Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Towering Memory: HBM and Verticality
Discover how the AI arms race is driving advancements in high bandwidth memory (HBM) technology, with AMD, NVIDIA, Google, and Meta pushing the limits of DRAM stacking. Learn about JEDEC's updates, hybrid bonding innovations, and their impact on data center performance.
Automotive Market Outlook Report
Automotive Market Outlook Report Automotive Semiconductor Forecast and Vendor Share Discover the latest Automotive Market Outlook Report, analyzing Q1 2024 trends and challenges in the automotive semiconductor landscape. Amid geopolitical tensions
Meeting the Challenge: Advanced Packaging’s Role in Delivering Value
As the electronics industry moves towards more sophisticated applications, the challenges in packaging semiconductors present new opportunities.
Navigating the Semiconductor Landscape: Trends, Investments, and Future Outlook (eBook)
Delve into market trends, regional dynamics, and future projections in the semiconductor industry. Discover insights from industry leaders and analysts on key topics like lithography advancements, the rise of Chinese manufacturers, and global investment strategies.
Introducing TSMC N3E: The Power Behind Apple's M4 SoC
In a recent teardown of the Apple iPad Pro 11-inch, TechInsights revealed details of Apple's latest silicon: the Apple M4 SoC, codenamed TMRV93, built on TSMC's advanced N3E process. This surprise release demonstrates Apple's agility in adopting cutting-edge semiconductor technologies ahead of schedule.
2xx-Layer Products from Samsung, SK hynix, Micron, and YMTC
Explore the latest advancements in 3D NAND technology with our comparison of multi-layer products from Samsung, SK hynix, Micron, and YMTC. Understand how Vertical Cell Efficiency (VCE) impacts performance and discover which manufacturers lead in this crucial metric.
The Chip Insider®– Nvidia’s Grand Strategy
In his keynote at Computex 2024 last week, Jensen Huang proclaimed to a cheering crowd, “We are in a new Industrial Revolution.” But his grand strategy is far more encompassing than the vision of the AI Revolution.
2024 Image Sensor - Image Signal Processor Video Briefing 1
In this briefing, foundries and process nodes used to fabricate the devices are identified, and floorplan and layout are discussed including the area allocated to the analog to digital converters, digital processing, and embedded SRAM.
Windows on Arm Helped and Hindered by New Surface Launch
Interest in Windows on Arm (WoA) is at a high point. Microsoft and Arm must take the opportunity to plug the remaining gaps and create a broader WoA ecosystem.
Taiwan’s Green Energy Conundrum – Balancing Increasing Demand with Sustainability Targets
Taiwan's ambitious net-zero emissions goal by 2050 faces challenges due to limited resources, high tech sector demands, reliance on imported fuels, and a contentious energy debate, despite significant gains in renewable energy.
Unveiling Spatial Computing in the Apple Vision Pro: The Sensors Powering the Future
The Apple Vision Pro headset introduces a new level of immersive computing through "spatial computing," merging virtual widgets with your real-world environment.
Innovative PVDF/Al2O3 Separator Boosts Amazon Echo Frame 3rd Gen Battery Safety
Innovative PVDF/Al2O3 Separator Boosts Amazon Echo Frame 3rd Gen Battery Safety Discover how the Amazon Echo Frame 3rd Gen achieves high energy density and enhanced safety with its innovative PVDF/Al2O3 battery separator. Learn about the design
ODM Sales Soar as Hyperscalers and Cloud Providers Go Direct
Discover how ODM sales are soaring as hyperscalers and cloud providers like AWS and Google go direct, reshaping the server market with custom silicon and hybrid cloud strategies.
AWS NVIDIA Shortages Demonstrate Need for Custom Silicon
Discover how ongoing NVIDIA shortages are driving the need for custom silicon in cloud computing. Explore the benefits and future implications of proprietary chips from AWS, Microsoft, Alibaba, and Google in a rapidly evolving market.
T1-2024 Emerging and Embedded Memory Briefing
This briefing delves into the latest developments in emerging non-volatile memories (EM), encompassing products, technology trends, comparisons, and opportunities for devices like STT-MRAM, PCRAM, ReRAM/CBRAM, and FeRAM. It also covers the technology roadmaps and challenges faced by leading EM foundries.
May in Review: AI at the Edge
Processor companies are packing more neural processing capability into processors for IoT edge devices. Here’s a look back at several of these that we covered in May.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
*Subscribers get exclusive access to additional details and annotated images.
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