Latest Blogs and Commentary
McClean Report March 2025: Memory (DRAM, NAND, NOR) Market Update
Memory IC market to grow 20% in 2025, reaching $203.1B. Forecast sees $300B+ sales by 2029 with 12.3% CAGR across DRAM, NAND, NOR, and more.
Narrative: Global Smartphone Vendor ASP and Revenue Share by region: Q4 2024
Q4 2024 global smartphone revenues rose slightly. Apple led across regions. Get ASP, revenue & shipment data for 28 OEMs from 2010 to 2024
Semiconductor Strength Holds Steady Before the Storm: Highlights of March Revenue in Taiwan
Semiconductor equipment order activity slightly increased last week. This report accompanies the Industry Performance Data Table.
Industry Performance (TCI Graphics) – April 11, 2025
Semiconductor equipment orders rise slightly. Get weekly to yearly data insights to navigate supply chain risks amid tariffs and global tensions.
How U.S. and China Tariffs Are Reshaping the iPhone and Smartphone Industry
New U.S. tariffs on China-made goods may raise iPhone prices by up to 30% in 2025. TechInsights explores impacts on global smartphone supply chains.
Long-Term Semi, Silicon, and Equipment Forecast Q1 2025 Update
Explore quarterly updates on global semiconductor, silicon, and equipment markets with 10-year forecasts by segment from TechInsights.
Frequently Asked Questions: Advanced Packaging and Sustainability
Semiconductor advanced packaging is critical to modern electronics and technology, but its environmental impact raises important questions.
How U.S. and China Tariffs Are Reshaping the iPhone and Smartphone Industry
Tariff hikes disrupt smartphone supply chains. TechInsights reveals iPhone cost insights, highlighting challenges of moving production to the U.S.
Narrative: Smartphone Display Panel Market Share Q4 2024
Explore key trends in the smartphone display panel market — see why revenue declined over 5% YoY in Q4 2024 and which suppliers led the OLED-driven shift.
Chip Observer April 2025
Explore the April 2025 issue of Chip Observer for expert analysis on Trump-era tariffs, AI megadeals, 2nm breakthroughs, semiconductor company rankings, and Ericsson’s 5G strategy—all in one concise industry intelligence report.
Unlock the Future of Advanced Packaging: A Deep Dive into Hybrid Bonding
Discover how hybrid bonding is revolutionizing semiconductor packaging and driving the future of high-performance, low-power devices.
TechInsights’ NVIDIA HGX B200 Analysis Reveals HBM3E Supplier and Advanced Packaging Innovation
Explore TechInsights’ early analysis of NVIDIA’s HGX B200 AI accelerator, revealing SK hynix as the HBM3E supplier and showcasing the first commercial use of TSMC’s CoWoS-L packaging.
Semiconductor Analytics – April 9, 2025
Weekly semiconductor sales rose YoY as of April 4, 2025. Track trends in DRAM, NAND, Logic, Analog, Power & Auto ICs with our analytics platform.