The semiconductor industry has faced a confusing sustainability landscape over the first half of the year. However, despite headwinds at a macro level, the semiconductor industry remains focused on progress towards sustainability goals.
AI strategy has reshaped the rivalry between NVIDIA, AMD, and Intel. Once expected to lead, Intel and AMD now trail as NVIDIA sets the pace. Discover the key business strategies behind this shift.
US chip fab plans take off: This year's pattern for chip makers to invest in the United States may seem to be new, but it was predicted earlier by TechInsights. Now it’s hard to keep up with.
The demand for DRAM is skyrocketing, fueled by AI's appetite for high-bandwidth memory (HBM). As the "big three" memory giants race to scale production over the next five years, the industry faces a critical juncture.
TechInsights confirms Huawei's Matebook Fold | Ultimate Design features the Kirin X90 SoC built on SMIC’s 7nm (N+2) process—debunking rumors of a breakthrough 5nm node.
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.
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.
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.
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.
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 restrictions on Huawei and SMIC signal major shifts in the semiconductor industry, affecting supply chains, foundry strategies, and market trends.
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