Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Chip Observer June 2025
Stay informed on the latest shifts in semiconductor policy, AI, packaging, and market dynamics in the June 2025 Chip Observer, featuring insights on Qualcomm, OpenAI, Huawei, and more.
US Tariffs and Taiwan Curbs Reshape Semiconductor Supply
Trump’s tariff threat and Taiwan’s export curbs on Huawei and SMIC add new risks and delays to global semiconductor supply chains and chip manufacturing plans.
Google Pixel 9a Teardown: Tensor G4 Processor and Cost Analysis
Explore the Google Pixel 9a teardown revealing the Tensor G4 processor, memory, display, and camera cost structure. See how it compares to the iPhone 16e A3212. Access full details on the TechInsights Platform.
The Chip Insider®– AI in the Semiconductor Industry
AI in the semiconductor industry is much more than a demand driver. From early adoption in yield optimization to modern chip design. Understand its evolving impact across the semiconductor value chain.
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.
Meta Quest 3s Teardown Reveals Cost-Optimized VR Design
TechInsights reveals how Meta reduced VR hardware costs with the Snapdragon XR2 Gen 2 in the Quest 3s.
Samsung S25 Edge: A Showcase of Slim Design and Strategic Engineering
Samsung's S25 Edge debuts at just 5.8 mm thick, highlighting premium design and engineering trade-offs.
TechInsights Mobile App: Your On-the-Go Semiconductor Intelligence Solution
Unlock semiconductor insights on the go with the TechInsights Mobile App. Get instant AI-powered answers, benchmark competitors, and guide product roadmaps from anywhere.
Broadcom Tomahawk 6: 102.4 Tbps Ethernet Switch for AI Data Centers
Broadcom unveils Tomahawk 6 with 102.4 Tbps bandwidth, CPO support, and AI-optimized routing. Learn how it’s shaping the future of AI networks.
The Chip Insider®– Huawei announces 5nm
Huawei reaching 5nm capability looks to be a quarter ahead of predictions. Where do they go from here?
Huawei FreeBuds Pro 4 Teardown
TechInsights’ teardown of Huawei FreeBuds Pro 4 reveals NearLink Bluetooth 5.4 SoC, higher non-electronic BOM costs, and 13% higher total cost vs Samsung Galaxy Buds3 Pro.
Huawei’s CloudMatrix AI Supercomputer: A New Force in AI Compute
Huawei's CloudMatrix 384 is here—and even NVIDIA is taking notice. Discover what this means for the future of AI compute.
Nintendo Switch 2: NVIDIA-Powered Console to Lead 2025 Gaming Recovery
Nintendo’s Switch 2 is set to revive the console market in 2025, delivering a major leap in handheld gaming performance with NVIDIA-powered AI graphics, ray tracing, and 4K output.
Hybrid Bonding: Unpacking the Environmental Footprint of Next-Gen Memory
Hybrid bonding boosts chiplet tech but raises concerns about carbon emissions—key insights for sustainability in semiconductor manufacturing.
Apple and Samsung Dominate USA Smartphone Market
Get insights into the best-selling smartphones in the US for Q1 2025. See which brands and models are leading the market—full rankings available on the TechInsights Platform.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
*Subscribers get exclusive access to additional details and annotated images.
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