Latest Blogs and Commentary
MICRON Q1 2025 Earnings Summary (Q2 FY 2025)
Get key insights from Micron's quarterly earnings call, focusing on demand, supply, and market performance.
2025-03-24 - Silicon Demand Forecast Q1 2025 Update
TechInsights provides a quarterly analysis of global silicon demand, covering wafer sizes, device types, and regional forecasts, with data updated from 1983 through the next five years.
Insight: Automotive Semiconductor Inventory Ended 2024 at Highest Levels of the Year
TechInsights analyzes automotive semiconductor supplier inventories, highlighting a rise since 2022, reaching peak levels by Q4 2024, and the impact on inventory-to-billings ratios.
Analysis: Semiconductor Forecast Overview Q1 2025
Get a 5-year semiconductor market forecast with insights by device type, including shipments, sales, and average selling prices. Stay ahead with key trends.
Semiconductor Forecast Summary Q1 2025
Semiconductor Forecast Q1 2025: AI-driven demand fuels 15% growth, led by GPUs & HBM. Explore market trends, pricing pressures, and sector challenges.
Analysis: MWC 2025 Smartphones: Vendors, Key Launches, Tech Trends Summary
TechInsights explores key trends, vendor strategies, and showcased technologies from MWC 2025, focusing on smartphones and related ecosystems.
Market Data: Apple A-series M-series Processor Market Share Q4 2024
Apple's A-series and M-series APs saw a 4% YoY shipment increase and 14% revenue growth in Q4 2024, driven by higher chip costs.
Industry Performance (TCI Graphics) – March 24, 2025
Semiconductor equipment orders stayed at 75 °F last week, with advanced packaging leading, while other segments remain cautious.
Analysis: Cold Front in the Semiconductor Market: Challenges Persist (March Update)
Semiconductor equipment orders remained steady at 75 °F last week.
AMD Ryzen 7 9800X3D Processor Floorplan Analysis
Deep dive into the AMD Ryzen 7 9800X3D teardown—exploring components, die utilization, critical dimensions, and manufacturing costs for expert insights.
A Look Ahead to the Sustainability of 2nm Processes
Semiconductor fabrication emissions rise with increasing complexity, but carbon neutrality is achievable through refined processes and renewable energy investment.
Semiconductor Analytics – March 26, 2025
Semiconductor sales rose weekly and yearly as of March 21, 2025, with a YoY increase in the 13-week MA for Logic IC.
Narrative: Smart Home Segment Commodity Component Lead Times Q4 2024
Gain in-depth insights into the Smart Home Supply Chain. Explore component pricing, lead times, benchmarking, and cost data with easy-to-digest analysis.
AMD Ryzen 7 9800X3D Processor Advanced Packaging Analysis
AMD’s Ryzen 7 9800X3D enhances thermal efficiency with a new SoIC configuration, building on the MI300 AI accelerators.
Week ending March 21, 2025: Logic IC Sales Increased YoY
Semiconductor sales rose weekly and yearly as of March 21, 2025—get the latest insights in this complimentary report.
Market Data: Tablet Apps Processor Market Share Q4 2024
The global tablet AP market grew 17% YoY in Q4 2024, with Apple leading at 63% revenue share, while Qualcomm’s Oryon CPU gains ground against Intel.
Diffusion Rates and Historical Ratios & Utilization Q1 2025 Update
TechInsights' reports analyze semiconductor market diffusion rates since 1958, with 5-year forecasts, monthly book-to-bill ratios, and fab utilization trends.
Beammwave's Novel mmWave Solution
BeammWave AB claims its mmWave radio chipset is smaller, more power-efficient, and cheaper than Qualcomm’s—this analysis explores its validity and market prospects.