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Latest Blogs and Commentary

ODM Sales Soar as Hyperscalers and Cloud Providers Go Direct

June 05, 2024

ODM Sales Soar as Hyperscalers and Cloud Providers Go Direct

Discover how ODM sales are soaring as hyperscalers and cloud providers like AWS and Google go direct, reshaping the server market with custom silicon and hybrid cloud strategies.

AWS NVIDIA Shortages

June 05, 2024

AWS NVIDIA Shortages Demonstrate Need for Custom Silicon

Discover how ongoing NVIDIA shortages are driving the need for custom silicon in cloud computing. Explore the benefits and future implications of proprietary chips from AWS, Microsoft, Alibaba, and Google in a rapidly evolving market.

Forecast: Global Bluetooth Headset Sales, Installed Base and Revenue to 2029

June 05, 2024

Forecast: Global Bluetooth Headset Sales, Installed Base and Revenue to 2029

Forecast: Global Bluetooth Headset Sales, Installed Base and Revenue to 2029 Share This Post Bluetooth headset revenues will grow slightly, driven by TWS headsets but also banded headsets. In 2022 growth slowed due to the economic downturn, but the

Forecast: Global TWS & Banded Headset 88 Country Forecasts to 2029

June 05, 2024

Forecast: Global TWS & Banded Headset 88 Country Forecasts to 2029

Bluetooth headsets have become must-have products for many smartphone owners as vendors remove the 3.5 mm plug from their smartphones. China is the biggest market for True Wireless Stereo (TWS) and banded headsets, followed by the United Sates and India.

3D NAND – Samsung 133L (V6’) Comparison

June 05, 2024

3D NAND – Samsung 133L (V6’) Comparison

3D NAND – Samsung 133L (V6’) Comparison Share This Post This report provides an update on Samsung's channel architecture evolution with their introduction of the 4LPE technology used in the Samsung Exynos 2200 application processor. Samsung 133L (V6'

Insight: Tablet Market Forecast – Recovery Speeds Up in Q1 2024, Boosting Growth Forecast in 2024

June 05, 2024

Insight: Tablet Market Forecast – Recovery Speeds Up in Q1 2024, Boosting Growth Forecast in 2024

The basic slate is still a favorite device for casual, lean-back activities such as watching videos, gaming, and social media; detachable 2-in-1s have evolved into high performance PC replacements as versatility and mobility serves enterprise demand, prosumer demand, and now broader appeal to consumers with affordable, powerful Android and iPadOS options.

Samsung Channel Architecture Evolution 2024

June 05, 2024

Samsung Channel Architecture Evolution 2024

This report provides an update on Samsung's channel architecture evolution with their introduction of the 4LPE technology used in the Samsung Exynos 2200 application processor.

T1-2024 Emerging and Embedded Memory Briefing

June 04, 2024

T1-2024 Emerging and Embedded Memory Briefing

This briefing delves into the latest developments in emerging non-volatile memories (EM), encompassing products, technology trends, comparisons, and opportunities for devices like STT-MRAM, PCRAM, ReRAM/CBRAM, and FeRAM. It also covers the technology roadmaps and challenges faced by leading EM foundries.

MPR- May in Review AI at the Edge

June 04, 2024

May in Review: AI at the Edge

Processor companies are packing more neural processing capability into processors for IoT edge devices. Here’s a look back at several of these that we covered in May.

MPR- Meta’s AR Enhanced by 3D Packaging

June 04, 2024

Meta’s AR Enhanced by 3D Packaging

Meta’s Reality Labs discussed a prototype AR processor at the 2024 ISSCC, fabricated using hybrid bonding as 3D packaging. This improved performance for the trial tasks of hand tracking and image processing.

Insight: Q1 2024 Smart TV Results – Anticipated Return to Growth is Starting Slowly

June 04, 2024

Insight: Q1 2024 Smart TV Results – Anticipated Return to Growth is Starting Slowly

Insight: Q1 2024 Smart TV Results – Anticipated Return to Growth is Starting Slowly Share This Post Smart TV shipments grew 2.7% year-on-year (YoY) in the first quarter of 2024, reaching near 43 million units. The return to growth is weaker than

Insight: Q1 2024 Smart TV Results – A Slow Start to an Anticipated Return to Growth

June 04, 2024

Insight: Q1 2024 Smart TV Results – A Slow Start to an Anticipated Return to Growth

Smart TV shipments grew 2.7% year-on-year (YoY) in the first quarter of 2024, reaching near 43 million units.

Sony A9 III Digital Camera Sensor (IMX810AQL) Device Essentials Folder

June 04, 2024

Sony A9 III Digital Camera Sensor (IMX810AQL) Device Essentials Folder

Sony A9 III Digital Camera Sensor (IMX810AQL) Device Essentials Folder Share This Post The Sony IMX810 (IMX810AQL), Full Frame, 24.6 MP, 5.9 µm Pixel Pitch, Voltage Domain Global Shutter Stacked Back-Illuminated CMOS Image Sensor was extracted from

Automotive Semiconductor Demand Outlook 2022 to 2031

June 04, 2024

Automotive Semiconductor Demand Outlook 2022 to 2031

lowing demand in the electric vehicle sector was a major factor in the market swing towards oversupply in the final quarter of 2023 which resulted in demand for semiconductors no longer being front-loaded and semiconductor suppliers facing pressure from customers to implement price reduction regimes.

2024 Memory – Emerging & Embedded Memory Briefing 1

June 04, 2024

2024 Emerging & Embedded Memory Briefing 1

This briefing delves into the latest developments in emerging non-volatile memories (EM), encompassing products, technology trends, comparisons, and opportunities for devices like STT-MRAM, PCRAM, ReRAM/CBRAM, and FeRAM.

Semiconductor Landscape

June 04, 2024

Webinar - Navigating the Semiconductor Landscape: Market Projections and Geopolitical Impacts through 2029

View our webinar, "Navigating the Semiconductor Landscape: Market Projections and Geopolitical Impacts through 2029," to explore market trends and challenges in the recovering semiconductor industry. Discover insights on AI-driven growth and sector-specific demand shifts.

DRAM Memory Technology Roadmap Update for Q2 2024

June 03, 2024

DRAM Memory Technology Roadmap Update for Q2 2024

Discover the latest advancements in DRAM technology as of Q2 2024, including updates on EUV lithography, HKMG processes, and emerging 3D DRAM developments from industry leaders like Samsung, SK hynix, and Micron.

Memory Technology Roadmap

June 03, 2024

Memory Technology Roadmap Update: Q2 2024 - Focus on 3D NAND

Discover the latest advancements in 3D NAND technology with our Q2 2024 Memory Technology Roadmap update. Learn about Samsung, KIOXIA, Micron, SK hynix, and YMTC's newest innovations and upcoming products.

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