Latest Blogs and Commentary
Insight: Image Sensor Market Surpasses US$22 Billion in 2024, Sony Achieves Market Leadership
Image sensor market grew 10% YoY in 2024, driven by mobile, auto, and computing demand. This insight covers key trends and application outlooks.
Insight: Inside NVIDIA’s 800V HVDC Ecosystem Play
This report delves into future datacenter design considerations and how NVIDIA is driving power innovations to realizing its Gigawatt-scale AI factory vision.
The Hidden Environmental Cost of Advanced AI Chips
As artificial intelligence accelerators grow more powerful to meet the demands of modern workloads, one consequence is generally accepted: These chips consume enormous amounts of energy during use.
India Smartphone Vendor and OS Marketshare: Q2 2025
Explore India’s Q2 2025 smartphone market—5% growth, top vendors, 5G trends, and shipment data from 2009 to 2025.
Narrative: China Smartphone Vendor and OS Marketshare: Q2 2025
Get insights on China’s smartphone market dip in Q2 2025. Trade tensions and subsidy shifts impacted growth, with Huawei leading a tightly contested vendor landscape.
Narrative: India Smartphone Vendor and OS Market Share: Q2 2025
Explore India’s smartphone market rebound in Q2 2025 with 5% YoY growth, Vivo leading, and 5G devices making up over 90% of shipments. Vendors ramp up ahead of the festive season.
Global Smartphone Market Grew 4% YoY by Shipments and Wholesale Revenue in Q2 2025
Smartphone shipments hit 300M units in Q2 2025, up 4% YoY. Revenue rose to $92.6B as ASP grew slightly. Samsung led the market, followed by Apple and Xiaomi.
Insight: US Datacenter Investments Get a Big Beautiful Boost, Drawing Near the $1 Trillion Datacenter Capex
US datacenter and AI investments soar under new legislation, with tax incentives and AI Action Plan pushing capex past $1T by 2028. Google ups plans by $10B.
Company Earnings: Q2 2025 KLA (FY Q4 2025)
These reports provide key takeaways about KLA's demand and supply from their quarterly earnings call.
Memory Pricing Report July 2025
This monthly report analyzes DRAM and NAND price trends across server, mobile, SSDs, and flash types—offering 3-month reviews and 1-year forecasts.
McClean Report July 2025: Semiconductor End-Market Trends and Forecast
The July McClean Report update introduces TechInsights' end-market dashboard with 5-year forecasts for key semiconductor applications by region and sector.
Semiconductor Analytics – July 30, 2025
Semiconductor sales held steady week-over-week but rose YoY for the week ending July 25, 2025. DRAM ICs led gains in TechInsights' weekly market data
Narrative: Semiconductor and Sensor Consumption Demand Forecast 2025 Q3
Explore how US tariffs impact the latest TechInsights Automotive Semiconductor Demand Forecast and what’s driving chip growth across key vehicle domains.
MI350 Series Marks AMD’s Push for a Larger Slice of AI
AMD datacenter GPU accelerator MI350 series delivers 4× AI compute and 35× inferencing gains, with CDNA 4 architecture and TSMC 3nm process.
Narrative: 2025 Q3 Global xEV Demand Outlook 2023 to 2032
This update analyzes Global xEV Demand and how US tariffs impact semiconductor and sensor growth across regions and EV powertrain types.
Micron B68S 2yyL 1 Tb TLC 3D NAND Internal Waveform Analysis
An analysis of the program, read, and erase waveforms for the Micron 2yyL 1 Tb TLC 3D NAND Flash device found on the Crucial P510 CT1000P510SSD8 SSD.
Samsung D1a EUV 24Gb DDR5 Memory Floorplan Analysis
Memory Floorplan Analysis of Samsung K4RHE086VP die from DDR5 RDIMM card reveals 4th-gen D1a stacked DRAM process insights.
Ultra Clean Technology Q2 2025 Earnings Summary
These reports provide key takeaways about Ultra Clean Technology's demand and supply from their quarterly earnings call.
