Latest Blogs and Commentary
5 Expectations for the Mobile Market in 2026
Join TechInsights on Jan 5/6, 2026, for a free webinar on the top 5 mobile semiconductor market expectations. Explore AI adoption, hardware innovation, tariffs, BRIC market growth, and form-factor shifts.
5 Expectations for the Manufacturing Market in 2026
Join TechInsights on Jan 14/15, 2026, for a free webinar exploring five key trends in semiconductor manufacturing, including AI-driven capacity, sustainability, glass substrates, and equipment growth.
Insight: Automotive Semiconductor Inventory Continued to Normalize in Q3 2025
TechInsights reveals inventory trends for 11 automotive semiconductor suppliers, analyzing shifts, ratios, and supply-demand dynamics.
Wafer Demand Forecast - Q4 2025 Update
Global silicon wafer demand is expected to surge nearly 7% in 2026, driven by rapid AI infrastructure growth and rising need for GPUs and high-bandwidth memory in data centers.
Analysis: Capex Rises to Meet Demand
In this first update of CY 2026, we assess the outlook for AI-driven growth heading into the new year. This report accompanies the Industry Performance Data Table.
Tracker: China Smartphone Shipments & Market Share by Model – Q3 2025
Uncover the top 100 best-selling smartphone models in China for Q3 2025. Explore the success behind leading brands like Apple, Honor, Oppo, Vivo, Xiaomi, and more in the world’s largest smartphone market.
Tracker: India Smartphone Shipments and Market Share by Model – Q3 2025
India’s smartphone market surges with top 200 bestsellers led by Xiaomi, Apple, Oppo, Vivo and rising local players like Lava.
AI at TechInsights: Dec 2025 Review
December AI highlights include NVIDIA’s $20B Groq deal, Intel partnership, Micron HBM surge, and deep dives on MI350X and Jetson T5000.
Insight: Latest CES 2026 Announcements Reinforce Converging Trends
CES 2026 spotlights Hyundai Mobis, Qualcomm, and others driving converging trends that reshape the future of automotive innovation.
Insight: Q3 2025 Semiconductor Financials: AI-Led Growth Continues as Automotive Stabilizes
Q3 2025 semiconductor financials show rising revenues and strong foundry margins across IDMs, fabless, and OSAT players.
Kompanio 540 Challenges Intel’s N-Series in the Chromebook Race
MediaTek Kompanio 540 boosts Chromebook performance with Arm power, Cortex-A78 cores, LPDDR5, and Wi-Fi 7 support for fanless designs.
Insight: CES 2026: One-Two Punch of NVIDIA’s Alpamayo and Rubin Could Accelerate AV Deployment
NVIDIA unveils Rubin datacenter and Alpamayo VLA model at CES 2026, aiming to accelerate L4 autonomy with cloud-driven innovation.
Narrative: India Smartphone Shipments and Market Share by Model Q3 2025
India’s smartphone market thrives with fierce competition and top 200 bestsellers led by Vivo, Xiaomi, Apple, and Oppo brands.
The 2026 Inflection Point: Navigating TechInsights’ Semiconductor Sustainability Predictions
As we enter 2026, the semiconductor industry is no longer just chasing performance; it is chasing a sustainable path forward. The AI explosion has shifted the stakes from theoretical roadmaps to immediate resource constraints.
Narrative: Smartphone Display Panel Market Share Q3 2025
Smartphone display revenues rise over 2% YoY as flexible OLED demand surges and Samsung leads Q3 with 51% share.
2026-01-07 - Reticles Demand H2 2025 Update
TechInsights' latest views on the worldwide demand for reticles, updated on a bi-annual basis.
2026-01-07 - Design Completions H2 2025 Update
TechInsights' latest views on worldwide design completions, updated on a bi-annual basis.
Semiconductor Analytics - January 7, 2025
Semiconductor sales climb YoY as weekly data signals strong momentum with Logic IC leading gains across key segments.