Latest Blogs and Commentary
Chokepoints and Dependencies: Examining the progress on China and U.S. AI dominance and semiconductor supply chain self-sufficiency
Explore the latest geopolitical developments impacting the semiconductor industry when dependencies are leverage points on the negotiation table
Narrative: Global Handset Shipments Vendor Share by Region Q2 2025
Global handset shipments rose in Q2 2025 after prior decline. Report details quarterly market share for top 30 vendors across all major regions.
Narrative: Global Artificial Intelligence and Sensors Technologies Forecast to 2030
AI is now integral to smartphones. Edge AI, virtual assistants, and sensor subsystems are boosting on-device intelligence across price tiers.
Company Earnings: Q2 2025 Samsung – Manufacturing Focus
Get the highlights: Samsung Q2 2025 manufacturing update on demand, foundry progress, capacity and capex, advanced packaging, supply, and guidance.
Insight: Average Automotive Tier 1 Supplier Total Revenues Rose 6% Q-o-Q in Q2 2025
Benchmark Q2 2025 Tier 1 auto supplier performance with revenues, gross and operating margins for Aptiv, Denso, Magna and more; all but one grew Q/Q.
Forecast: Global Artificial Intelligence and Sensors Technologies Forecast to 2030
Learn how on-device edge AI is redefining smartphones, enhancing Siri, Bixby, and Google Assistant with generative capabilities.
Company Earnings: Q2 2025 Applied Materials (FY Q3 2025)
Get the summary: key takeaways from Applied Materials’ earnings call on demand, supply, orders/backlog, guidance, and near-term outlook.
The Chip Insider®–Sleepwalking towards conflict: China and the United States
Inverted Tariffs: the US Government’s taking 15% of Nvidia’s and AMD’s AI semiconductor sales to China is certainly unique… It also represents a huge tactical pivot from a restriction strategy towards a run-faster strategy with Trojan Horse tactics.
Narrative: Global Pro AI Smartphone Vendor Market Share by Region Q2 2025
Get insights: Pro AI phones surged in Q2 2025. APAC 50%+ share; NA, WE up. Top 20: Samsung, Xiaomi, Huawei, OPPO, Google, vivo.
Smartphone Distribution Flow and Channel by Region and Country Forecast Report: 2007 to 2030
Get the forecast: Online channel grows 2% by 2030 as operators cede share to retailers. Track online vs offline and 8 subchannels across 6 regions, 30 countries.
Preliminary Global Notebook PC Shipments and Market Share: Q2 2025 Results
Excel-based Tracker for Q2 2025 Notebook PC market share by vendor, OS, and region, with live, customizable data via Online Data Reports.
Semiconductor Analytics – August 13, 2025
Weekly semiconductor sales rose YoY by Aug 8, 2025. Analysis tracks DRAM, NAND, Logic, Analog & Power, Auto, and total IC market trends.
Analysis: August 2025 Tariff Update
Update on Trump-era tariffs as of Aug 2025, covering reciprocal changes, Section 232 measures, and key pending and concluded trade deals.
Narrative: VR Headset Platform Share 2014-2024
Over 14M VR headsets shipped in 2024 with $5.5B revenue. Meta led with 30%. Report covers market share, shipments, and revenues by platform.
Narrative: VR Headset Forecast 2014-2030
The VR headset market will reach $3.05B and 28M units by 2030, driven by console and standalone devices offering higher-quality experiences.
Apple iPhone Shipments by Model: Q2 2007 to Q2 2025
Apple iPhone shipments rose 16% YoY in Q2 2025, led by iPhone 16 Pro. The iPhone 16e ranked fourth but may lose momentum in coming quarters.
Narrative: Operator Channel To Lose Share of Smartphone Distribution Flow Globally
Global smartphone distribution forecast to 2030 by channel and region, tracking online growth, operator decline, and retailer shifts worldwide.
Glossary of Sustainability Terms
Learn essential semiconductor sustainability and green tech terms with clear definitions and FAQs.