Latest Blogs and Commentary
GalaxyCore GC5035 (Chip Scale Package) Packaging Analysis
This document analyzes the GalaxyCore GC5035 image sensor, focusing on its CSP implementation and the evolution of packaging technology since 2014.
Cisco Expands AI Vision with Two Targeted Acquisitions (NeuralFabric & EzDubs)
Cisco's dual acquisitions of NeuralFabric and EzDubs enhance its AI infrastructure, focusing on secure, flexible deployment of Small Language Models and software integration.
Razer Viper V3 Pro (RZ01-0512) Deep Dive Teardown
The Razer Viper V3 Pro is a lightweight wireless gaming mouse featuring a Focus Pro 35K sensor and an 8KHz polling rate, analyzed in a detailed report.
Hyperscaler Quarterly Earnings Takeaways Q3 2025
US hyperscalers invested $121 billion this quarter, focusing on hybrid compute systems. Power constraints may delay capacity deployment and impact revenue.
USA Smartphone Shipments and Market Share by Model Q3 2025
Uncover the top-selling smartphones in the U.S. for Q3 2025, highlighting key brands, models, and the factors behind their success in a competitive market.
Chinese OEM Electrification Strategies Hasten Innovation and Overseas Sales Against Intense Price Competition
Chinese automakers leverage scale and innovation to remain price-competitive in electric vehicles, boosting global expansion despite challenges like tariffs.
McClean Report November 2025: Pure-Play Foundry Leaders and Forecast
The global foundry market surged 24% in 2024 to $151.4 billion, driven by AI demand, automotive growth, and advancements in technology and packaging.
Market Model: Automotive Semiconductor Lead Times for Commodity Components 2025 Q3
This report analyzes lead times for automotive semiconductors in Q3 2025, highlighting trends across 15 device types and 24 companies compared to non-automotive sectors.
McClean Report November 2025: China IC Market Review
China is projected to lead the global IC market, reaching $183 billion by 2025 with an 8% annual growth rate from 2025 to 2030, despite recent share losses.
Strategic Cost and Price Model - revision 20251110
The Strategic Cost and Price Model offers in-depth cost analysis for 300mm wafer fabs, focusing on Samsung 3DNAND and future technologies through 2030.
Company Earnings: Q3 2025 ASE Technology Holding
ASE Technology reports 3Q25 revenue growth driven by advanced packaging, with ATM revenues increasing QoQ while EMS faces a slight decline in 4Q25.
Datacenter AI Accelerators Q2 2025 – booming AI usage drives demand
The AI-CPU and Accelerator market reached $48B in Q2 2025, growing to over $500B by 2029, driven by accelerators and strong annual growth rates.
Can Renesas Enable High-Performance Computing with Embedded MRAM for Automotive HMI?
Renesas' RA8 Series microcontrollers enhance performance to 1 GHz with MRAM and graphics acceleration, impacting the evolving automotive SDV landscape.
Apple iPhone 17 A3520 Deep Dive Teardown
The Apple iPhone 17 A3520 Europe features an Apple A19 chip, analyzed in a detailed Deep Dive report highlighting its construction and cost data.
Executive Insights: TCI Graphics
Q3 showed stable performance in discrete, analog, and power segments, driven by automotive, industrial, and AI applications, amid slowing consumer markets.
OPPO/OnePlus Smartphone Delivers Anemic Results in Q3 2025
OPPO/OnePlus faced a 4% YoY decline in Q3 2025 smartphone shipments, struggling in the Chinese market despite gains in overseas regions. Growth remains uncertain.
Chipmakers Ramp Up High-End Capacity to Meet AI Demand
Q3 showed stable performance in discrete, analog, and power segments, driven by automotive, industrial, and AI applications despite consumer market slowdown.
Company Earnings: MediaTek Q3 2025
MediaTek's Q3 2025 report shows strong growth in mobile and smart edge sectors, with a focus on AI and premium chipsets like the Dimensity 9500 for Q4.