Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
The Chip Insider®– A Tribute to Barry Rapozo
An industry sales legend is gone: Barry Rapozo passed on June 22, 2025, at the age of 80. Barry's career spanned many of the semiconductor equipment industry's icons, including IMS, GCA, KLA, and TEL, where he was instrumental in their growth and, in some cases, lack of it after he left
Semiconductor Sustainability: Six-Month 2025 Recap — From Clean Energy to Carbon Transparency
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.
The Chip Insider®–AI Strategies: AMD, Intel, and Nvidia.
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.
The Chip Insider®–US chip fab plans take off. NAND: This year’s sick man.
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.
DRAM's AI Boom and Sustainability: Navigating the Path to Sustainable Chip Manufacturing
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.
Huawei Matebook Fold Uses Kirin X90 Built on SMIC’s 7nm (N+2) Node
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.
Chip Observer June 2025
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.
US Tariffs and Taiwan Curbs Reshape Semiconductor Supply
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.
Google Pixel 9a Teardown: Tensor G4 Processor and Cost Analysis
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.
The Chip Insider®– AI in the Semiconductor Industry
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.
Impact of US-EU Tariff Threat on the Computing Market
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 Curbs on Huawei, SMIC: Semiconductor Impact
Taiwan’s export restrictions on Huawei and SMIC signal major shifts in the semiconductor industry, affecting supply chains, foundry strategies, and market trends.
Meta Quest 3s Teardown Reveals Cost-Optimized VR Design
TechInsights reveals how Meta reduced VR hardware costs with the Snapdragon XR2 Gen 2 in the Quest 3s.
Samsung S25 Edge: A Showcase of Slim Design and Strategic Engineering
Samsung's S25 Edge debuts at just 5.8 mm thick, highlighting premium design and engineering trade-offs.
TechInsights Mobile App: Your On-the-Go Semiconductor Intelligence Solution
Unlock semiconductor insights on the go with the TechInsights Mobile App. Get instant AI-powered answers, benchmark competitors, and guide product roadmaps from anywhere.
Broadcom Tomahawk 6: 102.4 Tbps Ethernet Switch for AI Data Centers
Broadcom unveils Tomahawk 6 with 102.4 Tbps bandwidth, CPO support, and AI-optimized routing. Learn how it’s shaping the future of AI networks.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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