Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Apple Set to Surpass Samsung as the Largest Smartphone Maker in 2025 for the First Time
Apple is set to surpass Samsung as the world’s largest smartphone maker in 2025. Key factors include aggressive pricing strategies, the launch of the iPhone SE (2025), technological innovations, and favorable macroeconomic conditions. Discover how Apple’s comprehensive approach positions it for historic growth while competitors face their own challenges.
Why the iPhone 16 Series Launch Is Crucial for Apple
Discover why the iPhone 16 series launch is crucial for Apple as it aims to compete in the AI smartphone market and secure its place among top industry leaders.
Hyperscalers & Cloud Providers Shaping AI with Custom ASICs
Discover how hyperscalers and cloud providers like Google, Amazon, and Facebook are revolutionizing AI with custom-built AI accelerator ASICs. Learn how this trend is optimizing performance, cutting costs, and reshaping the tech industry.
Global Fitness Band Market Forecast 2012-2029
Explore the shifting dynamics of the global fitness band market, including rising ASPs, regional trends, and future growth prospects amid increasing competition.
Global Smartphone Shipments Slow to 4% YoY Growth
Explore the global smartphone market trends in July 2024, with slowing growth in shipments and sales, inventory insights, and top brands like Samsung and Apple leading the market.
Smartwatch Market Rebounds: 4% Growth in Q2 2024 After Six Quarters of Decline
Discover how the global smartwatch market returned to growth in Q2 2024 after six quarters of decline, driven by brands like Garmin, Huawei, and Google.
Navigating the Future of Semiconductor Sustainability
Discover how the semiconductor industry is navigating sustainability challenges and opportunities, from advanced packaging to automotive electronics, chip manufacturing, and artificial intelligence.
The Looming Shadow of AI on Semiconductor Sustainability
Explore the environmental impact of AI on semiconductor sustainability in our latest blog, the second in a five-part series.
Apple iPhone 16 Release on September 9 with Debut of Generative AI iPhone
Discover in-depth analysis and insights on the latest Apple innovations, including the upcoming Apple iPhone 16. Log into TechInsights for all the details.
The Chip Insider®– Intel: Why you Shouldn't Write it off
Most of the world seems to have written Intel off after its recent earnings call. So, why not address the counter-question: Why should you not write it off?
Chiplets and Advanced Packaging: A Deep Dive into Industry Evolution and AI Integration
Discover how chiplets and advanced packaging are revolutionizing the semiconductor industry in our latest eBook. Explore key trends, industry leaders, and future innovations driving AI and performance advancements.
AMD’s Zen 5 Boosts Execution, Data Bandwidth
AMD’s latest flagship CPU adds resources and bandwidth for processing vector instructions and promises a significant instructions-per-cycle (IPC) increase of 16% compared with its predecessor, Zen 4.
The Role of Efficient Cores in Advanced Processors: Maximizing Performance
Learn how modern processors use diverse core designs to boost performance and efficiency. Explore the evolution from symmetric multiprocessing to advanced architectures like Arm's big.LITTLE and Intel's P/E cores for better performance and energy savings.
High Bandwidth Memory Is Key to China’s AI Ambition
In our latest analysis, we explore the intersection of artificial intelligence (AI), advanced packaging, and the ongoing trade tensions between the United States and China.
The Chip Observer (August Edition)
Explore how Intel's CPU warranty extensions, AMD's and NVIDIA's delays, and the CHIPS Act impact the semiconductor landscape. Discover the challenges facing OpenAI and Meta in AI regulation and leadership. Uncover the competitive race among Samsung, TSMC, and Intel in nanosheet and chiplet technology.
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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