Featured Report Analysis
Analysis: Google Expands Gemini for Home Globally
Google expands Gemini for Home to 16 new countries and 7 languages, extending generative AI smart home experiences beyond North America.
How EU Sustainability Rules Are Turning Carbon Data into a Supplier Deliverable in Semiconductor Supply Chains
Carbon data moves into procurement, as EU rules force semiconductor suppliers to provide decision‑ready product footprint evidence.
It Takes Two to Samba: Intel's Nova Partner for Heterogeneous Inference
Intel and SambaNova partner on AI inference, combining GPUs, RDUs, and Xeon CPUs in a heterogeneous design aimed at agentic AI workloads.
AlixLabs and VDL ETG Projects Announce MoU for APS Patterning Technology Industrialization
AlixLabs and VDL ETG partner to industrialize APS™ patterning, moving the technology from R&D to production‑ready tools for advanced fabs.
Narrative: Global Top 200 Smartphone Shipments, ASP, and Price Band by Model: Q4 2025
This report ranks the top 200 best‑selling smartphones in Q4 2025, covering shipments, wholesale ASPs, and price bands across 75% of the global market.
Analysis: Smartphone Display Panel Market Share Q4 2025
Smartphone display panel revenue grows 3% YoY in Q4 2025, led by premium flexible OLED demand, as Samsung Display tops share amid pricing pressure.
Skyworks PK3101B01 Power Amplifier Die (SKY520) Circuit Report
CircuitVision analyzes Skyworks’ PK3101B01 RF PA die from the SKY5 20 FEM, detailing RF signal paths and biasing from an iPhone 17 Pro Max.
Component Price Landscape Q1 2026
Q1 2026 forecast lifts chip sales growth to 67%, led by surging memory revenue and strong AI customer demand for DRAM, NAND, GPUs, and MCUs.
Advanced Packaging – Smartphone Processors
Smartphone APUs pack CPU, GPU, AI, and modems, driving new packaging approaches like PoP, fan‑out, FC‑BGA, and MCeP.
Semiconductor CAPEX Forecast
Global semiconductor capex is tracked from 2010, with quarterly updates, next‑year and five‑year forecasts by segment, company type, and region.
WFE Forecast
WFE forecasts deliver quarterly views of wafer‑fab equipment markets, tracking key segments and five‑year outlooks across lithography, CMP, Etch, and more.
Mobile RF Technology Roadmap
Q1 2026 Mobile RF Roadmap update highlights recent advances and previews new RF devices and technologies expected through Q2–Q3 2026.
Memory Cost Pressures: Motorola Reprices Moto G Portfolio
Motorola raises Moto G prices by $70–$100, lifting core models as higher memory costs pressure margins across the smartphone industry.
STMicroelectronics 56G812A1A Device Essentials Plus
ST’s 56G812A1A IR CMOS sensor from the iPhone 17 Pro Max is analyzed, detailing foundry identification and the sensor’s fabrication process.
Diverging Semiconductor Trends: IC Recovery Emerges as Cost and Supply Risks Resurface
Wafer pricing bottoms in 2025 with a 2026 recovery led by memory ICs, while pressure remains with Discrete/Power and SiC rising geopolitical cost risks.
ECCN Analysis - Huawei Mate 80 Pro
This compliance report reviews regulatory measures and goes in depth on the Huawei Mate 80 Pro smartphone features.
Semiconductor Analytics – April 8, 2026
Weekly semiconductor sales rise and stay up YoY, with DRAM’s 13‑week moving average also increasing as this platform tracks key chip segments.
Narrative: Baseband Processor Market Share Q4 2025- Clouds on the horizon as memory prices spike
Cellular baseband grows 3% YoY in Q4 2025, with 5G at 50% share, while revenue rises 8% as AI‑capable modem SoCs gain traction.