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Latest Blogs and Commentary

October 27, 2025

Global Wearables Vendor Value Share Q2 2025

Global wearable revenues grew 1.6% YoY in Q2 2025, fueled by smartwatches, smartglasses, and smart rings, with Apple leading the market in value.

October 27, 2025

Industry Performance (TCI Graphics) – October 15, 2025

TSMC's Q3 results reflect robust AI-driven demand, emphasizing the growth of AI infrastructure and providing critical insights for supply chain management.

October 27, 2025

How Changing Vehicle Architectures Will Impact ADAS and Automated Driving

The automotive industry is shifting to centralized computing, impacting the ADAS market. Demand for Level 2 systems will drive growth through 2035.

October 24, 2025

Summary - Timekettle W4 Pro Deep Dive Teardown

Explore the Timekettle W4 Pro open-ear earbuds in this Deep Dive report featuring detailed disassembly, cost, and design analysis of its offline and AI-powered translation capabilities.

October 24, 2025

Semiconductor Sales Upgraded Despite Unit Downgrades: High-Value Tech Remains Resilient Amid Macro Headwinds (October Update)

Discover how rising demand for advanced AI chips is driving revenue growth beyond shipment volumes.

October 23, 2025

Tecno Pova Curve 5G (LJ8k) Survey Plus Teardown

Dive into the features of the Tecno Pova Curve, including its MediaTek Dimensity 7300 Ultimate and in-depth IC analysis. Read the full report for insights.

October 23, 2025

ASUS ROG Strix GS7 Magic Box (BE7200) Deep Dive Teardown

Uncover the secrets of the ASUS ROG Strix GS7 Magic Box with our in-depth analysis, featuring detailed insights, benchmarks, and unique construction data.

October 23, 2025

Renesas Motor Control MCU Integrates Cortex-M85, MRAM

Explore Renesas RA8T2 microcontrollers with a 1 GHz Cortex-M85 core and embedded MRAM, engineered for precise, high-end motor control and advanced industrial networking.

October 23, 2025

Semiconductor Analytics – October 22, 2025

Track weekly semiconductor sales trends with data showing YoY growth through October 17, 2025, across DRAM, NAND, Logic, Analog & Power, and Auto segments.

October 23, 2025

Tracker: Global Top-200 Smartphone Revenue, Value Share, ASP, and Price Band by Model – Q2 2025

Explore the top 200 smartphone models by revenue and value share in Q2 2025, covering 91% of global sales with historical data and customizable pivot tables.

Power Outlook Report

October 23, 2025

Power Outlook Report 2026

Discover how AI datacenters, SiC and GaN innovations, and China’s WBG expansion are reshaping the global power semiconductor market. Explore key trends and forecasts for 2026.

October 23, 2025

Semiconductor Analytics – October 15, 2025

Get insights into the latest semiconductor sales trends, including YoY growth in NAND IC. Dive into our comprehensive analysis of key market segments.

October 23, 2025

Company Earnings: Q3 2025 ASML

Unlock key insights from ASML's quarterly earnings call, featuring data on EUV revenue, regional sales, and bookings. Dive into the full analysis.

October 23, 2025

AI at TechInsights: Sep 2025 Review

September was a pivotal month in AI chips, featuring NVIDIA's $500B investment and more. Dive into our full analysis for insights and major developments.

October 23, 2025

Cellular User Equipment Radio Component Forecast 2025 - 2030

Explore our analysis on the slow growth of the radio components market as 6G approaches, and learn how non-handset devices are driving trends.

October 23, 2025

Handset Vendor Market Share for 60 Countries: Q2 2025

Explore the latest Q2 2025 global handset shipment trends, highlighting top vendors like Samsung and Apple. Read the full analysis for insights.

October 23, 2025

Semiconductor & Manufacturing Outlook: Insights from SemiconWest 2025

Explore the evolving semiconductor landscape with insights on capacity, investment, and innovation. Dive deeper into our full analysis for future trends.

October 22, 2025

Global Smartphone Vendor ASP and Revenue Share by Region: Q2 2025

Discover how global smartphone revenues hit a Q2 record in 2025, with Apple, Samsung, and Xiaomi leading, and explore detailed ASP, revenue, and shipment metrics by region and OEM.

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