Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
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.
What’s Really Inside Your Competitor’s Product?
Explore the Samsung Galaxy S25 and Google Pixel 9 Pro through detailed teardown analysis, including costed BOMs, chip-level insights, and component sourcing.
The Chip Insider®–1 Year after Trump’s Liberation Day. Synopsys Converge.
Explore how record US tariffs shook chip markets, then eased just enough to soften the landing and leave semiconductor manufacturing largely unchanged.
Chip Observer: AI Spend, Apple M5 Chips, and Memory Trends
AI investment nears $650B amid skepticism, while Apple’s MacBook Neo reshapes PC price standards. Signaling shifts in AI and consumer tech markets.
The Chip Insider®– The Iran War’s Helium disconnect: Impactful or nothing burger?
One of the big problems for the semiconductor industry emerging out of the Iran War is the inability to get Helium through the Strait of Hormuz… The strategic question is, how impactful is Qatar’s helium disconnection from the world likely to be on semiconductor sales this year?
Your Top Questions About Carbon Trust Assurance for EcoInsights Answered
TechInsights recently hosted a live webinar with Carbon Trust experts to discuss the addition of third-party assurance to the EcoInsights platform — a milestone that marks a new standard for credibility in semiconductor product carbon footprint (PCF) reporting. Here are the most important questions from that conversation, answered.
Electronic Gases Market to Reach $6.81B in 2026 Driven by Advanced Node Demand
TechInsights reports semiconductor electronic gases revenues are forecast to grow 5.5% in 2026 to approximately $6.81B.
You Can't Engineer What You Can't See
TechInsights teardown analysis gives engineering and product teams direct visibility into the design choices, components, and architectures behind market-leading smartphones.
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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