Latest Blogs and Commentary
Insight: Latest CES 2026 Announcements Reinforce Converging Trends
CES 2026 spotlights Hyundai Mobis, Qualcomm, and others driving converging trends that reshape the future of automotive innovation.
Insight: Q3 2025 Semiconductor Financials: AI-Led Growth Continues as Automotive Stabilizes
Q3 2025 semiconductor financials show rising revenues and strong foundry margins across IDMs, fabless, and OSAT players.
Kompanio 540 Challenges Intel’s N-Series in the Chromebook Race
MediaTek Kompanio 540 boosts Chromebook performance with Arm power, Cortex-A78 cores, LPDDR5, and Wi-Fi 7 support for fanless designs.
Insight: CES 2026: One-Two Punch of NVIDIA’s Alpamayo and Rubin Could Accelerate AV Deployment
NVIDIA unveils Rubin datacenter and Alpamayo VLA model at CES 2026, aiming to accelerate L4 autonomy with cloud-driven innovation.
Narrative: India Smartphone Shipments and Market Share by Model Q3 2025
India’s smartphone market thrives with fierce competition and top 200 bestsellers led by Vivo, Xiaomi, Apple, and Oppo brands.
Competitive Benchmarking Through Teardown Analysis
See how comprehensive teardown intelligence reveals competitor design choices, cost structures, and supply chains that shape your product strategy.
The 2026 Inflection Point: Navigating TechInsights’ Semiconductor Sustainability Predictions
As we enter 2026, the semiconductor industry is no longer just chasing performance; it is chasing a sustainable path forward. The AI explosion has shifted the stakes from theoretical roadmaps to immediate resource constraints.
Narrative: Smartphone Display Panel Market Share Q3 2025
Smartphone display revenues rise over 2% YoY as flexible OLED demand surges and Samsung leads Q3 with 51% share.
2026-01-07 - Reticles Demand H2 2025 Update
TechInsights' latest views on the worldwide demand for reticles, updated on a bi-annual basis.
2026-01-07 - Design Completions H2 2025 Update
TechInsights' latest views on worldwide design completions, updated on a bi-annual basis.
Semiconductor Analytics - January 7, 2025
Semiconductor sales climb YoY as weekly data signals strong momentum with Logic IC leading gains across key segments.
Insight: Private Robotaxis – Defeating the Purpose?
Tensor aims to challenge the robotaxi market by offering privately-owned L4 autonomous sedans, competing with Tesla’s FSD fleet.
The High-Stakes Race for Sustainable AI: Is HBM Stretching the Planet’s Limits?
HBM is becoming the backbone of AI, but its carbon and supply chain footprint is growing rapidly. Explore how surging demand for stacked memory is reshaping DRAM investment, straining wafer capacity, and multiplying emissions through complex packaging, yield loss, and duplicated fabs on carbon-intensive grids.
Tracker: Global Top 200 Smartphone Shipments, ASP, and Price Band by Model with Specs – Q3 2025
Discover the top 200 best-selling smartphones worldwide in Q3 2025, including shipment volumes and wholesale ASP in this tracker report.
The Semiconductor Industry's Trillion-Dollar Milestone: Four Years Ahead of Schedule
The semiconductor industry is about to achieve something that seemed years away: breaking through the $1 trillion revenue threshold in 2026, roughly four years earlier than most forecasts predicted. What changed? In a word: AI.
Insight: CES 2026 Reframes the Vehicle Compute Stack
CES 2026 accelerates AI-driven vehicle platforms—centralized compute, ADAS, and silicon value surge across fewer domains.
Insight: Afeela Casts Futuristic Vision of Immersive Entertainment, Questions Remain
Afeela EV pushes boundaries with immersive infotainment and autonomous ambitions—futuristic design meets bold innovation.
Narrative: Smartphone Apps Processor Market Tracker Q3 2025
This report tracks stand-alone and integrated smartphone applications processor unit shipments, revenue market share and ASPs for 18 chip vendors from Q1 2008 to Q2 2026.