Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
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.
TechInsights Initial Analyses of Huawei Ascend 910C Completed
TechInsights—the leading information platform for the semiconductor industry—confirms that it has received the Huawei Ascend 910C and has completed initial technical analyses of its components.
Chip Observer August 2025
Explore August chip market trends—tariffs, manufacturing shifts, AI momentum, and key investments—in TechInsights’ latest semiconductor analysis.
The Chip Insider®–Sleepwalking towards conflict: China and the United States
Inverted Tariffs: the US Government’s taking 15% of Nvidia’s and AMD’s AI semiconductor sales to China is certainly unique… It also represents a huge tactical pivot from a restriction strategy towards a run-faster strategy with Trojan Horse tactics.
The Chip Insider®– Wolfspeed: When a tactical opportunity is a strategic error. Maxims.
Wolfspeed's bankruptcy shocked many and saddened more. It was a great and well-respected technology company that was led to this state by a perfect storm of execution issues, compounded by financial woes as the EV market softened and Chinese SiC competitors...
The Hidden Environmental Cost of Advanced AI Chips
As artificial intelligence accelerators grow more powerful to meet the demands of modern workloads, one consequence is generally accepted: These chips consume enormous amounts of energy during use.
Chip Observer July 2025
Explore the latest trends in the semiconductor industry, including the rise of silicon photonics, edge AI chip impact, and advanced packaging innovations, with expert insights and forecasts.
Inside the Future of Wearables | Teardown Insights & Market Trends eBook
Discover what's powering next-gen wearables. Get teardown insights, sensor trends, and strategic analysis in our free TechInsights eBook—built for tech leaders.
The Chip Insider®– A Tribute to Barry Rapozo
An industry sales legend is gone: Barry Rapozo passed on June 22, 2025, at the age of 80. Barry's career spanned many of the semiconductor equipment industry's icons, including IMS, GCA, KLA, and TEL, where he was instrumental in their growth and, in some cases, lack of it after he left
Semiconductor Sustainability: Six-Month 2025 Recap — From Clean Energy to Carbon Transparency
The semiconductor industry has faced a confusing sustainability landscape over the first half of the year. However, despite headwinds at a macro level, the semiconductor industry remains focused on progress towards sustainability goals.
The Chip Insider®–AI Strategies: AMD, Intel, and Nvidia.
AI strategy has reshaped the rivalry between NVIDIA, AMD, and Intel. Once expected to lead, Intel and AMD now trail as NVIDIA sets the pace. Discover the key business strategies behind this shift.
The Chip Insider®–US chip fab plans take off. NAND: This year’s sick man.
US chip fab plans take off: This year's pattern for chip makers to invest in the United States may seem to be new, but it was predicted earlier by TechInsights. Now it’s hard to keep up with.
DRAM's AI Boom and Sustainability: Navigating the Path to Sustainable Chip Manufacturing
The demand for DRAM is skyrocketing, fueled by AI's appetite for high-bandwidth memory (HBM). As the "big three" memory giants race to scale production over the next five years, the industry faces a critical juncture.
Huawei Matebook Fold Uses Kirin X90 Built on SMIC’s 7nm (N+2) Node
TechInsights confirms Huawei's Matebook Fold | Ultimate Design features the Kirin X90 SoC built on SMIC’s 7nm (N+2) process—debunking rumors of a breakthrough 5nm node.
Chip Observer June 2025
Stay informed on the latest shifts in semiconductor policy, AI, packaging, and market dynamics in the June 2025 Chip Observer, featuring insights on Qualcomm, OpenAI, Huawei, and more.
US Tariffs and Taiwan Curbs Reshape Semiconductor Supply
Trump’s tariff threat and Taiwan’s export curbs on Huawei and SMIC add new risks and delays to global semiconductor supply chains and chip manufacturing plans.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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