Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
The Chip Insider®–SPIE ALP- Are there no more wavelengths?
Discover how ALP’s 50th anniversary reignited the Moore’s Law debate, questioning EUV’s limits as B‑EUV, IBM, and new alliances push scaling forward.
The Hidden Cost of 'Pro’: Is Your Smartphone’s Carbon Footprint Bigger Than You Think?
A recent TechInsights analysis of the Apple iPhone 17 and Google Pixel 10 shows that their embodied carbon footprints reveal drastic differences in environmental impact.
The Credibility Challenge in Capital Equipment Market Narratives
The Credibility Challenge in Capital Equipment Market Narratives 5 Min Read March, 18 2026 The Data Behind Your Market Narrative Is Being Scrutinized. Is It Holding Up? Here is a scenario that will be familiar to many capital equipment marketing
The Credibility Challenge in Capital Equipment Marketing
The Credibility Challenge in Capital Equipment Marketing How Capital Equipment Teams Build Market Narratives That Hold Up to Scrutiny 10 Min Read March 18, 2026 Marketing, product, and strategy teams in the semiconductor capital equipment industry
The Chip Insider®–Cyclical History of the Semiconductor Industry
Explore what today’s risks signal for chips, from war and a surge in oil prices to silicon cycles shaped by demand swings and past downturns.
The Chip Insider®–Vision is not engineering. Lessons from Gary Dickerson, Ajit Manocha, and Pat Gelsinger.
Explore how visionary leadership shapes the semiconductor landscape, from expansive AI-era forecasts to trillion‑dollar industry horizons—and the tactical missteps that show why vision must inspire, not overwhelm.
The AI PC Transition: Why Your 'Green’ Upgrade Might Have a Hidden Carbon Bill
The "AI PC" has evolved from a marketing buzzword into a procurement requirement, but what impact does this shift have on carbon footprints?
TechInsights at MWC 2026: Inside the Technologies Powering Next‑Gen Mobile Innovation
Mobile innovation moves fast. At Mobile World Congress 2026, TechInsights analysts are on the ground delivering deep technical, competitive, and market intelligence you won’t find in press releases.
Supreme Court Strikes Down IEEPA Tariffs | Semiconductor Impact
The Supreme Court invalidates IEEPA tariffs as the U.S.-Taiwan trade deal reshapes semiconductor import policy. Read the TechInsights report.
NVIDIA Vera Rubin: Solving the Memory Bottleneck in Large-Context AI Inference
NVIDIA Vera Rubin tackles the AI inference memory bottleneck with BlueField-4, rack-scale CPU-GPU design, and optimized KV cache for large-context LLMs.
Chip Observer: CES 2026, AI Power Plays, and a $48B M&A Surge
CES 2026 semiconductor news: AI PCs, Snapdragon X2 Elite, $48B in M&A, ZAM memory, and a 2026 forecast projecting a $1 trillion chip market.
Beyond Cost Estimates: Why Teardown Analysis Is Your Cost Optimization Advantage
Learn how teardown analysis reveals competitor cost-to-feature strategies and gives manufacturers the evidence they need to optimize costs with confidence.
The Chip Insider®–TSMC's N2 Production Launch
Discover how TSMC’s N2 uses GAA and sets up the jump to A16, staying strong against Intel 18A while Samsung takes bigger risks to catch up.
The Chip Insider®–ASML Spin-off: Worst or Best Board Decision Ever
Discover how Philips’ 1984 ASML spin‑off created a pressure‑driven innovator that reshaped chipmaking and became Europe’s most valuable tech company.
Intel Panther Lake on Intel 18A: Strategic & Geopolitical Analysis
Explore Intel Panther Lake on Intel 18A, examining advanced-node execution, IDM 2.0 credibility, and strategic implications for the global semiconductor ecosystem.
The Chip Insider®–One-China: Unification with Taiwan 2027
Explore why 2027 is seen as a key window for China on Taiwan, shaped by economic strain, military readiness, and fast‑moving tech races.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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