 2025 amid price pressure; FoD sensors hit 45% share. Qualcomm leads, followed by Goodix and Egis.
Insight: Tariff-Driven Challenges Affecting Sensor Growth in 2025
Tariffs pose major challenges for the sensor market, creating downstream impacts for vendors and customers. Explore key implications in this insight.
Insight: Trump's EU Tariff Threat Will Have a Minimal Impact on the US Smart Home Device Market
EU tariff threat expected to have minimal impact on smart home device prices as most production occurs outside the EU, says TechInsights analysis.
Smart Home Devices Market Drives Nearly US$7 Billion Demand for AI Chips
Analyze AI market opportunities in smart home devices, from on-device to datacenter AI. Covers speakers, cameras, thermostats, and more.
ZF eMobility Tech Day 2025: Modularity to Compete with China
Explore ZF's new EV tech from its 2025 eMobility Tech Day, including the SELECT platform, TherMas system, and 8HP evo hybrid powertrain.
