Latest Blogs and Commentary
Analysis: Google Cloud Next ’26 - A Full-Stack Rethink of AI Infrastructure
At Cloud Next ’26, Google unveils a full‑stack AI platform, redefining AI through utilization, latency, and data movement.
Test Equipment Market Share
Explore TechInsights’ Test Equipment Market Share Database covering quarterly and annual data.
MC F2F & Joint Session Highlights Evolving Strategies for Supply Chain Resilience
CMC’s April semiconductor Fabs F2F and joint sessions brought fabs and stakeholders together to discuss shared operations and supply‑chain priorities.
Insight: Automotive Tier 1 Suppliers Reposition Amid Margin Pressure and Structural Change
Report tracks restructuring and strategic shifts across Tier 1 automotive suppliers, assessing implications for the supply chain and supporting semiconductor vendors.
McClean Report April 2026: Memory (DRAM, NAND, NOR) Market Update
Fueled by an AI supercycle, memory IC sales are forecast to surge 248% in 2026 as HBM and QLC SSD demand drives revenue growth but pressures PCs and smartphones.
CATL just reset the ceiling. Again.
At its 2026 Super Technology Day, CATL unveiled six new EV battery and infrastructure platforms spanning faster charging, longer range, and new chemistries.
Geographical AI Compute Power: Foundry Capacity and Capability, and Export Controls Policy as Key Drivers
Report and webinar explore how foundry capability, capacity limits, and export policy are shaping the future of global AI infrastructure.
Smartphone Apps Processor Market Share Model Q4 2025: RAM-flation poised to slow mobile AP growth
Q4 2025 smartphone AP units and revenue fell 2% YoY, with market performance increasingly tied to flagship devices and generative AI adoption.
Apple M4 Pro SoC Process Flow Analysis
Analysis details the process flow behind Apple’s M4 SoC, listing hundreds of manufacturing steps using TSMC’s N3E FinFET process.
Philips Screeneo UL5 Smart (SCN355) Deep Dive Teardown
Philips Screeneo UL5 is a portable smart projector with a triple RGB laser, 550 ANSI lumens, short throw design, and Wi‑Fi and Bluetooth support.
Market Data: Industry Performance (TCI Graphics)
Reports provide recent views on capital equipment, IC supply and demand, capacity, and end markets with weekly to yearly analysis.
LG Innotek announces USD 68 million supply agreement for Automotive Wi-Fi 7 Communication Module
LG Innotek signed a $68M supply deal for automotive Wi‑Fi 7 modules with Qualcomm chips, 4K‑QAM, and MIMO antennas.
Insight: CATL Super Technology Day 2026 - Six Innovations, Every Segment, One Decisive Lead
CATL unveiled six EV battery platforms in 2026, focused on faster charging, longer range, and new chemistries.
Semiconductor Analytics – April 22, 2026
Weekly semiconductor sales rose WoW and YoY by April 17, 2026, with Logic ICs posting a YoY gain in the 13‑week moving average.
Smartphones at a Regulatory Inflection Point Under EU Battery Regulations
Insight examines the EU’s 2027 battery replacement mandate, highlighting impacts on smartphone design, market dynamics, and regulatory uncertainty.
Volkswagen Unveils China Roadmap Ahead of Auto China 2026
Volkswagen unveiled a sharper China strategy ahead of Auto China 2026, prioritizing faster development, local software, and a broader EV lineup.
Narrative: Smart TV Forecast 2030 – Persistent Headwinds are Expected to Slow Global Growth
Smart TV demand is set to stay soft as macro and geopolitical pressures persist, with higher memory costs offsetting gains from larger screens and display innovation.
Samsung ISOCELL Vizion 931 Device Essentials Folder
Samsung ISOCELL Vizion 931 is a VGA NIR global‑shutter CIS with 2.2 µm pixels, stacked BI design, and hybrid bonding.