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Pressure Points and Limitations Faced by Huawei

Pressure Points and Limitations Faced by Huawei

Pressure Points and Limitations Faced by Huawei Mate 60 Pro Mobile RF Report Part II In this Part II, we're continuing the analysis of the RF FE and its key RFIC and modules that began with " Mate 60 Pro mobile RF architecture proves Huawei can
January 25, 2024 Jan 25
Chip Observer

Chip Observer (January 2024)

TechInsights' Chip Observer, a publication dedicated to monitoring the semiconductor market from production facilities to consumer endpoints.
January 25, 2024 Jan 25
Semiconductor Sales were up 17% YoY the Week ending Jan 19, 2024

Semiconductor Sales were up 17% YoY the Week ending Jan 19, 2024

TechInsights' Semiconductor Analytics Report: Semiconductor sales rocketed 20% last week and were up 17% from this time last year. Zooming in on NAND IC, the 13-week MA increased to 20% YoY growth last week. TechInsights forecasts NAND IC sales will result with a 29% YoY decline to $39 billion in 2023.
January 25, 2024 Jan 25
 Post-Show Reflections

Consumer Electronics Video Series Part 4: Post-Show Reflections

Consumer Electronics Video Series Part 4: Post-Show Reflections Unpacking CES® 2024 Join TechInsights Director of Consumer Electronics Research, David Watkins, and the leading analysts who attended CES® 2024, as they reflect on the accuracy of their
January 24, 2024 Jan 24
The Chip Insider®– Fixing the Supply Chain

The Chip Insider®– Fixing the Supply Chain

Now that the great shortage is long over and the resulting glut’s almost over… it’s a good time to ask: What did we learn? Do we need to change? What do we do differently going forward? How do we better balance risk versus cost?
January 23, 2024 Jan 23
AI Chips Top Processor Growth

AI Chips Top Processor Growth

TechInsights has forecast a doubling of semiconductor sales over the next decade. Some of the dynamics playing out in processors and memory may impact that forecast.
January 22, 2024 Jan 22
Intel Fractures 14th Generation Mobile

Intel Fractures 14th Generation Mobile

Intel’s Meteor Lake processor has yielded 11 laptop models. They feature fewer threads than prior families but include a new lower-power efficiency core.
January 22, 2024 Jan 22
Data-Center AI Chips Charm Wall Street

Data-Center AI Chips Charm Wall Street

The year 2023 saw the data-center AI chip market reach a new height—Nvidia attained a trillion-dollar valuation. Other vendors, including hyperscalers, marched forward with the next version of their chips.
January 22, 2024 Jan 22
Order Activity is Edging Higher as Memory Pricing Recovers

Order Activity is Edging Higher as Memory Pricing Recovers

Semiconductor equipment order activity increased to a moderate 70 °F last week as the weakness in Subcons and DAO was offset by the strength in memory and mobile.
January 19, 2024 Jan 19
Semiconductor Sales were up 17% YoY the Week ending Jan 12, 2024

Semiconductor Sales were up 17% YoY the Week ending Jan 12, 2024

TechInsights' Semiconductor Analytics Report: Semiconductor sales jumped 11% last week and were up 17% from this time last year. Zooming in on DRAM IC, the 13-week MA moved to 31% YoY growth last week. TechInsights forecasts DRAM IC sales will result with a 38% YoY decline to $52 billion in 2023.
January 19, 2024 Jan 19
Samsung Tops the Global Smartphone Shipments Charts in 2023

Samsung Tops the Global Smartphone Shipments Charts in 2023

Explore the dynamic landscape of the global smartphone market in 2023, where Samsung leads in market share, followed by Apple, and Xiaomi securing the third spot. Discover industry insights, including Transsion's impressive double-digit growth rate, in this comprehensive report.
January 16, 2024 Jan 16
Huge accelerator capacity headlines do not compute

Huge accelerator capacity headlines do not compute

Last year, the public cloud delivered a colossal 3.9 trillion virtual CPU-hours of computing power, equivalent to a single processor hyperthread operating around the clock for 445 million years. Cloud providers used a minimum of 7.5 million processors to deliver this capability, with a market value of $39 billion, according to TechInsights’ Cloud and Datacenter coverage area.
January 16, 2024 Jan 16
Year-in-Review: Smart NICs Jump in 2023

Year-in-Review: Smart NICs Jump in 2023

In 2023, communications-infrastructure chips overshadowed smartphone processors as access to the internet—at the user end and at the center—received some necessary attention.
January 15, 2024 Jan 15
AMD MI300 Family Adopts 3D Packaging

AMD MI300 Family Adopts 3D Packaging

AMD’s MI300 accelerator series uses the latest in advanced packaging from TSMC, with a three-layer die stack using the largest interposer seen to date.
January 15, 2024 Jan 15
Handheld Gaming PCs Look to Expand Reach

Handheld Gaming PCs Look to Expand Reach

Discover CES 2024's gaming evolution: handheld PCs, GeForce NOW updates, and insights into the future of gaming. Join the conversation on TechInsights for exclusive analyses and stay ahead in the dynamic gaming landscape.
January 15, 2024 Jan 15
2024 Started With Mixed Signals

2024 Started With Mixed Signals

Semiconductor equipment order activity was flat last week at 69°F as the increase in Memory was offset by the decline in DAO.
January 15, 2024 Jan 15

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