Latest Blogs and Commentary
Insight: Afeela a Casualty of Honda’s EV Cancellation
Sony Honda Mobility's Afeela discontinuation marked by a crowded and competitive market.
Christine Arrington
As Senior Analyst for Connected Computing Devices at TechInsights, Christine Arrington brings decades of experience in the technology industry.
Zeekr Launches Entertainment Hub for European Market in Conjunction with 3SS
Zeekr launches an Android Automotive Entertainment Hub with 3SS, bringing 15+ streaming services to Europe with automotive‑grade safety and control.
Qualcomm Challenges Embedded x86 Platforms with Dragonwing IQ-X
Qualcomm’s Dragonwing IQ‑X brings Oryon CPUs and edge AI power to rugged industrial systems, marking its first SoC built specifically for this market.
Insight: The Ceiling Became the Floor: DRAM Pricing Has Surpassed Every Scenario
DRAM prices shatter Q1 2026 ceilings as AI demand and HBM economics squeeze supply, forcing buyers to lock in volumes years ahead.
Narrative: Global Wearables Vendor Volume Share Q4 2025
Wearables rebound in Q4 2025 with shipments up 14%, led by strong growth in glasses, rings, and watches as major brands compete for leadership.
Insight: SK Hynix's $8 Billion Bet: Pole Position in the EUV Era
SK hynix places a record $8B EUV order with ASML, securing tools for key DRAM fabs as it locks in capacity for its EUV‑heavy roadmap.
Insight: The Physical AI Pivot - Key Takeaways from MWC 2026
This post‑MWC 2026 analysis goes through announcements, pulling insights from briefings and demos to spotlight the industry’s shift toward physical AI.
2026-03-31 - CSUB’s Market Update: 4Q25 Performance and 2026 Outlook
CSUB summaries combine Excel data, modeling, and analysis to highlight devices, market drivers, inventory, and key subsystem technologies.
2026-03-31 - Semiconductor, Display, and PV Devices: Market Snapshot
These reports pair with Excel data to summarize subsystem markets, tracking 160+ suppliers with modeling, supply‑chain analysis, and clear visual insights.
Wireless Innovation, 5G ROI, and 6G
Cohere unveils a new cellular air interface using delay and Doppler data for channel modeling and modulation, emerging as a leading 6G candidate.
2026-03-31 - Fourth Quarter Inventory Update: OEMs and Critical Subsystems
These reports summarize key subsystem findings, blending supplier data, modeling, and visuals to track CSUB devices, inventory, and market drivers.
Semiconductor Analytics – March 25, 2026
This analysis covers weekly sales for the semiconductor market for total semiconductors and ICs.
Electronic Gases Market Set to Reach $6.81B in 2026 Driven by Advanced Node Demand
TechInsights forecasts semiconductor electronic gases revenues show slight growth, and supply chain concerns arise due to disruptions through the Strait of Hormuz.
YMTC YMN0BQF1B5DCBE_die 2yyL 2 Tb QLC 3D NAND Memory Floorplan Analysis
MFR delivers a clear view of device floorplans, combining advanced imaging with process‑node, functional blocks, and die‑to‑package cost analysis.
Chip Observer: AI Spend, Apple M5 Chips, and Memory Trends
AI investment nears $650B amid skepticism, while Apple’s MacBook Neo reshapes PC price standards. Signaling shifts in AI and consumer tech markets.
NVIDIA GB10 Superchip (from DGX Spark, TSMC 3nm) Process Analysis
Summary of key findings off NVIDIA GB10 Superchip with detailed look at the FEOL, MOL, and BEOL structures and materials used.
SmartSens SC485SL Device Essentials Folder
SmartSens SC485SL delivers 40 MP clarity with large 2.9µm pixels and back-illuminated design, powering high‑quality mobile, IoT, and surveillance imaging.