Latest Blogs and Commentary
MWC 2024 - Huawei to Reveal Latest Tech and Red Cap Adapter
At the upcoming 2024 Mobile World Congress, Huawei is poised to showcase its latest advancements in mobile technology, leveraging cutting-edge HiSilicon processors and advanced process nodes.
China gaining ground in Mobile RF Front End technology despite restrictions
China gaining ground in Mobile RF Front End technology despite restrictions Explore Huawei Mate 60 Pro’s RF architecture and China’s growing strength in mobile RF technology. February 22, 2024 Live Webinar Watch On-Demand Now Is China closing the gap
IEA Forum Paves the Path for a Sustainable Future
The IEA Energy Innovation Forum in Paris, marking the IEA's 50th anniversary, was a key moment in the global push for sustainable energy, highlighting technology’s role in advancing a secure, sustainable, and affordable energy future.
DRAM Sales jumped 79% YoY the week ending Feb 16, 2024
Semiconductor sales were flat last week but were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA jumped a whopping 79% YoY last week. TechInsights forecasts DRAM IC sales will increase 46% to $78 billion in 2024.
MWC Video Series Part 6: Smartphones & Wearables Outlook
Step into the future of smartphones and wearables with Neil Mawston, Executive Director, Global Wireless Practice, and Yiwen Wu, Associate Research Director at TechInsights, in a discussion on why 2024 is hailed as the Year of the AI Smartphone.
The Chip Insider®– Sam Altman’s $7T play to save the semiconductor industry
You're likely familiar with Sam Altman’s endeavors to reshape the global semiconductor industry, a plan of unprecedented trillion-dollar scale. Let's explore some comparisons to put it in perspective.
Celebrating Lunar New Year with a Surge in End Demand
Semiconductor equipment order activity increased to 72 °F for the first time in 16 months. Most of the action is coming from the Compute, Mobile, and Memory markets as the end-market demand is recovering and inventories are getting back to balanced levels.
Semiconductor Sales were up 22% YoY the week ending Feb 09, 2024
Semiconductor sales increased 4% last week and were up 22% from this time last year. Zooming in on Auto IC, the 13-week MA increased 8% YoY last week. TechInsights forecasts Auto IC sales will increase 10% at $46 billion in 2024.
MWC Video Series Part 5: Automotive Outlook
Explore the evolving landscape of connected cars as Roger Lanctot, Director of Automotive Connected Mobility, and Greg Basich, Associate Director of Global Automotive at TechInsights, discuss the transformative impact of 5G technology.
Marvell Fills In Octeon 10
Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.
5th-Gen Xeon Goes to 64 Cores
Intel’s fifth-generation Xeon family shows solid performance improvements over the prior generation, but not enough to beat its nemesis on core count or performance.
MWC Video Series Part 4: Mobile Computing Outlook
Join David Watkins and Eric Smith as they present their predictions for mobile computing at Mobile World Congress 2024 in Barcelona.
Qualcomm SDR875
Unlock the power of mobile communication with Qualcomm's SDR875 transceiver in Samsung Galaxy S24 Ultra. Learn about its innovative features and impact in our preliminary analysis on the TechInsights Platform.
The Chip Insider® – SMEE: is it competitive? Decoding ASML names.
SMEE’s 193nm Immersion Tool: Is it competitive? Decoding ASML lithography tool names: Ever wonder if there was an easy way to decode ASML's scanner names into good-better-best categories?
Semiconductor Sales were up 24% YoY the week ending Feb 02, 2024
Semiconductor sales decreased 12% last week but were up 24% from this time last year. Zooming in on Analog & Power IC, the 13-week MA is trending lower and ended at -4% YoY last week. TechInsights forecasts Analog & Power IC sales will be flat in 2024 at $108 billion.
Cloud Investments are Sizzling Hot
Order activity for semiconductor equipment increased. Memory continues to lead in the recovery. The AI semiconductor chip fever shows no sign of cooling down. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.
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