Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Winners of the 2025 Global Semiconductor Supplier Awards Announced
Each year since 1988 TechInsights have published the results of their annual Customer Satisfaction Survey resulting in the winners of the Global Semiconductor Suppliers Awards.
The Chip Insider®– China's EUV "DeepSeek Moment”
Discover why China’s EUV progress is being called a “DeepSeek moment” and what it reveals about the tech gap with the West in this week’s Chip Insider®.
Chips, China, and Consequences: Navigating the Impact of Trump's Technology Tariffs
Explore how U.S. technology tariffs are reshaping global chip markets in Chips, China, and Consequences, an exclusive TechInsights eBook. Available only on the TechInsights Platform.
The Chip Insider®– Intel Direct Connect 2025: Lip-Bu Tan’s Strategy for Intel
The biggest change since last year’s Direct Connect is that Intel has gone from knowing what a foundry is to comprehending how to be a foundry.
The Chip Insider®– TSMC 2025 Technology Symposium
Some conferences mark major industry shifts. To grasp what’s next, we must first survey how the strategic landscape has fundamentally changed.
Maximize Wafer Efficiency with TechInsights’ Die Calculator
The Die Calculator from TechInsights empowers engineers, procurement specialists, and finance teams with the insights they need to understand die utilization and yield with confidence.
Earth Day 2025: A Progress Report on Sustainable Semiconductor Manufacturing
Can the chip industry scale innovation and sustainability? Discover the current state of green tech in one of the world’s most energy-intensive sectors.
The Chip Insider®– Forecasting the Unforecastable
Tariffs disrupt forecasts as central banks and tech firms step back. Still, forecasting remains vital for navigating semiconductor market volatility.
TechInsights Tariff Watch
Stay ahead of the curve with TechInsights Tariff Watch, your go-to resource for timely and in-depth analysis on the shifting landscape of tariffs and their impact on the tech industry.
TechInsights Appoints Dan Kim as Chief Strategy Officer
TechInsights has announced the appointment of Dan Kim as its new chief strategy officer, effective April 21, 2025. In this new role, Kim will lead TechInsights’ strategy and engagement with corporate and government customers across the Americas, Europe, and Asia.
How U.S. and China Tariffs Are Reshaping the iPhone and Smartphone Industry
Tariff hikes disrupt smartphone supply chains. TechInsights reveals iPhone cost insights, highlighting challenges of moving production to the U.S.
Chip Observer April 2025
Explore the April 2025 issue of Chip Observer for expert analysis on Trump-era tariffs, AI megadeals, 2nm breakthroughs, semiconductor company rankings, and Ericsson’s 5G strategy—all in one concise industry intelligence report.
Unlock the Future of Advanced Packaging: A Deep Dive into Hybrid Bonding
Discover how hybrid bonding is revolutionizing semiconductor packaging and driving the future of high-performance, low-power devices.
TechInsights’ NVIDIA HGX B200 Analysis Reveals HBM3E Supplier and Advanced Packaging Innovation
Explore TechInsights’ early analysis of NVIDIA’s HGX B200 AI accelerator, revealing SK hynix as the HBM3E supplier and showcasing the first commercial use of TSMC’s CoWoS-L packaging.
Majority of Emissions from Semiconductor Manufacturing Come from the Fabrication of Die
Semiconductor manufacturing is highly carbon-intensive, with wafer fabrication producing the majority of emissions compared to packaging.
The Chip Insider®–US/Taiwan cost differences, Trump’s Tariff Day impact
Analyzing US vs. Taiwan chip manufacturing costs, with insights on strategic vs. tactical pricing and the effects of Trump-era tariffs.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
*Subscribers get exclusive access to additional details and annotated images.
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