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Latest Blogs and Commentary

5 Expectations for the Mobile Market in 2026

January 21, 2026

5 Expectations for the Mobile Market in 2026

Join TechInsights on Jan 5/6, 2026, for a free webinar on the top 5 mobile semiconductor market expectations. Explore AI adoption, hardware innovation, tariffs, BRIC market growth, and form-factor shifts.

5 Expectations for the Manufacturing Market in 2026

January 14, 2026

5 Expectations for the Manufacturing Market in 2026

Join TechInsights on Jan 14/15, 2026, for a free webinar exploring five key trends in semiconductor manufacturing, including AI-driven capacity, sustainability, glass substrates, and equipment growth.

December 25, 2025

Summary - BIWIN Mini SSD 1 TB Deep Dive Teardown

Discover the BIWIN Mini SSD, an ultra-compact PCIe 4.0 x2 NVMe device analyzed in our Deep Dive teardown with detailed construction, benchmarking, and cost insights.

5 Expectations for the Consumer Electronics Market in 2026

December 16, 2025

5 Expectations for the Consumer Electronics Market in 2026

Join TechInsights on Dec 16/17, 2025, for a free webinar exploring five key trends in consumer electronics for 2026, including AI adoption, tariffs, smart home, displays, and smart glasses.

December 09, 2025

KIOXIA FYK8_1T 218L BiCS8 1 Tb QLC 3D NAND Internal Waveform Analysis

This report provides an analysis of the program, read and erase waveforms for the KIOXIA FYK8_1T 218L 1Tb QLC 3D NAND device found on the Kingston SNV3SM3/2T0 SSD.

December 09, 2025

Summary - Apple iPhone 17 A3521 Deep Dive Teardown

iPhone 17 A3521 Deep Dive: teardown analysis with design, cost, and benchmarking insights in a detailed, graphics-rich report.

December 09, 2025

Samsung Galaxy Watch 8 Pop Advanced Packaging Quick Look

Samsung L505F: 64GB storage, 2GB memory, penta-core CPU (1.6GHz), Exynos W1000, and Galaxy Watch 8 sensors like heart rate, gyro, and temperature.

5 Expectations for the PC/Laptop/Tablet Market in 2026

December 09, 2025

5 Expectations for the PC/Laptop/Tablet Market in 2026

Join TechInsights on Dec 9/10, 2025, for a free webinar exploring five key trends in PCs, laptops, and tablets for 2026, including on-device AI, tariffs, mid-market opportunities, and processor innovations.

The AI Carbon Challenge: Why Your Next GPU's Memory Stack Is the New Emissions Hotspot

December 09, 2025

The AI Carbon Challenge: Why Your Next GPU's Memory Stack Is the New Emissions Hotspot

AI GPU production will account for 8.7% of all semiconductor sector emissions by 2030. The Global AI GPU Manufacture Carbon Emissions Forecast, 2026-2030, contains the critical data and strategic insights needed to navigate this accelerating environmental transition.

December 08, 2025

Industry Performance (TCI Graphics) – December 4, 2025

Black Friday spending rose, but unit sales stayed flat—growth driven by inflation, not volume. Report includes weekly to yearly supply chain insights.

December 08, 2025

Insight: Xiaomi Smartphone Shipment Growth Continued to Slow Down in Q3 2025

Xiaomi grew shipments for 9 straight quarters in Q3 2025, but lower ASP cut revenue. Key markets such as China, India, and Russia saw mixed results

December 08, 2025

Slides: NAND Market Report Q4 2025

Providing a visual overview of the NAND industry and key insights of its market.

December 08, 2025

Samsung S3JU100 28nm 4 Mb eFlash Advanced Memory Essentials

Samsung S3JU100 AME report: key device metrics, TEM-EDS/EELS analysis, and image folders highlighting critical memory features.

December 08, 2025

Innoscience at a Strategic Crossroad

Innoscience faces losses despite sales growth in 8-inch GaN. Its future depends on higher revenue and fab usage. Read the full analysis for details.

December 08, 2025

Apple iPhone Air PMIC Module with Integrated Passives

iPhone Air: Apple’s thinnest iPhone with A19 Pro chip for speed & AI, N1 for wireless, C1X modem, and smart power control for efficiency.

December 08, 2025

Fall 2025 CMC Seminar - AI Computing propel Advanced Packaging

AI is reshaping semiconductors, pushing growth past $1T and driving new chip designs, memory integration, and advanced packaging beyond Moore’s Law.

December 08, 2025

Discrete and Power Cost and Price Model - revision 20251205

Update to Discrete and Power Cost and Price Model 2025

December 08, 2025

Global Handset / Smartphone / Feature Phone Sales Forecast for 88 Countries : 2007 to 2030: December 2025

Global smartphone sales may rise 0.6% in 2026; NA & Europe outlook improves, emerging markets dip. Asia-Pacific stays largest, led by China, India, US, Brazil, Indonesia.

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