Latest Blogs and Commentary
Industry Performance (TCI Graphics) – September 12, 2025
U.S. policy shifts and Nvidia’s Rubin CPX launch are reshaping the semiconductor industry, with data providing insights for effective supply chain management.
Substrate Processing Equipment Shipments
This report analyzes shipped units and ASPs for Critical subsystems across industries, focusing on substrate process equipment and market trends.
Substrate Processing Equipment Installed Base
This report analyzes the installed base units for Critical subsystems, detailing industry segments and equipment types for the substrate process market.
Substrate Processing Equipment Revenues Forecasts
This report analyzes semiconductor manufacturing equipment revenues, featuring data on over 160 companies, subsystems, and industry insights for informed decisions.
Chamber Shipments for Critical subsystems (CSUBs)
This report analyzes critical subsystems in various industries, focusing on chamber counts and tool types through extensive data and expert insights.
Summary - ADATA XPG MARS 980 STORM PCIe Gen5 Deep Dive Teardown
Get in-depth insights on the ADATA XPG MARS 980 STORM PCIe Gen5 SSD, featuring top specs, unique construction analysis, and benchmarking data.
Market Model: Wafer Cost and Pricing 2025 Q2
Access wafer production cost data for 17 IDMs and 4 foundries, segmented by wafer size and node, with updated energy pricing.
2025-09-24 - CSUBS Plasma RF 2024 Update
Explore subsystem focus reports on point of use abatement and RF power with in-depth market, customer, and application analysis.
Narrative: Global Smartwatch ASP and Revenue Forecast for 88 Countries: 2012 to 2030
Forecast global smartwatch ASPs and revenues across 88 countries from 2012–2030, with trends in growth, pricing, and regional impacts.
Market Data: Smartphone Memory Market Share Q2 2025
Explore Q2 2025 smartphone memory trends as revenues fell 15%, shipments slowed, and Samsung led with over 50% market share.
The Chip Insider®–ASML’s Mistral AI investment strategy
ASML buying into an AI company might seem odd on the surface. Let’s reverse engineer the strategy to reveal why the world’s leading semiconductor lithography manufacturer would make this investment.
2025-09-24 - Wireless Operator Performance Benchmarking Q2 2025
Track quarterly KPIs of 260+ operators covering 85% of global cellular subscriptions to benchmark performance and market health.
2025-09-23 - Analysis: Semiconductor equipment sales grow 5% in Q2 2025
Explore the WFE Market Share Database with quarterly and annual data across all segments, highlighting top suppliers and emerging players.
2025-09-23 - Solid CSUB Rebound: 1H 2025 Performance and 2026 Market Outlook
Access subsystem market summaries with insights on 160+ suppliers, key drivers, inventories, and materials like Si, SiC, and quartz.
2025-09-23 - Silicon Demand Forecast Summary Q3 2025 Update
Track global silicon demand with quarterly reports featuring history since 1983 and 5-year forecasts by wafer size, device type, and region.
Apple M3 ULTRA SoC Floorplan Quick Look Analysis
Explore the Digital Floorplan Quick Look (DFQ) of the Apple TMRH37 die from the M3 Ultra package, extracted from the Apple M3 Ultra desktop computer.
Apple iPhone Air Unboxing
The new Apple iPhone Air — Apple’s slimmest iPhone yet at 5.62 mm, featuring the A19 Pro processor, N1 connectivity chip, and updated C1X modem. Explore TechInsights’ ongoing analysis of the iPhone Air.
Analysis: WFE Forecast Overview
Get quarterly WFE Forecast reports with historical analysis and five-year outlooks across key segments.