Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Breaking Down the Environment ‘Budgets’ of Chipmaking: Lithography and Sustainability
Lithography is crucial for chipmaking, driving innovation while posing environmental challenges. Explore the balance between progress and sustainability in the industry.
The Chip Insider®– Moore's Law is dead. Long live Moore's Law
Discover how rising wafer costs and AI-driven demand are transforming semiconductor progress from traditional scaling to value-driven innovation.
Inside the Google Pixel 10 Pro: The Most Comprehensive Teardown Available
Explore the most comprehensive teardown report uncovering the design choices, components, and innovations that define the Google Pixel 10 Pro.
The Chip Insider®– The R&D Crisis redux
Explore how the semiconductor industry can tackle soaring R&D costs as the 7A era begins, with insights on consolidation, collaboration, and subsidization from The Chip Insider®.
The Chip Insider®– Trump's Tech Strategy. US Government Shutdown: Should you be concerned or worried?
The Trump administration is redefining American capitalism and the government’s role in it. How is it impacting the semiconductor industry?
The Future of AI: 5 Game-Changing Expectations for 2026 | TechInsights Outlook Summit
5 AI shifts will redefine 2026, join TechInsights to see what’s next. Explore forecasts on AI workloads, semiconductor innovation, and global supply chains shaping the $300B accelerator market.
The Chip Insider®–ASML’s Mistral AI investment strategy
ASML buying into an AI company might seem odd on the surface. Let’s reverse engineer the strategy to reveal why the world’s leading semiconductor lithography manufacturer would make this investment.
Apple iPhone Air Unboxing
The new Apple iPhone Air — Apple’s slimmest iPhone yet at 5.62 mm, featuring the A19 Pro processor, N1 connectivity chip, and updated C1X modem. Explore TechInsights’ ongoing analysis of the iPhone Air.
The Chip Insider®– The Nvidia versus AMD AI Chiplet Battle
Explore the Nvidia vs AMD AI chiplet battle, analyzing how differing design strategies impact performance, cost, and the trajectory of AI processors.
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.
AI Model Trends Q3 2025: Small Models Surge as Total Count Doubles
TechInsights projects over 2.5M AI models in 2025, nearly doubling year-over-year, with small models and multimodal AI driving the next wave of innovation.
The Chip Insider® – Samsung and Tesla’s $16.5B Deal: Who needs whom
Samsung and Tesla’s $16.5B manufacturing was groundbreaking in the scope of this partnership. What are the strategic and tactical implications?
The Chip Insider®– Chip Acts: Intel, Hamilton, Jefferson, Jackson, Biden, Trump
Uncover how U.S. politics is reshaping the CHIPS Act. Compare Biden vs. Trump strategies, Intel’s funding-for-equity deal, and implications for semiconductor leadership.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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