Latest Blogs and Commentary
China Analysis: Top Chinese Power Device Suppliers Grow Automotive Share in 2025
Follow China’s power device suppliers as they expand in automotive IGBTs, MOSFETs, and SiC to capture EV market share through OEM partnerships and vertical integration.
Meta’s Orion AR Glasses Push Technology Limits
Explore Meta’s Orion AR glasses, the most advanced yet, built on Project Aria Gen 2.
Smartphone Display Panel Market Share Q1 2025
Discover how flexible OLED adoption and fierce price competition fueled 5% growth in the smartphone display panel market in Q1 2025, with Samsung Display retaining the top spot despite share losses.
AMD Continues Advancement in the AI Datacenter Chip Market
Track AMD’s impressive datacenter growth and key milestones—including MI355 specs rivaling NVIDIA’s B200, ROCm software traction, and MLPerf benchmarks—as it targets a 13% market share by 2030.
Global Fitness Band Sales Forecast for 88 Countries 2012 to 2030
Stay ahead: Fitness band sales will dip 3% in 2026 before stabilizing by 2030, with North America and Western Europe declining more slowly. Forecast spans 88 countries through 2030.
The Chip Insider®–AI Strategies: AMD, Intel, and Nvidia.
AI strategy has reshaped the rivalry between NVIDIA, AMD, and Intel. Once expected to lead, Intel and AMD now trail as NVIDIA sets the pace. Discover the key business strategies behind this shift.
Insight: Near-Term EV Retreat Doesn't Change Longer-Term EV Trajectory
OEMs revisit ICE options amid policy shifts and EV sentiment, but long-term BEV growth remains strong. Explore xEV forecasts and product insights through 2032.
Analysis: Electric Vehicle Battery Technology – New chemistries, regional recycling, and other developments
Explore breakthrough battery tech beyond lithium-ion: silicon anodes, sodium-ion cost cuts, and emerging chemistries driving next-gen energy solutions.
2025-06-26 - CAPEX Forecast Q2 2025
TechInsights reports on global semiconductor capex from 2010 with forecasts by segment and region. Stay informed, access the latest quarterly update.
MICRON Q2 2025 Earnings Summary (Q3 FY 2025)
These reports provide key takeaways about Micron's demand and supply from their quarterly earnings call.
Market Model: Semiconductor Company Quarterly Financials IDM, Fabless, Foundry, OSAT 2025 Q1
Explore financial data for 34 key public semiconductor companies tied to the auto sector, including revenue, margins, and estimated automotive sales.
Industry Performance (TCI Graphics) – June 25, 2025
June update: AI boosts semiconductor growth, but Capex and equipment sales slow amid global uncertainty. Dive into the full supply chain analysis.
Onsemi AF0130 i-ToF Device Essentials Folder
Discover the onsemi AF0130: a 1.2MP i-ToF global shutter BI CMOS sensor for depth sensing at 850nm and 940nm NIR. Dive into the full analysis.
SmartSens SC550XS Device Essentials Folder
Discover the SmartSens SC550XS: a 50MP stacked BI CMOS sensor with 1.0µm pixels, night vision tech, and all-direction AF. Dive into the full analysis.
Semiconductor Analytics - June 24, 2025
Semiconductor sales rose YoY for the week ending June 20, 2025. Get weekly trends across DRAM, NAND, Logic, Analog, Auto, and more in our analysis.
Narrative: Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: May 2025
Global smartphone shipments fell 2% YoY in May 2025, while sales rose 2%. See trends by vendor and inventory insights from 2016–2025 in our report.
EV Group White Paper
See how EV Group secured its 13th Triple Crown win — learn how it increased Overall Value and led in partnering among top customer service–focused semiconductor suppliers.
McClean Report June 2025: Fabless IC Market Review and Update
Stay informed: Fabless IC firms captured 50% of IC sales in 2024, with strong growth from NVIDIA and HiSilicon. Fabless sales are set to expand at an 11.9% CAGR through 2025, outpacing the overall IC market.
