Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Global Cloud Market Reaches $167.7 Billion in Q3 as Growth Hits 55%
The global cloud market reached $167.7 billion in Q3 2026, growing 55% year over year as AI demand and neocloud providers reshape the market. See this quarter's trends.
The Chip Insider®– SEMICON West wrap
Inside G. Dan Hutcheson’s latest analysis: More than 35,000 attendees examined shared industry challenges from geopolitics, power, and water to workforce, while big questions surfaced around CXMT’s DRAM, Terafab’s EUV access, and the next downturn.
CXL Memory Pooling: Why Samsung & SK hynix Are Racing
CXL memory pooling has hit production. Here’s why Samsung and SK hynix’s OCP 2026 moves on agentic AI’s KV cache matter more than raw memory capacity.
Chip Observer | Semiconductor Industry Briefing — October 2026
October’s semiconductor briefing: Apple’s first 2 nm iPhone chip, AI infrastructure and memory demand, foundry expansion, and major industry deals.
Supersizing AI: The Changing Role of Advanced Packaging
AI architectures are diversifying as inference, memory innovation, and new integration approaches change packaging requirements. TechInsights examines what these shifts could mean for advanced packaging suppliers.
2027 Outlook Webinar Series: AI, Packaging, Manufacturing & Sustainability
Register for three 2027 outlook webinars. Get the free Five Trends report now, plus every 2027 Outlook report as it publishes in the TechInsights Platform.
The Chip Insider®–Data Center water scare
Inside G. Dan Hutcheson’s latest analysis, the data center water debate takes an unexpected turn as he reveals why traditional cloud data centers and newer AI data centers have vastly different water demands and why AI may not be the water problem many believe it to be.
TechInsights Outlook 2027: Five Trends Reshaping the Market
Explore five trends shaping the 2027 semiconductor market, from memory constraints and AI infrastructure to advanced packaging, emissions and consumer demand.
Why Semiconductor Emissions are Outpacing Silicon Shipments
Semiconductor emissions are forecast to grow faster than silicon shipments through 2031. See how process nodes, electricity, and fab locations shape the outlook.
How Software Efficiency Can Help Offset Rising Memory Costs
As DRAM and NAND prices rise, software efficiency is becoming increasingly relevant to hardware decisions. Explore the strategies emerging across major ecosystems.
Key Cloud and Digital Services Revenue to Exceed $5 Trillion in 2031
AI-driven demand is pushing cloud and digital services beyond previous growth expectations. TechInsights forecasts the worldwide market will exceed $5 trillion in annual revenue by 2031, led by continued growth across cloud computing, SaaS, social media, and search.
The Chip Insider®– State of the Semiconductor Union
Inside G. Dan Hutcheson’s latest analysis, the seven layers of the Semiconductor Demand Stack reveal an industry at remarkable highs, as AI demand, semiconductor growth, economic conditions, and geopolitical risks shape the outlook for the cycle ahead.
The Hidden Complexity of the Power GaN Manufacturing Ecosystem Revealed by Technical Analyses
Whose GaN is it anyway? TechInsights brings together technical analyses to examine the die-supplier relationships behind devices from leading power GaN manufacturers.
The Chip Insider®– Strategic implications of ASML’s 12-inch EUV reticle and the TSMC-Intel War
Inside G. Dan Hutcheson’s latest analysis: Intel is moving early on High-NA EUV while TSMC holds back, the next technology cycle raises a familiar question: How much could lithography influence the competitive race?
How Software-Defined Vehicles Are Reshaping the Automotive Value Chain
The automotive software market is reshaping the value chain. See what changing architectures and demand mean for semiconductor suppliers through 2033.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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