Latest Blogs and Commentary
Analysis: WFE Forecast Summary (2025-08-01)
The WFE Forecast reports are published quarterly, offering the latest views on the Wafer Fab Equipment (WFE) market.
Analysis: Automotive Electronics Month in Review, July 2025
July 2025 automotive electronics highlights: key forecasts and insights shaped by US tariffs and a peak in legacy auto application value.
Solving the Chiplet Design Jigsaw Puzzle
Chiplets are going mainstream as design re-use and lower costs drive adoption. Learn how SoC design strategies vary across the industry.
Samsung Foundry Challenges Limit Exynos 2500 to Flip 7
Samsung’s Exynos 2500 debuts 3nm GAA tech in mobile, with upgraded CPU, Xclipse 950 GPU, and NPU offering 39% better AI performance.
The Chip Insider®– Wolfspeed: When a tactical opportunity is a strategic error. Maxims.
Wolfspeed's bankruptcy shocked many and saddened more. It was a great and well-respected technology company that was led to this state by a perfect storm of execution issues, compounded by financial woes as the EV market softened and Chinese SiC competitors...
Advanced Energy Q2 2025 Earnings Summary
Explore Advanced Energy’s Q2 2025 performance with key takeaways on demand, supply, and strategic outlook across core business segments.
Sensors Newsletter: Techinsights' Vision for August 2025
August 2025 sensor analysis highlights: Samsung’s ISOCELL JNP with MPMA tech, Omnivision’s OX08D10 auto sensor, and onsemi’s AF0130 i-ToF sensor.
Insight: Image Sensor Market Surpasses US$22 Billion in 2024, Sony Achieves Market Leadership
Image sensor market grew 10% YoY in 2024, driven by mobile, auto, and computing demand. This insight covers key trends and application outlooks.
Insight: Inside NVIDIA’s 800V HVDC Ecosystem Play
This report delves into future datacenter design considerations and how NVIDIA is driving power innovations to realizing its Gigawatt-scale AI factory vision.
The Hidden Environmental Cost of Advanced AI Chips
As artificial intelligence accelerators grow more powerful to meet the demands of modern workloads, one consequence is generally accepted: These chips consume enormous amounts of energy during use.
India Smartphone Vendor and OS Marketshare: Q2 2025
Explore India’s Q2 2025 smartphone market—5% growth, top vendors, 5G trends, and shipment data from 2009 to 2025.
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.
