Featured Report Analysis
2026-01-22 - Critical Subsystems Graphics.xlsx
Comprehensive supply chain data tracks equipment trends, inventories, fab utilization, and chip pricing for a full view of semiconductor dynamics.
Analysis: CES 2026 Wearables: AI, Computer Vision, and Health Tracking Take Center Stage
Discover key wearables trends from CES 2026, where smartglasses, AI-powered devices, smart rings, and digital health innovations took main stage the Las Vegas show floor.
Summary - Cosmo JrTrack5 JRTV5 Deep Dive Teardown
A deep dive teardown of the Cosmo JrTrack5 JRTV5, a cellular-enabled smartwatch.
Summary - Amazon Ring Wired Doorbell Pro 4K (5DFYA2) Deep Dive Teardown
A deep dive teardown into the Amazon Ring Wired Doorbell Pro 4K (Third Gen).
Insight: Honda 0, Afeela May Share More Than Thought, But How Much?
Afeela 1 and Honda 0 reveal shared hardware and E/E foundations, strengthening Sony Honda Mobility’s path to scalable EV launches.
Analysis: Utilization Rises and New Capacity Is Planned
AI demand keeps 8‑inch foundries running hot, setting up tighter supply and potential power and analog price gains in 2026.
Industry Performance (TCI Graphics) – January 15, 2026
Discover how surging prices and low supplies impact AI infrastructure demand. Access weekly, monthly, and yearly data to enhance supply chain management.
Analysis: CES 2026: Three Key Trends and Few Announcements
CES 2026 marked a significant return for smartphones, with major brands, chipmakers, memory suppliers, and ecosystem partners participating at the show.
Wafer Demand Forecast Overview: Q4 2025 Update
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by AI infrastructure growth and rising need for GPUs.
Narrative: Datacenter AI Accelerators Q3 2025 – Google’s AI Powerhouse Shines
AI processor and accelerator market hits $58B in Q3 2025 and is set to top $500B by 2028 on surging ASIC and GPU demand.
Narrative: Apple Captive Silicon Market Model Q3 2025
Apple’s captive silicon shipments jump 36% YoY in Q3 2025, fueled by new A-, M-, and modem chips across iPhone and beyond.
2026-01-15 - Semiconductor & Manufacturing Trends - January 2026
AI investment is fueling surging demand for HBM, advanced DRAM, GPUs, and leading-edge chips powering next-gen compute.
Microprocessor Report December 2025 Review
Explore Decembers tech highlights: 8 new devices launched and 1 new IP identified. Discover the key specifications and trends in our latest report.
Narrative: Global Handset Sales Forecast by 88 Countries and 19 Technologies 2003 to 2030
Discover the global handset sales forecast based of 88 countries and 19 technologies from 2003 to 2030.
Semiconductor Analytics - January 14, 2026
Semiconductor sales rise YoY as weekly data shows strong momentum with Analog and Power ICs leading the latest gains.
Insight: Qualcomm Accelerates AI Datacenter Strategy with Alphawave Semi Acquisition
Qualcomm boosts its datacenter push with Alphawave Semi, adding high-speed connectivity IP to power next-gen AI performance.
Insight: Automotive Semiconductor Inventory Continued to Normalize in Q3 2025
TechInsights reveals inventory trends for 11 automotive semiconductor suppliers, analyzing shifts, ratios, and supply-demand dynamics.
Wafer Demand Forecast - Q4 2025 Update
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by rapid AI infrastructure growth and rising need for GPUs and high-bandwidth memory in data centers.