Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
TechInsights Appoints Dan Kim as Chief Strategy Officer
TechInsights has announced the appointment of Dan Kim as its new chief strategy officer, effective April 21, 2025. In this new role, Kim will lead TechInsights’ strategy and engagement with corporate and government customers across the Americas, Europe, and Asia.
How U.S. and China Tariffs Are Reshaping the iPhone and Smartphone Industry
Tariff hikes disrupt smartphone supply chains. TechInsights reveals iPhone cost insights, highlighting challenges of moving production to the U.S.
Chip Observer April 2025
Explore the April 2025 issue of Chip Observer for expert analysis on Trump-era tariffs, AI megadeals, 2nm breakthroughs, semiconductor company rankings, and Ericsson’s 5G strategy—all in one concise industry intelligence report.
Unlock the Future of Advanced Packaging: A Deep Dive into Hybrid Bonding
Discover how hybrid bonding is revolutionizing semiconductor packaging and driving the future of high-performance, low-power devices.
TechInsights’ NVIDIA HGX B200 Analysis Reveals HBM3E Supplier and Advanced Packaging Innovation
Explore TechInsights’ early analysis of NVIDIA’s HGX B200 AI accelerator, revealing SK hynix as the HBM3E supplier and showcasing the first commercial use of TSMC’s CoWoS-L packaging.
Majority of Emissions from Semiconductor Manufacturing Come from the Fabrication of Die
Semiconductor manufacturing is highly carbon-intensive, with wafer fabrication producing the majority of emissions compared to packaging.
The Chip Insider®–US/Taiwan cost differences, Trump’s Tariff Day impact
Analyzing US vs. Taiwan chip manufacturing costs, with insights on strategic vs. tactical pricing and the effects of Trump-era tariffs.
Inside Blackwell: The Secrets Powering NVIDIA’s AI Supremacy
Discover the secrets inside NVIDIA Blackwell B200. TechInsights reveals exclusive insights into its architecture, packaging, and HBM3e memory.
Impact On Semiconductor Manufacturing Emissions Vary By Region
Scope 2 emissions dominate semiconductor manufacturing. See how location impacts emissions and explore regional differences for a greener footprint.
Rethinking Water Use: Sustainable Tech and Operational Efficiency in Semiconductor Fabrication
Discover how the semiconductor industry is tackling water scarcity with advanced recycling, sustainable tech, and efficient water management. Learn how companies like TSMC and Intel are striving for water positivity while balancing innovation and environmental responsibility.
The Chip Insider®– Lip Bu Tan’s Intel Challenge
This edition of the Chip Insider® explores Intel’s struggle to balance innovation and bureaucracy and the challenges awaiting Lip Bu Tan as he assumes leadership.
Regional Semiconductor Manufacturing Emissions Rise Will Be Lead By Asia
Analyzing semiconductor manufacturing emissions by region, with forecasts showing Asia leading in emissions from 2023 to 2025. Explore the industry impact.
The Chip Insider®– TSMC’s True Cost: Arizona versus Taiwan.
This edition of the Chip Insider® explores TSMC's $100B US investment and the cost differences of manufacturing in Arizona vs. Taiwan. See what it means for the industry.
Silicon Trends and Carbon Footprints
A look into the year-over-year growth of silicon shipments and semiconductor carbon emissions.
The Persistent Shadow of PFAS: A Green Tech Challenge for the Semiconductor Industry
Gain insight into how the semiconductor industry is tackling the PFAS challenge in manufacturing. Explore regulatory shifts, industry efforts, and the path toward sustainable alternatives.
The Chip Insider®–Trump’s Semiconductor Strategy
This edition of the Chip Insider® breaks down Trump’s semiconductor strategy, focusing on tariffs, TSMC, and its impact on U.S. chip policy.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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