Latest Blogs and Commentary
Chokepoints and Dependencies: Examining the progress on China and U.S. AI dominance and semiconductor supply chain self-sufficiency
Explore the latest geopolitical developments impacting the semiconductor industry when dependencies are leverage points on the negotiation table
Etch Smarter: A New Frontier in Sustainable Chip Manufacturing
Uncover the environmental impact of plasma etch in semiconductors and explore innovative, sustainable solutions in our report on greener etching practices.
iPhone Air: Redefining Apple’s Wireless Strategy
Apple launches the iPhone Air with the C1X modem and N1 chip, boosting speed and efficiency while featuring a sleek design and vibrant color options.
Global Smartphone Market Q2 2025: Apple Leads as Shipments and Revenue Rise
Global smartphone shipments grew 4% YoY and wholesale revenue rose 3.8% in Q2 2025. Apple gained revenue share, Huawei led foldables, and Asia-Pacific drove growth.
The Chip Insider® – GlobalFoundries GTS25
Insights from the GlobalFoundries Technology Summit, highlighting innovation, geopolitics, and the new Hybrid Manufacturing Strategy for resilient growth.
Summary - Xiaomi AI Glasses (M2442G1) Deep Dive Teardown
Discover the Xiaomi AI Glasses, featuring Qualcomm Snapdragon AR1 and real-time translation, alongside a detailed product analysis by TechInsights.
Semiconductor Analytics – September 3, 2025
Track weekly semiconductor sales with year-over-year growth, DRAM IC gains, and insights across NAND, Logic, Analog & Power, and Auto segments.
Data: DRAM Market Report Q3 2025
Gain insights with this quarterly DRAM market report covering supply-demand dynamics, pricing, technology shifts, and key trends across all major segments.
Data: NAND Market Report Q3 2025
Explore NAND market trends with quarterly insights on suppliers, shares, shipments, revenue, pricing, and tech drivers.
HiSilicon Kirin 8020 - Hi62B0 Advanced Packaging Quick Look
Explore the HiSilicon Hi62B0 package in the Huawei Nova 14 Pro/Ultra, featuring FCBGA and advanced PoP memory technology in a compact design.
Company Earnings – Q2 2025 (Q2FY 2026) Nvidia
These reports provide key takeaways about Nvidia's demand and supply from their quarterly earnings call.
Tracker: Global Wearables Vendor Volume Share Q2 2025
Discover Q2 2025's global wearables growth as Apple, Huawei, and Samsung compete. Explore trends in smartwatches, fitness bands, and more.
Narrative: Smartphone Image Sensor Market Share Q2 2025
Smartphone image sensor market grew over 10% in Q2 2025, led by Sony at 51% share. High-resolution products and inventory buildup drove shipments.
Market Data: Smartphone Image Sensor Shipments by CIS Model with Specifications Q2 2025
Global smartphone image sensor market saw over 7% growth in Q2 2025, led by Samsung's ISOCELL JN series and a surge in high-resolution sensors.
Semiconductor Analytics – August 27, 2025
Semi sales were flat weekly but up annually as of August 22, 2025. This analysis covers total semiconductors across various key segments.
Canada Smartphone Vendor Marketshare by Operator: Q2 2025
Smartphone shipments in Canada declined in Q2 2025, with only one top vendor improving. Key players include Apple, Samsung, and Google.
Market Data: Baseband Processor Market Tracker Q2 2025
The global cellular baseband processor market grew 6% in Q2 2025, driven by 5G. Apple entered the market with its C1 processor.
NAND Equipment Sales Rebound, Yet Macro and Tariff Risks Cloud Outlook
Applied Materials Q3 FY2025 revenue reached $7.30B, up 8% YoY, driven by NAND equipment surge and complex China market dynamics.