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Latest Blogs and Commentary

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

MICRON Q2 2025 Earnings Summary (Q3 FY 2025)

These reports provide key takeaways about Micron's demand and supply from their quarterly earnings call.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 30, 2025

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.

June 27, 2025

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.

June 27, 2025

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.

June 27, 2025

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.

June 27, 2025

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.

June 27, 2025

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.

June 27, 2025

Analysis: Scanner & Stepper shipments projected to increase in 2025

Comprehensive forecast of WFE Scanner shipments by lithography type, combining financial reports, supplier feedback, and independent market analysis.

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