Featured Report Analysis
Insight: Stellantis, JLR Explore Joint Development for North America
Stellantis and Jaguar Land Rover sign an MOU to explore US product development collaboration, leveraging scale and technology to boost JLR’s North American presence.
Insight: SpaceX's Quiet AI Empire Revealed in Galactic S-1
SpaceX is emerging as a key AI infrastructure player, leveraging compute, power, and chip strategies to challenge traditional bottlenecks.
Insight: Analog Devices gives its datacenter power management a boost
Insight: Analog Devices gives its datacenter power management a boost 2 Min Read May 26, 2026 This report builds on Analog Devices’ planned acquisition of Empower Semiconductor to assess the evolving technology and competitive dynamics shaping power
Fraunhofer Demonstrates Major Gains in EV Powertrain Component Design with SiC and GaN
Fraunhofer unveiled SiC inverter and GaN onboard charger designs, targeting smaller, lighter, and more efficient 800V EV power electronics.
China Zhongji InnoLight’s Dual Surge: Accelerating 1.6T Mass Production and a $5B IPO Blueprint
AI cluster growth is driving a shift from copper to optical links, with Zhongji InnoLight powering high‑speed data movement in modern AI systems.
Company Earnings: Nvidia
Key takeaways about Nvidia's demand and supply from their quarterly earnings call.
High Memory Prices Put New Tablet Sales at Risk, Boosting Refurbished Market
Rising memory costs are pushing entry-level tablets out of reach, driving budget buyers toward older refurbished devices and creating new opportunities for low-cost designs.
Analysis: Advanced Packaging Investments Grow
Analysis: Advanced Packaging Investments Grow 2 Min Read May 25, 2026 AI demand is driving investment across the semiconductor value chain, with major new activity in advanced packaging. AI-related demand is driving investment up and down the
AI at TechInsights: April 2026 Review
Highlights of the AI coverage at TechInsights in April 2026: several frontier model releases, growing concerns over datacenter electricity needs, and impact on the chip market.
Insight: Terafab's Memory Wall
Elon Musk’s Terafab aims for massive compute scale, but memory remains the key question. Here’s what HBM, DRAM, and NAND requirements could look like.
Forecast: 2026 Q2 Automotive Semiconductor TAM by OEM Group
This report details how automotive semiconductor demand will split out by each major carmaker group, application domain and semiconductor type.
Narrative: 2026 Q2 Automotive Semiconductor TAM by Powertrain
Powertrain analysis report examines semiconductor demand across all major powertrain types, analyzing content per vehicle, domain-level splits, and the evolving competitive dynamics facing processor, power, and memory vendors through 2033.
Digest: Power Semiconductors
Power Digest delivers a concise monthly roundup of key power semiconductor news, tech shifts, and insights across GaN, SiC, AI, and automotive.
Apple MacBook Neo A3404 Deep Dive Teardown
Deep dive teardown of The Apple Macbook Neo includes detailed product disassembly analysis on unique construction, benchmarking, and cost data.
Samsung Galaxy S26+ SM-S947U Deep Dive Teardown
Deep dive teardown of The Samsung Galaxy S26+ US includes detailed product disassembly analysis on unique construction, benchmarking, and cost data.
Summary – Apple MacBook Neo A3404 Deep Dive Teardown
Summary deep dive teardown of The Apple MacBook Neo includes detailed product disassembly analysis on unique construction, benchmarking, and cost data.
Summary – Samsung Galaxy S26+ SM-S947U Deep Dive Teardown
Summary deep dive teardown of The Samsung Galaxy S26+ US includes detailed product disassembly analysis on unique construction, benchmarking, and cost data.
Narrative: 2026 Q2 Automotive Semiconductor TAM by Sector
Economy vehicles lead auto semiconductor growth, driven by China, while non‑premium retains scale as demand shifts with content and electrification.