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Latest Blogs and Commentary

Outlook Summit Wrap-up Session

February 04, 2026

5 Top Expectations for the Semiconductor Industry in 2026

Join TechInsights on Feb 4/5, 2026 for a free webinar exploring five key trends in the Semiconductor Industry for 2026- from AI architectures and next-generation power semiconductors to foundry competition.

January 29, 2026

Summary - Xiaomi Smart Door Lock 4 Pro (XMZNMST01ZY) Deep Dive Teardown

A deep dive report of the Xiaomi Smart Door Lock 4 Pro, looking at its construction, benchmarking, and cost data.

January 29, 2026

Value Share: Global Smartphone and Handset Vendor ASP and Revenue Share by region: Q3 2025

Q3 2025 smartphone revenues and ASPs reveal vendor pricing power and financial health across regions, backed by deep historical data.

January 29, 2026

Summary - Oppo Find X9 (PLJ110) Survey Plus Teardown

This Survey Plus Report (SPT) looks at device observations, analysis summary, and more of the The Oppo Find X9.

January 29, 2026

Summary - Samsung Galaxy A07 4G (SM-A075F) Survey Plus Teardown

This Survey Plus Report (SPT) looks at device observations, analysis summary, and more of the Samsung Galaxy A07 4G.

January 29, 2026

2026-01-28 - Company Earnings: Q4 2025 Lam Research

2026-01-28 - Company Earnings: Q4 2025 Lam Research 2 Min Read January 29, 2026 These reports provide key takeaways about Lam Research's demand and supply from their quarterly earnings call. This summary outlines the analysis* found on the

January 29, 2026

Narrative: Global Smartwatch Vendor and OS Value Share by Price-Tier Q3 2025

Discover the latest trends in the global smartwatch market with our Q3 2025 report. Track smartwatch revenue share, as Apple dominates the quarter with 50% of market revenue. Analyze global smartwatch revenues, prices, and price bands from 2013 to Q3 2025.

January 29, 2026

Semiconductor Analytics - January 28, 2026

Weekly semiconductor sales trend higher as DRAM strengthens YoY, with data tracking momentum across IC segments from memory to auto.

January 29, 2026

2026-01-28 - Company Earnings: Q4 2025 ASML

Key insights on ASML's demand and supply from their quarterly earnings call.

January 29, 2026

Market Data: Smartphone Image Sensor Market Forecast 2026-2031

Smartphone CIS demand accelerates as advanced sensing lifts the market past $20B, driving growth across imaging and 3D sensing segments.

January 28, 2026

HiSilicon Kirin 9030 Pro (SMIC 7nm N+3) Huawei Mate 80 Series Floorplan Analysis

Floorplan analysis of the Hi36D0-GFCV100_die found inside the HiSilicon Hi36D0-GFCV100 package.

January 28, 2026

Analysis: Inventories Crater to Near Record Lows

AI‑driven demand tightens supply entering 2026, as added capacity can’t keep pace and data tracks pressure across weekly to yearly views.

January 28, 2026

Industry Performance (TCI Graphics) – January 26, 2026

AI‑driven demand keeps supply tight entering 2026, with new capacity unable to catch rising needs as data tracks trends across all timeframes.

January 28, 2026

Insight: Bouygues Telecom Launches the First Set-Top Box Equipped with an NPU for AI-Enabled Applications

French telecom operator Bouygues sets new stardard with first NPU-powered, Thread/Matter-compatible set-top box from a major European telecom operator.

January 28, 2026

Meta Innovates in Data Processing for AR Glasses

Meta innovates in data processing for their Orion AR glasses and provide information on progress toward full AR capability including specialized SoC.

January 28, 2026

Market Data: Tablet AP Market Tracker - Q3 2025

The global tablet applications processor market revenue fell in Q3 2025, as Apple iPad Apps Processors (A-series and M-Series) dominated with 59% revenue. This report includes unit shipments, revenue market share, and forecasts.

January 28, 2026

Insight: Why Micron’s Singapore NAND Expansion Marks a New Phase of Capacity Planning

Micron’s $24B Singapore expansion shores up NAND output through complex node shifts, restoring flexibility as capacity planning pivots beyond DRAM.

Sustainability Webinar

January 27, 2026

Confidence in Every Carbon Calculation: How Third-Party Assurance Strengthens Trust in Reporting

As sustainability expectations rise across the semiconductor and electronics value chain, confidence in carbon data is no longer optional. Join TechInsights and the Carbon Trust for an exclusive webinar to discuss the value of third-party assurance for creating trust in reported data across the partner value chain.

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