Latest Blogs and Commentary
The Chip Insider®–AI Strategies: AMD, Intel, and Nvidia.
AI strategy has reshaped the rivalry between NVIDIA, AMD, and Intel. Once expected to lead, Intel and AMD now trail as NVIDIA sets the pace. Discover the key business strategies behind this shift.
Insight: Near-Term EV Retreat Doesn't Change Longer-Term EV Trajectory
OEMs revisit ICE options amid policy shifts and EV sentiment, but long-term BEV growth remains strong. Explore xEV forecasts and product insights through 2032.
Analysis: Electric Vehicle Battery Technology – New chemistries, regional recycling, and other developments
Explore breakthrough battery tech beyond lithium-ion: silicon anodes, sodium-ion cost cuts, and emerging chemistries driving next-gen energy solutions.
2025-06-26 - CAPEX Forecast Q2 2025
TechInsights reports on global semiconductor capex from 2010 with forecasts by segment and region. Stay informed, access the latest quarterly update.
MICRON Q2 2025 Earnings Summary (Q3 FY 2025)
These reports provide key takeaways about Micron's demand and supply from their quarterly earnings call.
Market Model: Semiconductor Company Quarterly Financials IDM, Fabless, Foundry, OSAT 2025 Q1
Explore financial data for 34 key public semiconductor companies tied to the auto sector, including revenue, margins, and estimated automotive sales.
Industry Performance (TCI Graphics) – June 25, 2025
June update: AI boosts semiconductor growth, but Capex and equipment sales slow amid global uncertainty. Dive into the full supply chain analysis.
Onsemi AF0130 i-ToF Device Essentials Folder
Discover the onsemi AF0130: a 1.2MP i-ToF global shutter BI CMOS sensor for depth sensing at 850nm and 940nm NIR. Dive into the full analysis.
SmartSens SC550XS Device Essentials Folder
Discover the SmartSens SC550XS: a 50MP stacked BI CMOS sensor with 1.0µm pixels, night vision tech, and all-direction AF. Dive into the full analysis.
Xiaomi Xring 01 SoC Floorplan Analysis
Explore the Xiaomi Xring O1 chip, built on TSMC’s N3E node with 10-core CPU & 16-core GPU. See full teardown, layout, and cost analysis.
Semiconductor Analytics - June 24, 2025
Semiconductor sales rose YoY for the week ending June 20, 2025. Get weekly trends across DRAM, NAND, Logic, Analog, Auto, and more in our analysis.
Narrative: Global Smartphone Monthly Shipments (Sell In), Sales (Sell Through) and Inventory Variance by Vendor: May 2025
Global smartphone shipments fell 2% YoY in May 2025, while sales rose 2%. See trends by vendor and inventory insights from 2016–2025 in our report.
EV Group White Paper
See how EV Group secured its 13th Triple Crown win — learn how it increased Overall Value and led in partnering among top customer service–focused semiconductor suppliers.
2025-06-24 - Silicon Demand Forecast Summary Q2 2025 Update
Quarterly forecast of global silicon demand by wafer size, device type, linewidth, and region. Covering trends from 1983 with a 5-year outlook.
Narrative: Global Cellular Smartwatch Vendor Volume Share Q1 2025
Cellular smartwatch shipments fell in Q1 2025 amid economic uncertainty. Track smartwatch vendor share, trends, and top players like Apple and Samsung.
Tracker: Global Cellular Smartwatch Vendor Market Share Q1 2025
Track smartwatch vendor performance in the declining cellular smartwatch market—Q1 2025 data highlights shipments, market share, and top OEMs.
Narrative: Datacenter Server Market Q1 2025
Explore key trends in the datacenter server market. This summary highlights OEM and ODM performance from the Datacenter Server Market Data Report.
Smartphone Vendor Market Share for 60 Countries: Q1 2025
Track the smartphone market across 60 key countries in Q1 2025—featuring vendor performance, shipment share, and growth insights led by Apple and Samsung.
