Latest Blogs and Commentary
Has Qorvo Given up on GaN?
Qorvo, which produces gallium nitride (GaN) based radio products for millimeter wave applications, announced it would acquire CMOS millimeter wave radio chip vendor Anokiwave. This raises the question: Does Qorvo plan to abandon GaN in favor of CMOS?
The Chip Insider® – Moore’s Law in the Angstrom Era
Now that EUV is working well and with higher NAs coming will there be smooth sailing in the Angstrom Era? How will it interplay with the new eras of AI and chiplets as we go beyond the AI, IDM, and Foundry eras?
Hybrid Si IGBT, SiC MOSFET Power Modules Add Efficiency to Motor Inverters Without the Cost
In March 2023, Tesla CEO Elon Musk said that the electric vehicle maker will use 75% less silicon carbide (SiC) without compromising the performance or efficiency of its models. TechInsights’ Stephen Russell gave predictions on how chip designs could enable this. But at the 2024 Automotive Tech Forum, vendors such as Infineon and STMicroelectronics, presented the answer: The hybrid power electronics module that uses both silicon and SiC devices.
3D NAND – Speed boost between NAND to SSD Controller
As the memory capacity of NAND packages increases with increased stacking of dies, issues such as large capacitive loading, input/output (I/O) speed reduction, and increased power consumption limit the packages from achieving the desired I/O speed, even when paired with a suitable SSD controller. This featured content report explores some recent NAND to SSD controller techniques.
Cockpit Innovations: Streaming, Gaming, Audio and Apps
TechInsights' report on cockpit innovations examines developments of in-car infotainment in audio streaming, video, and gaming, examining announced OEM partnerships, data and content service providers, and trends in displays.
Will there be an Apple M3 Ultra?
Dive deep into the absence of high-density interconnect pads in the M3 Max and its implications for the highly anticipated Apple M3 Ultra.
Research Bulletin – TSMC Climbs to #1, NVIDIA Posts Triple-Digit Growth in Final 2023 Ranking of Top 25 Semi Suppliers
Final calendar year 2023 ranking of the top 25 semiconductor suppliers are presented. No new suppliers broke into the top 25 list in 2023, but there were significant changes in where companies were ranked.
Apple A17 Pro SoC GPU Design Analysis
This report provides an analysis of the standard cells comprising about 70% of the area analyzed in the logic block of the Apple A17 Pro 3 nm GPU, fabricated using FINFLEX methodology by TSMC. Standard cells schematics are extracted to determine routing efficiency, gate density and global metal usage survey.
Intel Must Undercut Its Competitors to Win AI Share
At Intel Vision, the company launched a new version of its AI ASIC Gaudi, and a new version of Xeon. The company is in the midst of a strategic shift, moving from a shipper of components to a holistic silicon, software, and engineering firm with generative AI at its very heart. But this isn’t a quick shift and the company appreciates it’ll take time to rekindle its spark. To take on NVIDIA, it has to slash prices to gain traction.
Renesas SoC Pairs Vision With AI
The new AI accelerator in Renesas’s RZ/V2H provides a boost in AI performance and efficiency to target high-performance robots that inhabit factory floors and smart homes and buildings.
Blackwell Sets New AI Performance Bar
NVIDIA has announced its Blackwell architecture, although the results are mixed. It is faster, but not as much so as the industry may have been expecting.
Revving Up: The Latest Breakthroughs in AI for Automotive Innovation
As automotive technology continues to evolve, so does the role of artificial intelligence (AI) within the industry.
NAND Market Report Q1 2024
This analysis covers supplier production trends, market shares, shipment volumes, revenue, and pricing forecasts. It examines the technological and manufacturing innovations influencing the industry and identifies the key developments driving market demand.
Global Foldable Smartphone Shipments Forecast by Vendor by Region by Quarter to 2025
Samsung's share is eroding but it will keep peak position until 2025 when Huawei surpasses it. We forecast Samsung will retain second place globally still in 2025 followed by Honor taking third position. The foldable market is growing but Apple's absence is still keeping the market growing slowly. We expect Apple to join in 2026 or 2027.
VALUE SHARE: Global Foldable Smartphone Revenue and ASP by Vendor : Q4 2023
Global 5G handset industry revenues and shipments grew double digits in Q4 2023. Apple remains the leader of 5G shipments and revenues, but Samsung is growing behind Apple. Samsung is the world’s second-largest 5G vendor in terms of shipments and revenues. Samsung is the biggest vendor in LTE shipments and revenues.
Global Top-500 Smartphone Shipments, ASP, and Price Band by Model: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.
Global Top-500 Smartphone Shipments, ASP, and Price Band by Model with Specs: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their shipments, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 89% of the total smartphone shipments in Q4 2023, including all major vendors as well as many locally significant microvendors.
Global Top-500 Smartphone Revenue, Value Share, ASP, and Price Band by Model: Q4 2023
This highly detailed report shows the top-500 best-selling smartphone models globally in terms of their revenue, value share, wholesale ASP, and price band in the fourth quarter of 2023. The models included in the report cover 97% of the total smartphone revenue in Q4 2023, including all major vendors as well as many locally significant microvendors.
