Latest Blogs and Commentary
Company Earnings: Q2 2025 TSMC
TSMC Q2 2025 revenue rose 18% QoQ on strong 3nm and 5nm demand, despite FX headwinds. Key supply and demand insights from the earnings call.
Qualcomm Snapdragon AR2 Gen 1 Floorplan Quick Look Analysis
Teardown of the Snapdragon AR2 Gen 1 chip reveals TSMC 6nm N6 process and 14 metal layers in AR glasses from NTT DoCoMo.
China Smartphone Vendor and OS Marketshare: Q2 2025
Explore how trade tensions and subsidy shifts impacted China’s smartphone market in Q2 2025, as Huawei leads a highly consolidated top six capturing 96% of total volume.
Global Smartphone Top 100+ Microvendors Market Share: Q2 2025
Discover how microvendors are reshaping regional markets—our Q2 2025 analysis reveals growth pockets and consolidation trends in the global smartphone landscape.
Narrative: Global Smartphone Microvendor Vendor Share: Q2 2025
Discover how microvendors are reshaping regional markets—our Q2 2025 analysis reveals growth pockets and consolidation trends in the global smartphone landscape.
Mobile & PC Packaging Evolution
Discover how chiplets are reshaping PCs—and why mobile devices could be next.
Qualcomm Snapdragon Ride Platform (SA8650P) Floorplan Quick Look Analysis
Explore the Qualcomm SA8650P—our floorplan analysis highlights Oryon CPUs, Adreno GPUs, and Hexagon NPUs on Samsung’s 5nm FinFET process.
Chip Observer July 2025
Explore the latest trends in the semiconductor industry, including the rise of silicon photonics, edge AI chip impact, and advanced packaging innovations, with expert insights and forecasts.
Company Earnings: Q2 2025 Lam Research
Get key insights from Lam Research’s Q2 2025 earnings call, covering demand trends, supply updates, and strategic outlook in the semiconductor equipment market.
Narrative: AR Headset Forecast 2013-2030
Track the AR headset market’s path to $3.3B by 2030—get insights by device type, price tier, region, and the shift toward consumer adoption.
Insight: Powering EVs through Tariffs, Trade, and Technology
Understand how trade policy, tech scaling, and sustainability are reshaping EV batteries—key takeaways from the 2025 Battery Cells & Systems Expo.
Forecast: 2025 Q3 Automotive Sensor Demand 2023 to 2032
US auto sensor market forecast (2024–2029) shows 3.4–4.4% CAGR, driven by sensor content per vehicle and shaped by tariff scenarios.
Solving Semiconductor Sourcing Challenges in the EV Industry
Discover how a leading EV manufacturer used TechInsights' Semiconductor Manufacturing Economics (SME) to reduce chip costs, benchmark suppliers, and strengthen negotiation strategies. Learn how SME can support your sourcing decisions.
Insight: Battery Technology Frontiers for Performance, Design, and Lifecycle Strategies
Discover the battery innovations shaping EV markets—see how new chemistries, vertical integration, and supply chain shifts are redefining the future of energy storage.
iPhone 16 Pro vs. Pixel 9a – A Technical and Market Comparison
Explore the key differences between the iPhone 16 Pro and Pixel 9a, from processor cost and camera setup to display, pricing, and market share. Powered by TechInsights Insightful Chat.
Semiconductor Analytics – July 23, 2025
Weekly semiconductor sales steady with yearly growth as of July 18, 2025. Auto IC sales declined YoY. Covers DRAM, NAND, Logic, Analog & Power segments.
Exploratory Analysis: Nano-Pillar Structures from Samsung JNP, and their Fabrication Materials
Samsung’s JNP image sensor debuts Nanoprism tech, boosting light capture. TechInsights analyzes its mobile-first metaphotonics micro-lens array.
Analysis: Automotive at MWC Shanghai 2025 – Chinese Players Dominate in Semiconductors, eSIM, and In-vehicle Software and Hardware Integration
MWC Shanghai 2025 spotlighted EVs, AI, and robotics. TechInsights reports key auto semiconductor, eSIM, and in-vehicle tech trends from the event.
