Latest Blogs and Commentary
Analysis: CES 2026: Three Key Trends and Few Announcements
CES 2026 marked a significant return for smartphones, with major brands, chipmakers, memory suppliers, and ecosystem partners participating at the show.
Wafer Demand Forecast Overview: Q4 2025 Update
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by AI infrastructure growth and rising need for GPUs.
Narrative: Datacenter AI Accelerators Q3 2025 – Google’s AI Powerhouse Shines
AI processor and accelerator market hits $58B in Q3 2025 and is set to top $500B by 2028 on surging ASIC and GPU demand.
Narrative: Apple Captive Silicon Market Model Q3 2025
Apple’s captive silicon shipments jump 36% YoY in Q3 2025, fueled by new A-, M-, and modem chips across iPhone and beyond.
2026-01-15 - Semiconductor & Manufacturing Trends - January 2026
AI investment is fueling surging demand for HBM, advanced DRAM, GPUs, and leading-edge chips powering next-gen compute.
Microprocessor Report December 2025 Review
Explore Decembers tech highlights: 8 new devices launched and 1 new IP identified. Discover the key specifications and trends in our latest report.
Narrative: Global Handset Sales Forecast by 88 Countries and 19 Technologies 2003 to 2030
Discover the global handset sales forecast based of 88 countries and 19 technologies from 2003 to 2030.
Semiconductor Analytics - January 14, 2026
Semiconductor sales rise YoY as weekly data shows strong momentum with Analog and Power ICs leading the latest gains.
Insight: Qualcomm Accelerates AI Datacenter Strategy with Alphawave Semi Acquisition
Qualcomm boosts its datacenter push with Alphawave Semi, adding high-speed connectivity IP to power next-gen AI performance.
5 Expectations for the Manufacturing Market in 2026
TSMC’s 2nm production scale-up, China’s export control and emissions challenges- what’s next for manufacturing.
Beyond Device Comparison: Competitive Benchmarking for Strategic Product Decisions
This white paper demonstrates how teardown-based competitive benchmarking helps product manufacturers make smarter product, sourcing, and roadmap decisions.
The Chip Insider® – The Chip Insider's Strategic Forecast for 2026
Explore the strategic forecast for 2026: macroeconomic dynamics, geopolitical impacts, and surprise elements influencing forecasts.
Insight: Automotive Semiconductor Inventory Continued to Normalize in Q3 2025
TechInsights reveals inventory trends for 11 automotive semiconductor suppliers, analyzing shifts, ratios, and supply-demand dynamics.
Wafer Demand Forecast - Q4 2025 Update
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by rapid AI infrastructure growth and rising need for GPUs and high-bandwidth memory in data centers.
Analysis: Capex Rises to Meet Demand
In this first update of CY 2026, we assess the outlook for AI-driven growth heading into the new year. This report accompanies the Industry Performance Data Table.
Tracker: China Smartphone Shipments & Market Share by Model – Q3 2025
Uncover the top 100 best-selling smartphone models in China for Q3 2025. Explore the success behind leading brands like Apple, Honor, Oppo, Vivo, Xiaomi, and more in the world’s largest smartphone market.
Tracker: India Smartphone Shipments and Market Share by Model – Q3 2025
India’s smartphone market surges with top 200 bestsellers led by Xiaomi, Apple, Oppo, Vivo and rising local players like Lava.
AI at TechInsights: Dec 2025 Review
December AI highlights include NVIDIA’s $20B Groq deal, Intel partnership, Micron HBM surge, and deep dives on MI350X and Jetson T5000.