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Latest Blogs and Commentary

August 01, 2025

Semiconductor Analytics – July 30, 2025

Semiconductor sales held steady week-over-week but rose YoY for the week ending July 25, 2025. DRAM ICs led gains in TechInsights' weekly market data

August 01, 2025

Narrative: Semiconductor and Sensor Consumption Demand Forecast 2025 Q3

Explore how US tariffs impact the latest TechInsights Automotive Semiconductor Demand Forecast and what’s driving chip growth across key vehicle domains.

August 01, 2025

MI350 Series Marks AMD’s Push for a Larger Slice of AI

AMD datacenter GPU accelerator MI350 series delivers 4× AI compute and 35× inferencing gains, with CDNA 4 architecture and TSMC 3nm process.

August 01, 2025

Narrative: 2025 Q3 Global xEV Demand Outlook 2023 to 2032

This update analyzes Global xEV Demand and how US tariffs impact semiconductor and sensor growth across regions and EV powertrain types.

August 01, 2025

Micron B68S 2yyL 1 Tb TLC 3D NAND Internal Waveform Analysis

An analysis of the program, read, and erase waveforms for the Micron 2yyL 1 Tb TLC 3D NAND Flash device found on the Crucial P510 CT1000P510SSD8 SSD.

August 01, 2025

Samsung D1a EUV 24Gb DDR5 Memory Floorplan Analysis

Memory Floorplan Analysis of Samsung K4RHE086VP die from DDR5 RDIMM card reveals 4th-gen D1a stacked DRAM process insights.

August 01, 2025

Ultra Clean Technology Q2 2025 Earnings Summary

These reports provide key takeaways about Ultra Clean Technology's demand and supply from their quarterly earnings call.

August 01, 2025

Company Earnings: Q2 2025 Intel - Manufacturing Focus

Get key insights on Intel’s demand and supply trends from their latest quarterly earnings call with these complimentary detailed reports.

August 01, 2025

2025-07-28 - Critical Subsystems Graphics

Quarterly and annual data analyze semiconductor supply chain trends, equipment, fab utilization, IC inventories, and market revenue with TechInsights CPPI insights.

August 01, 2025

Nanya 1B nm 16Gb DDR5 DRAM Full Process Essentials

Advanced Memory Essentials analysis of Nanya DDR5 NT5FF2048M8A3-Q5 die reveals 16Gb DRAM built on 2nd-gen 10nm stacked CMOS process.

August 01, 2025

onsemi AF0130 i-ToF Standard Floorplan Analysis

Floorplan analysis of onsemi AF0130 i-ToF sensor reveals 1.2MP global shutter CMOS die with 3.5µm pixels for depth sensing.

August 01, 2025

Samsung ISOCELL JNP Standard Floorplan Analysis

Floorplan analysis of Samsung JNP ISP die from Xiaomi Civi 5 Pro’s 50MP selfie camera reveals stacked BI CIS with metaphotonic nanopillars.

August 01, 2025

CXMT CDTQ G3 12 Gb LPDDR5 DRAM Memory Floorplan Analysis

Memory Floorplan Analysis of CXMT’s CDTQ LPDDR5 DRAM in Huawei Nova 13 Pro reveals 12Gb dies on G3 process in POP MCP package.

August 01, 2025

Company Earnings: Q2 2025 TSMC

TSMC Q2 2025 revenue rose 18% QoQ on strong 3nm and 5nm demand, despite FX headwinds. Key supply and demand insights from the earnings call.

August 01, 2025

Qualcomm Snapdragon AR2 Gen 1 Floorplan Quick Look Analysis

Teardown of the Snapdragon AR2 Gen 1 chip reveals TSMC 6nm N6 process and 14 metal layers in AR glasses from NTT DoCoMo.

August 01, 2025

China Smartphone Vendor and OS Marketshare: Q2 2025

Explore how trade tensions and subsidy shifts impacted China’s smartphone market in Q2 2025, as Huawei leads a highly consolidated top six capturing 96% of total volume.

August 01, 2025

Global Smartphone Top 100+ Microvendors Market Share: Q2 2025

Discover how microvendors are reshaping regional markets—our Q2 2025 analysis reveals growth pockets and consolidation trends in the global smartphone landscape.

August 01, 2025

Narrative: Global Smartphone Microvendor Vendor Share: Q2 2025

Discover how microvendors are reshaping regional markets—our Q2 2025 analysis reveals growth pockets and consolidation trends in the global smartphone landscape.

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