Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Chip Observer (January 2024)
TechInsights' Chip Observer, a publication dedicated to monitoring the semiconductor market from production facilities to consumer endpoints.
Semiconductor Sales were up 17% YoY the Week ending Jan 19, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales rocketed 20% last week and were up 17% from this time last year. Zooming in on NAND IC, the 13-week MA increased to 20% YoY growth last week. TechInsights forecasts NAND IC sales will result with a 29% YoY decline to $39 billion in 2023.
Consumer Electronics Video Series Part 4: Post-Show Reflections
Consumer Electronics Video Series Part 4: Post-Show Reflections Unpacking CES® 2024 Join TechInsights Director of Consumer Electronics Research, David Watkins, and the leading analysts who attended CES® 2024, as they reflect on the accuracy of their
The Chip Insider®– Fixing the Supply Chain
Now that the great shortage is long over and the resulting glut’s almost over… it’s a good time to ask: What did we learn? Do we need to change? What do we do differently going forward? How do we better balance risk versus cost?
AI Chips Top Processor Growth
TechInsights has forecast a doubling of semiconductor sales over the next decade. Some of the dynamics playing out in processors and memory may impact that forecast.
Intel Fractures 14th Generation Mobile
Intel’s Meteor Lake processor has yielded 11 laptop models. They feature fewer threads than prior families but include a new lower-power efficiency core.
Data-Center AI Chips Charm Wall Street
The year 2023 saw the data-center AI chip market reach a new height—Nvidia attained a trillion-dollar valuation. Other vendors, including hyperscalers, marched forward with the next version of their chips.
Order Activity is Edging Higher as Memory Pricing Recovers
Semiconductor equipment order activity increased to a moderate 70 °F last week as the weakness in Subcons and DAO was offset by the strength in memory and mobile.
Semiconductor Sales were up 17% YoY the Week ending Jan 12, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 11% last week and were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA moved to 31% YoY growth last week. TechInsights forecasts DRAM IC sales will result with a 38% YoY decline to $52 billion in 2023.
Samsung Tops the Global Smartphone Shipments Charts in 2023
Explore the dynamic landscape of the global smartphone market in 2023, where Samsung leads in market share, followed by Apple, and Xiaomi securing the third spot. Discover industry insights, including Transsion's impressive double-digit growth rate, in this comprehensive report.
Huge accelerator capacity headlines do not compute
Last year, the public cloud delivered a colossal 3.9 trillion virtual CPU-hours of computing power, equivalent to a single processor hyperthread operating around the clock for 445 million years. Cloud providers used a minimum of 7.5 million processors to deliver this capability, with a market value of $39 billion, according to TechInsights’ Cloud and Datacenter coverage area.
Year-in-Review: Smart NICs Jump in 2023
In 2023, communications-infrastructure chips overshadowed smartphone processors as access to the internet—at the user end and at the center—received some necessary attention.
AMD MI300 Family Adopts 3D Packaging
AMD’s MI300 accelerator series uses the latest in advanced packaging from TSMC, with a three-layer die stack using the largest interposer seen to date.
Handheld Gaming PCs Look to Expand Reach
Discover CES 2024's gaming evolution: handheld PCs, GeForce NOW updates, and insights into the future of gaming. Join the conversation on TechInsights for exclusive analyses and stay ahead in the dynamic gaming landscape.
2024 Started With Mixed Signals
Semiconductor equipment order activity was flat last week at 69°F as the increase in Memory was offset by the decline in DAO.
Semiconductor Sales increased 16% YoY the Week ending Jan 5, 2024
TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 19% last week and were up 16% from this time last year.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
*Subscribers get exclusive access to additional details and annotated images.
The Authoritative Information Platform to the Semiconductor Industry.
