Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Apple Watch Series 11 5G
Discover how the Apple Watch Series 11 5G pushes wearable engineering forward with advanced integration, connectivity, sensing, and processing—and what its design reveals about the future of smart devices.
Inside the Apple Watch Series 11 5G: What It Reveals About the Future of Wearable Engineering
Smartwatches were already among the most complex devices to design. Then Apple raised the bar again. A deep dive teardown of the engineering behind it.
Why the Strait of Hormuz is a Semiconductor Crisis Waiting to Happen
Strait of Hormuz disruptions threaten semiconductor supply chains and energy stability - learn what role can EcoInsights play to support your team.
Reinventing the IDM in the AI Era
How Advanced Packaging, Geopolitics, and Heterogeneous Integration Are Redefining Semiconductor Leadership
Reinventing the IDM in the AI Era: Why the Old Model No Longer Works
Reinventing the IDM eBook explores how AI is reshaping the semiconductor industry and transforming the IDM model, with strategies to adapt, scale innovation, and stay competitive.
The Chip Insider®–The Iran War’s Helium disconnect update
Explore how the Iran War’s helium shock raised supply concerns, yet 10 weeks in, resilient supply chains have kept semiconductor sales, production, and costs largely unaffected.
HPC Platform Bundle | AI Accelerator Benchmarking & HPC Insights
Explore the TechInsights HPC Platform Bundle for integrated HPC and AI accelerator intelligence, including structural analysis, independent benchmarking, and power delivery insight.
The End of the Carbon Estimate: Why Semiconductor Procurement Now Requires Hard Data
A recent shift in EU sustainability regulations shows carbon reporting is evolving into a supplier deliverable, requiring semiconductor companies to provide precise, product-level emissions data.
2026 Global Semiconductor Supplier Awards
Since 1988, the Global Semiconductor Supplier Awards have served as the industry’s most trusted independent benchmark for supplier performance, originally established by VLSI Research and now powered by TechInsights.
The Chip Insider®–The New Intel Trinity. Hi-NA too expensive? The TSMC controversy and the inside story.
Discover how Intel’s leadership trio drives strong earnings, better yields, and smarter strategy—raising big questions around Hi‑NA costs and timing.
The Chip Insider®– 4 Chips Acts = 2 Successes + 2 Failures with lessons to learn.
G. Dan Hutcheson dives into China, US, EU, and Japan's responses to the global world chip order in the recent The Chip Insider®.
Carbon in the Age of AI Chips
In 2026, the biggest carbon decisions in semiconductor design aren't made at the reporting stage — they're made at the design table. AI accelerators, high-bandwidth memory, and advanced node manufacturing are concentrating embodied emissions faster than most teams can measure. This Earth Day, TechInsights' sustainability experts break it down.
Sourcing Intelligence from the Inside Out
How product manufacturers use teardown analysis to uncover supplier relationships, component strategies, and real-world sourcing decisions.
What's Actually Inside Your Competitor's Product? How Manufacturers Use Teardown Analysis to Decode Supplier Strategies
Device teardown analysis physically disassembles competitor products and identifies the components inside them. Not estimated sourcing. Not inferred supply relationships. Verified component identification with supplier attribution across the full bill of materials.
The Chip Insider®–How chips got to $1T
Key insights from industry expert G. Dan Hutcheson - analyzing the shift from Cost-Driven to a Value-Driven business model and the major inflection points in semiconductor growth.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
*Subscribers get exclusive access to additional details and annotated images.
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