Latest Blogs and Commentary
2025-09-23 - Analysis: Semiconductor equipment sales grow 5% in Q2 2025
Explore the WFE Market Share Database with quarterly and annual data across all segments, highlighting top suppliers and emerging players.
2025-09-23 - Solid CSUB Rebound: 1H 2025 Performance and 2026 Market Outlook
Access subsystem market summaries with insights on 160+ suppliers, key drivers, inventories, and materials like Si, SiC, and quartz.
2025-09-23 - Silicon Demand Forecast Summary Q3 2025 Update
Track global silicon demand with quarterly reports featuring history since 1983 and 5-year forecasts by wafer size, device type, and region.
Apple M3 ULTRA SoC Floorplan Quick Look Analysis
Explore the Digital Floorplan Quick Look (DFQ) of the Apple TMRH37 die from the M3 Ultra package, extracted from the Apple M3 Ultra desktop computer.
Apple iPhone Air Unboxing
The new Apple iPhone Air — Apple’s slimmest iPhone yet at 5.62 mm, featuring the A19 Pro processor, N1 connectivity chip, and updated C1X modem. Explore TechInsights’ ongoing analysis of the iPhone Air.
Analysis: WFE Forecast Overview
Get quarterly WFE Forecast reports with historical analysis and five-year outlooks across key segments.
2025-09-12 - Analysis: Scanner & Stepper shipments remain flat in 2025
Discover Wafer Fab Equipment Scanner & Stepper shipments by lithography type with TechInsights’ triangulated market analysis.
Industry Performance (TCI Graphics) – September 19, 2025
Get the September update with rising IC sales forecasts, falling unit projections, and analysis to guide supply chain decisions.
ASUS ROG Ally X 2024 (RC72LA-NH007W) Deep Dive Teardown
Discover the Asus ROG Ally X 2024, a lightweight handheld gaming console with an AMD Z1 Extreme and 24 GB of LPDDR5X memory, competing with Nintendo Switch 2.
Narrative: Global 5G and mmWave Smartphone Shipments Forecast by Region to 2026
Global 5G smartphone shipments are growing, led by Apple, with Samsung and Chinese brands gaining momentum in emerging markets by 2026.
Narrative: Global 5G and LTE Handset Revenue and ASP by Vendor Q2 2025
The global 5G smartphone market thrives in Q2 2025, with Apple, Samsung, and Xiaomi adapting to economic challenges and rising demand for budget-friendly options.
Tracker: Global 5G and mmWave Smartphone Shipments Forecast by Vendor by Region by Quarter to 2026
Apple leads the 5G smartphone market through 2026, followed closely by Samsung and Xiaomi. Asia Pacific remains the largest region for growth.
Global 5G and LTE Handset Revenue and ASP by Vendor Q2 2025
Get insights on global 5G and LTE handset revenues, shipments, and pricing trends from Q4 2011 to Q2 2025, featuring major brands like Apple and Xiaomi.
Narrative: Smartphone Fingerprint Sensor Market Share Q2 2025
Smartphone fingerprint sensor market revenue grew in Q2 2025, driven by high-end devices and demand for optical and ultrasonic sensors.
Narrative: Q2 2025 Smart Speaker and Displays Results
This companion report provides qualitative insights on Smart Speaker and Displays market share, complementing Q2 2025 shipment and revenue data.
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
Tracker: Global Wearables MICROvendor Market Share Q2 2025
Explore Q2 2025 wearables growth with insights on rising microvendors and high-growth categories like smartwatches, smartglasses, and smart rings.
2025-09-19 - CAPEX Forecast Q3 2025 Updated
Explore TechInsights’ quarterly reports on global semiconductor capital expenditures with historical data, forecasts by segment, and regional sales insights.