Latest Blogs and Commentary
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.
MWC Video Series Part 2: Telecoms Outlook
TechInsights analysts Gina Luk, Director of Telecom Strategies, and Waseem Haider, Principal Analyst in IoT & Enterprise Research, are set to unravel the compelling topics poised to take center stage at MWC 2024.
The Chip Insider®– Fed rate changes. Samsung iAI. TSMC behind. Huawei EDA.
This blog delves into what Federal Chair Powell didn’t say, Samsung’s iAI strategy, whether TSMC is falling behind and how Huawei obtained EDA tools.
Samsung Galaxy S24 Ultra Teardown
Explore the next frontier in mobile technology with Samsung's Galaxy S24 series. Unveiling a powerful blend of Qualcomm Snapdragon 8 Gen 3 and Exynos platforms (in select markets), these flagship smartphones redefine excellence. Immerse yourself in AI-driven features, enhanced displays, and an advanced 50 MP Periscope camera system. Elevate your mobile experience with the Galaxy S24 series - where innovation meets unparalleled performance.
MWC Video Series Part 1: Mobile Semiconductors Outlook
Join TechInsights analysts Gina Luk, Director of Telecom Strategies, and Wayne Lam, Service Director of Mobile Semiconductors, as they delve into the current state of 5G, now approaching the midpoint of its technology cycle.
Global Smartphone Market Rebounded with 7% Annual Growth Rate in Q4 2023
According to new research from TechInsights, global smartphone shipments rebounded at 7.1% YoY to 317 million units in Q4 2023. Apple topped the global smartphone market with 23% share. Samsung ranked in second place with 17% market share.
Ara2 Runs Generative AI On Edge
The new Ara2 neural-processor unit (NPU) from Kinara, which means edge in Hindi, provides an 8× increase in performance over the first-generation chip and can run large language workloads.
CFETs Stack Transistors Vertically
Intel, TSMC, and Samsung all presented papers on complementary transistors (CFETs) at the 2023 International Electron Devices Meeting. The results were successful enough that CFETs now have a place on the industry’s technology roadmap.
Meteor Lake Boosts Graphics
The Meteor Lake PC processor architecture leverages two CPUs largely the same as prior generations. The big upgrade lies in the graphics.
TDK Solid-State Micro Battery
Explore the future of batteries with TechInsights as we dive deep into the revolutionary TDK battery, showcasing anode-free advancements and dissecting the material composition through SEM views.
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