Latest Blogs and Commentary
Amkor Technology Q4 2024 Earnings Summary
Explore key takeaways from Amkor’s Q4 2024 earnings, including a 13% QoQ revenue decline and challenges in automotive and industrial markets.
Xiaomi 15 Pro (2410DPN6CC) Deep Dive Teardown
Discover the Xiaomi 15 Pro with Qualcomm Snapdragon 8 Elite, featuring a power-efficient display and enhanced durability with Dragon Crystal Glass.
Narrative: VALUE SHARE: Global Smartphone Revenue, ASP and Profit by Vendor by Price Tier: Q4 2024
Explore the latest trends in the global smartphone industry, with growth in shipments and revenue, but a decline in ASPs, and insights into the top vendors’ market share.
Japan Handset Vendor Marketshare by Operator: Q4 2024
Explore Japan’s handset market growth in Q4 2024, with Apple leading across all major operators, including Rakuten Mobile, and insights into vendor market share trends since 2012.
Analysis: Hyperscaler Quarterly Earnings Takeaways Q4 2024
Assess the latest hyperscaler earnings and AI infrastructure investments, exploring whether large-scale AI models truly require massive compute power.
Narrative: Japan Handset Vendor Market Share by Operator Q4 2024
Discover key trends in Japan’s handset market, including Apple’s dominance and quarterly vendor share across major operators.
ASE Technology Earnings Summary
Get key insights into ASE Technology’s demand and supply trends from their latest earnings call.
SMIC Earnings Summary
Get insights into SMIC’s demand, supply trends, and market positioning from their latest earnings call analysis.
Qualcomm QCC730 Ultra-Low Micro-Power Wi-Fi 4 SoC Floorplan Analysis
Explore the Qualcomm HG11-48949-210 die inside the QCC730, an ultra-low power Wi-Fi 4 component designed for efficient IoT connectivity in this detailed analysis.
YMTC YMN0ATF1B3QCBE_die 2yyL 1Tb TLC 3D NAND Flash - Xtacking 4.0 Floorplan Analysis
Uncover the floorplan design of YMTC’s 1Tb Xtacking4.0 3D NAND flash memory in this detailed report, with analysis, imaging sets, and critical design insights.
Sony IMX900 Standard Floorplan Analysis
Explore Sony’s IMX900-AMR monochrome CMOS sensor with an in-depth analysis of the ISP die structure, features, cost insights, and SEM cross-sections.
Qorvo D6QM7719807 LNA Die (QM77198) RFIC Process Analysis
Dive into the RFIC process analysis of Qorvo’s QM77198 LNA die—an advanced L-PAMiD solution for high-performance 4G LTE and 5GNR applications.
Narrative: 2025 Q1 Automotive Semiconductor TAM by Sector
Explore the future of automotive semiconductors in 2025, with insights on demand growth across vehicle sectors and key applications like ADAS, EV, and more.
Company Earnings Roku Q4 2024 Consumer Electronics
Get key insights from Roku’s Q4 2024 earnings—22% YoY revenue growth, market trends, and performance analysis to inform competitive strategies.
