Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
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.
The Chip Insider®–SPIE ALP- Are there no more wavelengths?
Discover how ALP’s 50th anniversary reignited the Moore’s Law debate, questioning EUV’s limits as B‑EUV, IBM, and new alliances push scaling forward.
The Hidden Cost of 'Pro’: Is Your Smartphone’s Carbon Footprint Bigger Than You Think?
A recent TechInsights analysis of the Apple iPhone 17 and Google Pixel 10 shows that their embodied carbon footprints reveal drastic differences in environmental impact.
The Credibility Challenge in Capital Equipment Market Narratives
In our experience working with marketing teams across the semiconductor capital equipment sector, the data foundation problem tends to surface in three specific situations.
The Credibility Challenge in Capital Equipment Marketing
This white paper explores how authoritative market intelligence helps organizations validate market opportunity, strengthen product positioning, and identify competitive shifts earlier.
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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