Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
The Chip Insider®– Dr. Strange-AI-Guys, or How I Learned to Stop Worrying and Love AI
Inside G. Dan Hutcheson’s latest analysis, the AI-driven semiconductor boom reveals more than surging chip demand, highlighting how structural industry shifts, hyperscaler growth, and the end of Moore’s Law are reshaping the market far beyond typical cycle concerns
Beyond the Leading Edge: The Overlooked Opportunity in Mature-Node Decarbonization
Leading-edge processes dominate conversations about semiconductor sustainability, but mature-node chip manufacturing will remain responsible for a significant share of fabrication emissions through 2030. See why decarbonizing mature-node production is essential.
Comparing the Latest 200 MP Image Sensor Technology: Samsung, Sony, and OmniVision
Compare Samsung, Sony, and OmniVision's leading 200 MP CMOS image sensor technology through TechInsights' reverse engineering.
NVIDIA HGX B300 Benchmarking for AI Infrastructure
Access TechInsights' NVIDIA HGX B300 benchmarking analysis to evaluate AI infrastructure performance, power, thermal behavior, and multi-GPU scaling.
Samsung Galaxy Z Fold8 Analysis | Foldable Technology & Upcoming Teardown
Learn what's new in the Samsung Galaxy Z Fold8 and preview the upcoming TechInsights teardown. Access the Galaxy Z Fold7 Teardown Report and explore expert BOM analysis, supplier insights, and reverse engineering.
The Chip Insider®– UV’s Geopolitical Horizons
Inside G. Dan Hutcheson’s latest analysis, ASML’s Hi-NA EUV progress underscores more than lithography innovation, revealing how geopolitical tensions are emerging as the primary challenge to a critical semiconductor and AI chokepoint.
Three Automotive Semiconductor Trends Shaping the Market in 2026
Three automotive semiconductor market trends to watch out for in 2026: supply risk, China market access, and vehicle architecture change.
Top IC Manufacturing Equipment Suppliers in 2025
Explore the top IC manufacturing equipment suppliers in 2025 and the market trends driving industry growth. Access TechInsights Total Equipment Market Share Database.
Component-Level Benchmarking: What Teardown Analysis Reveals About Competitor Materials, Assembly, and Repairability Design
Learn how teardown analysis reveals what competitors actually built and the component-level costs behind those choices
Foldable OLED Market: Why Samsung Display's Flex Titanium Matters
See how Samsung Display's Flex Titanium reflects broader changes in the foldable OLED market, where materials innovation is becoming a key differentiator.
The Carbon Calculus of Chiplets: When Modularity Meets Environmental Impact
Explore whether chiplet-based architectures are improving semiconductor sustainability through yield-complexity tradeoffs, featuring a case study on the Apple M5 Pro architecture.
The Chip Insider®– Apple’s Chip Strategy Shift
Inside G. Dan Hutcheson’s latest analysis, Apple’s $30B Broadcom deal reveals more than a supply chain strategy, highlighting the growing geopolitical importance of semiconductors and their role as a critical AI-era resource.
SK hynix H25GTD0 321-Layer (V9) 1 Tb TLC 3D NAND Process Flow Analysis
TechInsights' latest process analysis examines SK hynix's first 321-layer V9 TLC 3D NAND, revealing its architecture and structural implementation.
Q1 2026 Global Smartphone Market: Top 200 Models, Shipments, and ASP Trends
Global smartphone shipments reached 290.3 million units in Q1 2026. Explore the top 200 smartphone models, ASP trends, price band dynamics, and vendor performance from TechInsights.
Memory Technology Roadmaps: Three Segments, Three Inflection Points
Track the architectural and manufacturing advances shaping the next generation of memory with the Q3 2026 updates to the TechInsights DRAM, NAND, and Embedded & Emerging Memory Technology Roadmaps.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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