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  1. Home

Latest Blogs and Commentary

5 Expectations for the Mobile Market in 2026

January 21, 2026

5 Expectations for the Mobile Market in 2026

Join TechInsights on Jan 5/6, 2026, for a free webinar on the top 5 mobile semiconductor market expectations. Explore AI adoption, hardware innovation, tariffs, BRIC market growth, and form-factor shifts.

5 Expectations for the Manufacturing Market in 2026

January 14, 2026

5 Expectations for the Manufacturing Market in 2026

Join TechInsights on Jan 14/15, 2026, for a free webinar exploring five key trends in semiconductor manufacturing, including AI-driven capacity, sustainability, glass substrates, and equipment growth.

2026 Sustainability Predictions

January 09, 2026

The 2026 Inflection Point: Navigating TechInsights’ Semiconductor Sustainability Predictions

As we enter 2026, the semiconductor industry is no longer just chasing performance; it is chasing a sustainable path forward. The AI explosion has shifted the stakes from theoretical roadmaps to immediate resource constraints.

January 08, 2026

Narrative: Smartphone Display Panel Market Share Q3 2025

Smartphone display revenues rise over 2% YoY as flexible OLED demand surges and Samsung leads Q3 with 51% share.

January 08, 2026

2026-01-07 - Reticles Demand H2 2025 Update

TechInsights' latest views on the worldwide demand for reticles, updated on a bi-annual basis.

January 08, 2026

2026-01-07 - Design Completions H2 2025 Update

TechInsights' latest views on worldwide design completions, updated on a bi-annual basis.

January 08, 2026

Semiconductor Analytics - January 7, 2025

Semiconductor sales climb YoY as weekly data signals strong momentum with Logic IC leading gains across key segments.

January 08, 2026

Insight: Private Robotaxis – Defeating the Purpose?

Tensor aims to challenge the robotaxi market by offering privately-owned L4 autonomous sedans, competing with Tesla’s FSD fleet.

Sustainable AI: Is HBM Stretching the Planet’s Limits

January 08, 2026

The High-Stakes Race for Sustainable AI: Is HBM Stretching the Planet’s Limits?

HBM is becoming the backbone of AI, but its carbon and supply chain footprint is growing rapidly. Explore how surging demand for stacked memory is reshaping DRAM investment, straining wafer capacity, and multiplying emissions through complex packaging, yield loss, and duplicated fabs on carbon-intensive grids.

January 08, 2026

Tracker: Global Top 200 Smartphone Shipments, ASP, and Price Band by Model with Specs – Q3 2025

Discover the top 200 best-selling smartphones worldwide in Q3 2025, including shipment volumes and wholesale ASP in this tracker report.

Outlook Summit Wrap-up Session

January 07, 2026

5 Top Expectations for the Semiconductor Industry in 2026

Discover the 5 Top Expectations for the Semiconductor Industry in 2026

January 07, 2026

Insight: CES 2026 Reframes the Vehicle Compute Stack

CES 2026 accelerates AI-driven vehicle platforms—centralized compute, ADAS, and silicon value surge across fewer domains.

January 07, 2026

Insight: Afeela Casts Futuristic Vision of Immersive Entertainment, Questions Remain

Afeela EV pushes boundaries with immersive infotainment and autonomous ambitions—futuristic design meets bold innovation.

January 07, 2026

Narrative: Smartphone Apps Processor Market Tracker Q3 2025

This report tracks stand-alone and integrated smartphone applications processor unit shipments, revenue market share and ASPs for 18 chip vendors from Q1 2008 to Q2 2026.

iPhone 17 Teardown Reveals Major STMicroelectronics IR Sensor Redesign

January 06, 2026

iPhone 17 Teardown Reveals Major STMicroelectronics IR Sensor Redesign

The iPhone 17 Pro Max introduces a major IR sensor redesign. See how STMicroelectronics’ new architecture reshapes biometric imaging.

December 31, 2025

Summary - Apple iPad Pro A3357 11-inch M5 Deep Dive Teardown

Discover the Apple iPad Pro 11-inch M5, featuring the Apple N1 wireless networking SoC.

December 30, 2025

Summary - Apple Airpods Pro 3 A3063 Deep Dive Teardown

Take a deep dive into the Apple Airpods Pro 3, in-ear earbuds featuring the advanced Apple H2 chip and a built-in heart monitor sensor.

December 30, 2025

Summary - Oppo Find X8 Ultra (PKJ110) Deep Dive Teardown

Oppo Find X8 Ultra elevates flagship design with Snapdragon 8 Elite giving better display, camera, and battery for ultimate performance.

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