Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
The Chip Insider®– The Nvidia versus AMD AI Chiplet Battle
Explore the Nvidia vs AMD AI chiplet battle, analyzing how differing design strategies impact performance, cost, and the trajectory of AI processors.
Etch Smarter: A New Frontier in Sustainable Chip Manufacturing
Uncover the environmental impact of plasma etch in semiconductors and explore innovative, sustainable solutions in our report on greener etching practices.
iPhone Air: Redefining Apple’s Wireless Strategy
Apple launches the iPhone Air with the C1X modem and N1 chip, boosting speed and efficiency while featuring a sleek design and vibrant color options.
Global Smartphone Market Q2 2025: Apple Leads as Shipments and Revenue Rise
Global smartphone shipments grew 4% YoY and wholesale revenue rose 3.8% in Q2 2025. Apple gained revenue share, Huawei led foldables, and Asia-Pacific drove growth.
The Chip Insider® – GlobalFoundries GTS25
Insights from the GlobalFoundries Technology Summit, highlighting innovation, geopolitics, and the new Hybrid Manufacturing Strategy for resilient growth.
AI Model Trends Q3 2025: Small Models Surge as Total Count Doubles
TechInsights projects over 2.5M AI models in 2025, nearly doubling year-over-year, with small models and multimodal AI driving the next wave of innovation.
The Chip Insider® – Samsung and Tesla’s $16.5B Deal: Who needs whom
Samsung and Tesla’s $16.5B manufacturing was groundbreaking in the scope of this partnership. What are the strategic and tactical implications?
The Chip Insider®– Chip Acts: Intel, Hamilton, Jefferson, Jackson, Biden, Trump
Uncover how U.S. politics is reshaping the CHIPS Act. Compare Biden vs. Trump strategies, Intel’s funding-for-equity deal, and implications for semiconductor leadership.
TechInsights Initial Analyses of Huawei Ascend 910C Completed
TechInsights—the leading information platform for the semiconductor industry—confirms that it has received the Huawei Ascend 910C and has completed initial technical analyses of its components.
Chip Observer August 2025
Explore August chip market trends—tariffs, manufacturing shifts, AI momentum, and key investments—in TechInsights’ latest semiconductor analysis.
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.
The Chip Insider®– Wolfspeed: When a tactical opportunity is a strategic error. Maxims.
Wolfspeed's bankruptcy shocked many and saddened more. It was a great and well-respected technology company that was led to this state by a perfect storm of execution issues, compounded by financial woes as the EV market softened and Chinese SiC competitors...
The Hidden Environmental Cost of Advanced AI Chips
As artificial intelligence accelerators grow more powerful to meet the demands of modern workloads, one consequence is generally accepted: These chips consume enormous amounts of energy during use.
Chip Observer July 2025
Explore the latest trends in the semiconductor industry, including the rise of silicon photonics, edge AI chip impact, and advanced packaging innovations, with expert insights and forecasts.
Inside the Future of Wearables | Teardown Insights & Market Trends eBook
Discover what's powering next-gen wearables. Get teardown insights, sensor trends, and strategic analysis in our free TechInsights eBook—built for tech leaders.
The Chip Insider®– A Tribute to Barry Rapozo
An industry sales legend is gone: Barry Rapozo passed on June 22, 2025, at the age of 80. Barry's career spanned many of the semiconductor equipment industry's icons, including IMS, GCA, KLA, and TEL, where he was instrumental in their growth and, in some cases, lack of it after he left
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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