Latest Blogs and Commentary
Analysis: Semiconductor Forecast Overview Q3 2025 Update
Get the latest insights on the global semiconductor market, including forecasts, shipments, dollar sales, and prices by device type, updated quarterly.
Insight: Competition in Interactive Home Security Intensifies as GTCR Acquires SimpliSafe
This report analyzes GTCR's acquisition of SimpliSafe and its potential impact on competitors ADT and Vivint, as well as SimpliSafe's hardware suppliers.
Game Console Vendor and OS Market Share: Q2 2025 by Country
Track global game console shipments and installed base metrics across regions and countries. A vital resource for consumer electronics stakeholders.
Market Data: Digital Media Streamer Market Share Q2 2025 by Region
Get insights into quarterly shipments and market shares of Digital Media Streamers globally, tracking key Consumer Electronics brands and their impact.
Analysis: NAND and Foundry lead 2025 Growth
Explore Wafer Fab Equipment by Application, featuring data on Foundry, Logic, and Memory. Gain insights from financial reports and 5-year forecasts.
WFE by Application – September 17, 2025
Get insights on Wafer Fab Equipment across applications like Foundry, Logic, and Memory, with detailed historical data and a 5-year forecast.
Industry Performance (TCI Graphics) – September 12, 2025
U.S. policy shifts and Nvidia’s Rubin CPX launch are reshaping the semiconductor industry, with data providing insights for effective supply chain management.
Substrate Processing Equipment Shipments
This report analyzes shipped units and ASPs for Critical subsystems across industries, focusing on substrate process equipment and market trends.
Substrate Processing Equipment Installed Base
This report analyzes the installed base units for Critical subsystems, detailing industry segments and equipment types for the substrate process market.
Substrate Processing Equipment Revenues Forecasts
This report analyzes semiconductor manufacturing equipment revenues, featuring data on over 160 companies, subsystems, and industry insights for informed decisions.
Chamber Shipments for Critical subsystems (CSUBs)
This report analyzes critical subsystems in various industries, focusing on chamber counts and tool types through extensive data and expert insights.
Summary - ADATA XPG MARS 980 STORM PCIe Gen5 Deep Dive Teardown
Get in-depth insights on the ADATA XPG MARS 980 STORM PCIe Gen5 SSD, featuring top specs, unique construction analysis, and benchmarking data.
Market Model: Wafer Cost and Pricing 2025 Q2
Access wafer production cost data for 17 IDMs and 4 foundries, segmented by wafer size and node, with updated energy pricing.
2025-09-24 - CSUBS Plasma RF 2024 Update
Explore subsystem focus reports on point of use abatement and RF power with in-depth market, customer, and application analysis.
Narrative: Global Smartwatch ASP and Revenue Forecast for 88 Countries: 2012 to 2030
Forecast global smartwatch ASPs and revenues across 88 countries from 2012–2030, with trends in growth, pricing, and regional impacts.
Market Data: Smartphone Memory Market Share Q2 2025
Explore Q2 2025 smartphone memory trends as revenues fell 15%, shipments slowed, and Samsung led with over 50% market share.
The Chip Insider®–ASML’s Mistral AI investment strategy
ASML buying into an AI company might seem odd on the surface. Let’s reverse engineer the strategy to reveal why the world’s leading semiconductor lithography manufacturer would make this investment.
2025-09-24 - Wireless Operator Performance Benchmarking Q2 2025
Track quarterly KPIs of 260+ operators covering 85% of global cellular subscriptions to benchmark performance and market health.