Latest Blogs and Commentary
Automotive Semiconductor Shifts & AI Workloads | TechInsights AWS Seminar
Join TechInsights on April 23 for an exclusive AWS automotive seminar exploring compute architecture shifts, semiconductor demand, and implications for AI workloads and cloud strategy.
Global AI Compute Power: Capability Meets Policy
Explore how global AI compute power is shaped by semiconductor capability, foundry capacity, and export controls in this TechInsights webinar.
Insight: China's AI Chip Challenge: Closing the Gap Without Cutting-Edge Manufacturing
Analysis explores whether China can build competitive AI accelerators as US‑China rivalry deepens and export controls limit access to advanced fabrication.
Insight: Why AI is rapidly rewriting the PSU BoM?
Report analyzes power shelf evolution toward three‑phase and high‑voltage designs, highlighting impacts on PSU topology, semiconductor content, and the resulting bill of materials.
Analysis: Order Activity Stabilizes After Slight Cooldown
TSMC lifted its 2026 outlook to 30%+ revenue growth with capex at the top of its $52–$56B range, driven by AI chip demand despite supply risks.
Global Handset Smartphone Feature Phone Sales Forecast for 88 Countries: 2007 to 2031
Global smartphone sales rose 0.7% to 1.17B in 2025, but higher prices cut the 2026 forecast to 1.10B before modest growth resumes.
Narrative: Global Smartglasses Sales Forecast for 88 Countries 2012-2031
Global smartglasses sales are forecast to grow 831% through 2031, with early pioneers active across North America, Europe, and Asia, while Apple looms.
Google, Gucci, and the Luxury Smart Glasses Question
Google’s smart glasses return with Android XR signals renewed mainstream ambition, including a rumored Gucci‑branded ultra‑luxury launch targeted for 2027.
Forecast: Global Smartglasses Sales for 88 Countries: 2012 to 2031
Global smartglasses sales are forecast to grow 831% through 2031, with early pioneers active across North America, Europe, and Asia.
Cerebras S-1, Episode Two: OpenAI and AWS Featured in a Widening Plot
Cerebras’ renewed S‑1 filing underscores its push into public markets, fueled by rapid revenue growth and major AI partnerships despite lingering risks.
Volvo Global Software Update Sets Stage for Google Gemini Rollout
Volvo Cars’ largest‑ever OTA update adds a revamped user interface and prepares vehicles for Google Gemini AI deployment in spring 2026.
Insight: Level 4 Start-Up Funding Contrasts with OEMs Pulling Out of Level 3
Billion‑dollar funding rounds for Waabi and Wayve signal rising investor confidence in Level 4 autonomy as OEMs step back from Level 3.
Teardown Updates – Q1 2025
Teardown Updates highlights Q1 findings across smartphones and wearables, featuring Galaxy Z TriFold, Vivo X300 Pro, Mate 80 Pro, and VR devices.
Insight: China, the Remaining Major Market for Level 3
China is the only major market testing L3 driving as a policy tool, while global OEMs abandon L3 and focus on L2+ vehicles and L4 robotaxis.
Insight: Flexible AI Factories as Strategic Grid Assets
Insight examines NVIDIA and Emerald AI utility partnerships, signaling a shift toward datacenters designed to flexibly interact with the electric grid.
Narrative: Tablet Market Share Q4 2025 – Replacement Cycle Goes Low, Memory Costs Go High
Q4 2025 tablet outlook shows slowing shipments, weaker underlying demand, and rising memory costs set to lift ASPs and accelerate volume decline.
Summary - Honor Magic8 Pro Air (LDY-AN00) Deep Dive Teardown
Deep Dive report dissects the ultra‑thin Honor Magic8 Pro Air with MediaTek Dimensity 9500, revealing system design, construction, and cost insights.
Honor Magic8 Pro Air (LDY-AN00) Deep Dive Teardown
Deep Dive report dissects the ultra‑thin Honor Magic8 Pro Air, a MediaTek Dimensity 9500 smartphone, revealing system design, construction, and cost insights.