Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
How Trump Policies Could Disrupt Automotive Semiconductor Markets
Discover how Trump policies could impact automotive semiconductor demand, with a focus on EV sales, tariffs, and global trade.
Trump, CHIPS, and Tariffs: How the 2024 U.S. Election Will Reshape the Semiconductor Industry
Discover how the 2024 U.S. election could reshape the semiconductor industry with increased tariffs, CHIPS Act uncertainties, and shifting global supply chains. Prepare for what's next.
AI Procurement Outlook: A Record-Breaking Year for Semiconductors
Explore trends driving semiconductor growth, record-breaking sales, rising ASPs, and the impact of AI hardware demand on the global market.
Altera Extends Agilex Brand to Edge Applications
Discover Altera's Agilex 3 FPGAs, designed for edge applications with AI capabilities, high-speed transceivers, and advanced architecture. Learn how they redefine performance and efficiency.
The Chip Insider®– Trump’s Triumph: redux
Discover how Trump’s 2024 election victory could reshape business and the semiconductor industry. Dive into G. Dan Hutcheson’s analysis of CHIPS Acts, tariffs, and export controls.
Smartphone Sales in China Surge 26% YoY During 11.11 Festive 2024
TechInsights Mobile team estimated that the smartphone sales by volume during China’s largest online shopping festival 11.11 (Nov 11) in 2024 rebounded 26% year-over-year (yoy) to 9.5 million units, largely due to the longer sales window.
Advanced Packaging: A Double-Edged Sword for Semiconductor Emissions
Explore the environmental impact of advanced packaging in semiconductors, highlighting its benefits and challenges, and how the industry can balance innovation with sustainability.
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
Microprocessor Report October 2024 Review
Microprocessor Report October 2024 Review Explore the key highlights from October's Microprocessor Report, featuring Intel's Granite Rapids Xeon 6, AmpereOne, Marvell’s Structera A, and insights on AI-critical technologies. Last month, Microprocessor
Qualcomm’s Snapdragon 4s Gen 2 Promises 5G for All
Qualcomm’s Snapdragon 4s Gen 2 Promises 5G for All Author: Chad Davis Discover Qualcomm's Snapdragon 4s Gen 2 and its promise of affordable 5G connectivity for billions, starting in India. Qualcomm announced the release of its latest ultralow-cost
Memory Procurement Outlook: Navigating the Demand Surge
Discover key trends in memory procurement, including rising demand driven by AI and datacenter expansions. Learn about increasing prices, supply constraints, and the importance of advanced memory solutions like DDR5 and HBM in the evolving market landscape.
2025 Consumer IoT Outlook Report
Get a glimpse of the future as the global consumer IoT market is set to grow 8.8% in 2025, driven by generative AI, the Matter standard, and rising demand for smart home solutions!
The Blooming AI PC Processor Market: A $35 Billion Opportunity by 2029
Explore the booming AI PC processor market, projected to reach $35 billion by 2029 with a 42% CAGR. Discover insights on leading vendors, market share, and the rise of AI-capable CPUs with NPUs.
2025 Mobile Outlook Report
Get a glimpse of the 2025 mobile market revolution—AI-driven experiences, foldables, and Huawei's rise. Ready for what’s next?
2025 Connectivity Outlook Report
Get a glimpse of 2025’s wireless future, where 5G, Wi-Fi 7, and emerging RF technologies like GaN and GaAs drive faster speeds, lower latency, and enhanced connectivity for consumer and industrial applications.
2025 PC/Laptop Outlook Report
Get a glimpse of the pivotal trends reshaping the PC and laptop markets in 2025, from AI-powered upgrades to the end of Windows 10 support.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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