In this edition of The Chip Observer we recap our monthly sister publication, unpacking the complex interplay of geopolitics and semiconductor strategy, with shifting U.S. tariffs and an uncertain future for the CHIPS Act creating turbulence across supply chains.

This recaps the key takeaways from the recent Mobile World Congress, 2025, focusing on how wireless technology is shaping the integration of AI. Explaining that while AI is being added to improve efficiency, it's not driving the change—wireless systems are. Topics include smart device design, network optimization, satellite connectivity, and long-range low-power solutions.

This episode is a recap of the published March Chip Observer Online Magazine, focusing The global tech landscape that is evolving rapidly, with massive investments shaping the future of AI and semiconductors, shifts in 5G modem challenges, and the EV market facing hurdles from tariffs and policy shifts, impacting automotive chip demand. As AI and chip innovations accelerate, geopolitical and economic factors continue to reshape the industry.

Many of our Analysts will be present at the congress this week, between March 3rd and March 6th, set to showcase groundbreaking innovations, from next-gen smartphones and AI-powered devices to advancements in 5 G, IoT, and sustainable technologies. We will probably also see a lot of focus on Privacy Implications of AI, as well as the growth of Non-Terrestrial Networks and Satellite Communications. This quick overview will serve as an entrypoint for the congress, allowing for further discussions and follow-ups over the coming weeks.

A recap of the published February Chip Observer Online Magazine, focusing on the evolving Foundry competitions and the ongoing Tariffs trade war. In this episode, we briefly discuss the development of new 2nm devices, reviewing shifting landscape of Foundry competitions, acknowledging the ongoing tariffs trade ever-evolving situation in respect to the semiconductor industry.

The wearables and home automation industry are undergoing an exciting shift, placing health, wellness, and user experiences at the heart of innovation, with a Transformative focus on personalized and proactive care. These advancements empower individuals of all ages to prioritize their well-being, with features like real-time health insights, tailored fitness programs, and environmental adjustments to optimize comfort and safety. This wave of technology not only enhances daily living but also fosters a culture of wellness, bringing smarter, healthier lifestyles within everyone's reach.

With a continued review of generative AI, focusing on the driving factors and growth and user adoptions within your everyday on devices. From your smartphone to your smart home. Is Gen. AI a need, or just a want? Is it cost effective, or is it just a gimmick?