New data from Synergy Research Group shows that Amazon, Microsoft and Google together accounted for 63% of enterprise spending on cloud infrastructure services in Q3.
AI demand fuels DRAM and NAND shortages, major chip mergers, and new SoC breakthroughs. Read TechInsights’ November Chip Observer for full semiconductor analysis.
New data from Synergy Research Group shows that Q3 enterprise spending on cloud infrastructure services jumped by over $7.5 billion from the previous quarter, which is by far the biggest ever sequential increase.
Lithography is crucial for chipmaking, driving innovation while posing environmental challenges. Explore the balance between progress and sustainability in the industry.
Explore how the semiconductor industry can tackle soaring R&D costs as the 7A era begins, with insights on consolidation, collaboration, and subsidization from The Chip Insider®.
5 AI shifts will redefine 2026, join TechInsights to see what’s next. Explore forecasts on AI workloads, semiconductor innovation, and global supply chains shaping the $300B accelerator market.
ASML buying into an AI company might seem odd on the surface. Let’s reverse engineer the strategy to reveal why the world’s leading semiconductor lithography manufacturer would make this investment.
The new Apple iPhone Air — Apple’s slimmest iPhone yet at 5.62 mm, featuring the A19 Pro processor, N1 connectivity chip, and updated C1X modem. Explore TechInsights’ ongoing analysis of the iPhone Air.
