Latest Blogs and Commentary
Industry Performance (TCI Graphics) – August 15, 2025
Applied Materials reported strong Q2 revenue but issued weak guidance, revealing uncertainty. Analyze data insights for effective supply chain management.
USA Smartphone Vendor Marketshare by Operator: Q2 2025
Smartphone shipments in the U.S. grew in Q2 2025, led by Apple in hardware and Verizon in overall shipments. Report covers trends since Q1 2011.
Market Model: Wafer Cost and Pricing 2025 Q2
TechInsights reveals wafer production costs for 17 IDMs and 4 Foundries, highlighting the impact of changing energy data and profitability trends.
Market Model: Automotive Semiconductor Lead Times for Commodity Components 2025 Q2
Automotive semiconductor lead times average 12.0 weeks in Q2 2025, down from Q1, while non-automotive lead times rise to 13.2 weeks.
Forecast: Global Smartphone Sales by Biometric Authentication Enablers Forecast to 2030
Explore a comprehensive report on biometric authentication (voice, face, fingerprint) in handsets, covering trends from 2007 to 2030 across global regions.
Industry Performance (TCI Graphics) – August 25, 2025
Get the August 2025 update with improved Q2 memory inventory, tariff-driven fab gains, and supply chain insights.
Narrative: Global Smartphone Shipment Forecast by Vendor by Region by Quarter: September 2025
Explore revised smartphone shipment forecasts for 2025–2026 with regional shifts, Apple-Samsung leadership changes, and growth led by Chinese brands.
Narrative: Global Handset, Smartphone, and Feature Phone Sales Forecast for 88 Countries, September 2025
View the updated smartphone sales forecast with 2025–2027 growth, 2028–2030 declines, and key market and policy factors.
Analysis: Global Charging Infrastructure Competitive Landscape
Explore the global EV charging landscape profiling major networks, technologies, business models, and regional strategies shaping the future of electric mobility.
Tariff-Driven Pull-In Pushes Utilization Higher as Memory Inventories Tighten (August Update)
Discover August’s memory update with stronger inventories, tariff-driven utilization gains, and supply-demand impacts.
Memory Pricing Report August 2025
Stay ahead with monthly memory pricing insights analyzing DRAM and NAND trends, forecasts, and market shifts across all major types.
Slides: DRAM Market Report Q3 2025
Get a clear DRAM market overview with slides on supply trends, demand shifts, pricing, technology roadmaps, key drivers, innovations, and forecasts.
Insight: Automotive Semiconductor Lead Times Dropped in Q2 2025
Track automotive semiconductor lead times—Q2 2025 data shows declines after Q1’s rise, now below non-automotive levels.
Narrative: 2025 Q3 Advanced Driver Assistance Systems
Uncover ADAS market growth—tariff risks, architecture shifts, technology trends, and sensor forecasts to 2032.
AI Model Trends Q3 2025: Small Models Surge as Total Count Doubles
TechInsights projects over 2.5M AI models in 2025, nearly doubling year-over-year, with small models and multimodal AI driving the next wave of innovation.
The Chip Insider® – Samsung and Tesla’s $16.5B Deal: Who needs whom
Samsung and Tesla’s $16.5B manufacturing was groundbreaking in the scope of this partnership. What are the strategic and tactical implications?
Horizon Robotics Journey 5 AI Processor Floorplan Analysis
Discover Horizon Robotics’ J5PT10ABGTMB AI die analysis—TSMC 16nm process, BPU and ARM cores, layout details, and cost insights.
Sony Altair ALT1350 LTE-M/NB-IoT SoC Floorplan Analysis
Explore the comprehensive report on the Sony ALT1350 SoC, detailing its features, applications, and performance insights.