Latest Blogs and Commentary
High Uncertainty, Low Utilization: Equipment Outlook Softening Amid Mixed Recovery
Explore the latest outlook on semiconductor equipment activity—order levels remain flat as the industry faces soft demand and uncertain recovery paths.
Impact of US-EU Tariff Threat on the Computing Market
Discover how Trump’s proposed 50% EU tariffs affect the computing market. TechInsights explains why economic uncertainty poses a bigger risk than direct supply impacts.
Taiwan’s Export Curbs on Huawei, SMIC: Semiconductor Impact
Taiwan’s export restrictions on Huawei and SMIC signal major shifts in the semiconductor industry, affecting supply chains, foundry strategies, and market trends.
Narrative: IDM and Foundry Sales, Capacity, and Capex – 2025 Q2
2024 automotive semiconductor wafer capacity saw flat growth; foundries expanded while IDM capacity declined. Capex trends varied across key industry players.
Insight: Tariffs in the Fog, AI Demand in the Cloud
Tariffs impact the semiconductor datacenter market amid AI growth. Explore short-term effects and long-term strategic implications on supply chains and demand.
Microprocessor Report May 2025 Review
May 2025 Microprocessor Report covers NVIDIA Vera Rubin, Renesas RA0E2 MCU, Qualcomm Snapdragon 6 Gen 4, and highlights 84 device launches at Computex.
Intel Battlematrix adds desktop LLM functionality to discrete Arc GPUs
Intel unveils Arc Xe2 “Battlemage” workstation GPUs and Linux driver upgrades at Computex, advancing multi-GPU support for LLM workloads with Project Battlematrix.
Narrative: Smartphone Fingerprint Sensor Market Share Q1 2025
Smartphone fingerprint sensor market faced revenue decline in Q1 2025 amid price pressure; FoD sensors hit 45% share. Qualcomm leads, followed by Goodix and Egis.
Insight: Tariff-Driven Challenges Affecting Sensor Growth in 2025
Tariffs pose major challenges for the sensor market, creating downstream impacts for vendors and customers. Explore key implications in this insight.
Insight: Trump's EU Tariff Threat Will Have a Minimal Impact on the US Smart Home Device Market
EU tariff threat expected to have minimal impact on smart home device prices as most production occurs outside the EU, says TechInsights analysis.
Smart Home Devices Market Drives Nearly US$7 Billion Demand for AI Chips
Analyze AI market opportunities in smart home devices, from on-device to datacenter AI. Covers speakers, cameras, thermostats, and more.
ZF eMobility Tech Day 2025: Modularity to Compete with China
Explore ZF's new EV tech from its 2025 eMobility Tech Day, including the SELECT platform, TherMas system, and 8HP evo hybrid powertrain.
2025-06-06 - Substrate Processing Equipment Shipments
Review shipped units and ASPs for CSUBs by tool type and industry. Covers 160+ suppliers across SEMI, FPD, and PV with quarterly and yearly insights.
2025-06-06 - Chamber Shipments
Explore top-line and segmented chamber counts for CSUBs by tool type and industry. Covers 160+ suppliers across SEMI, FPD, and PV with detailed insights.
2025-06-06 - Substrate Processing Equipment Revenues
Track top-line and segmented revenues for semiconductor equipment. Includes quarterly data and insights from 160+ suppliers across Semi, Display, and FPD.
2025-06-06 - Substrate Processing Equipment Installed Base
Analyze installed base trends for critical subsystems by industry and tool type. Includes data from 160+ companies across SEMI, FPD, and PV sectors.
Narrative: Global 5G Smartphone Wholesale ASP & Revenue Forecasts to 2030
Global 5G smartphone revenues are rising as adoption grows, driven by emerging markets, affordable devices, and expanding network availability.
China Smartphone Shipments & Market Share by Model: Q1 2025
Discover China's top 100 best-selling smartphones in Q1 2025, with insights on top brands, rising players, and key drivers behind their success.
