Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
The Chip Insider®– Sam Altman’s $7T play to save the semiconductor industry
You're likely familiar with Sam Altman’s endeavors to reshape the global semiconductor industry, a plan of unprecedented trillion-dollar scale. Let's explore some comparisons to put it in perspective.
Celebrating Lunar New Year with a Surge in End Demand
Semiconductor equipment order activity increased to 72 °F for the first time in 16 months. Most of the action is coming from the Compute, Mobile, and Memory markets as the end-market demand is recovering and inventories are getting back to balanced levels.
Semiconductor Sales were up 22% YoY the week ending Feb 09, 2024
Semiconductor sales increased 4% last week and were up 22% from this time last year. Zooming in on Auto IC, the 13-week MA increased 8% YoY last week. TechInsights forecasts Auto IC sales will increase 10% at $46 billion in 2024.
MWC Video Series Part 5: Automotive Outlook
Explore the evolving landscape of connected cars as Roger Lanctot, Director of Automotive Connected Mobility, and Greg Basich, Associate Director of Global Automotive at TechInsights, discuss the transformative impact of 5G technology.
Marvell Fills In Octeon 10
Marvell has filled out the lower end of its Octeon 10 family of data-processing units with a big jump in silicon process node.
5th-Gen Xeon Goes to 64 Cores
Intel’s fifth-generation Xeon family shows solid performance improvements over the prior generation, but not enough to beat its nemesis on core count or performance.
MWC Video Series Part 4: Mobile Computing Outlook
Join David Watkins and Eric Smith as they present their predictions for mobile computing at Mobile World Congress 2024 in Barcelona.
Qualcomm SDR875
Unlock the power of mobile communication with Qualcomm's SDR875 transceiver in Samsung Galaxy S24 Ultra. Learn about its innovative features and impact in our preliminary analysis on the TechInsights Platform.
The Chip Insider® – SMEE: is it competitive? Decoding ASML names.
SMEE’s 193nm Immersion Tool: Is it competitive? Decoding ASML lithography tool names: Ever wonder if there was an easy way to decode ASML's scanner names into good-better-best categories?
Semiconductor Sales were up 24% YoY the week ending Feb 02, 2024
Semiconductor sales decreased 12% last week but were up 24% from this time last year. Zooming in on Analog & Power IC, the 13-week MA is trending lower and ended at -4% YoY last week. TechInsights forecasts Analog & Power IC sales will be flat in 2024 at $108 billion.
Cloud Investments are Sizzling Hot
Order activity for semiconductor equipment increased. Memory continues to lead in the recovery. The AI semiconductor chip fever shows no sign of cooling down. This report provides key performance indicators across the semiconductor and equipment manufacturing supply chain.
Renesas RZ/G3S Targets IoT Gateways
Renesas’s RZ/G3S targets IoT gateway systems, dropping camera inputs, display processing, and other graphic elements while retaining basic audio support.
AMD Phoenix Brings AI to The Desktop
With the first desktop processors to integrate a dedicated AI inference engine and dramatically better graphics, AMD hopes to give PC enthusiasts a reason to upgrade.
MWC Video Series Part 3: Connected Industries Outlook
Gina Luk, Director of Telecom Strategies, and Eric Balossier, Lead Semiconductor Market Analyst, discuss the dedicated focus on connected industries at MWC. Encompassing a broad spectrum from health to hospitality, mining to maritime, aviation to agriculture, they will will explore the industries expected to drive the next wave of transformation through digitalization, automation, speed, sustainability, and safety.
Inside Huawei's Technological Revolution
Discover the technological strides of Huawei with TechInsights in our deep dive. From the Mate 60 Pro to the Huawei Qingyun L540 laptop, explore groundbreaking devices and pivotal events shaping China's tech landscape.
ISSCC 2024 – A "Memory" Day at the Conference
The 2024 IEEE International Solid-State Circuits Conference (ISSCC) will be held February 18–22, 2024 at the San Francisco Marriott Marquis. Check out these relevant reports on the TechInsights Reverse Engineering Platform, before the sessions to better appreciate the papers.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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