Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
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.
The Chip Insider®–Cyclical History of the Semiconductor Industry
Explore what today’s risks signal for chips, from war and a surge in oil prices to silicon cycles shaped by demand swings and past downturns.
The Chip Insider®–Vision is not engineering. Lessons from Gary Dickerson, Ajit Manocha, and Pat Gelsinger.
Explore how visionary leadership shapes the semiconductor landscape, from expansive AI-era forecasts to trillion‑dollar industry horizons—and the tactical missteps that show why vision must inspire, not overwhelm.
The AI PC Transition: Why Your 'Green’ Upgrade Might Have a Hidden Carbon Bill
The "AI PC" has evolved from a marketing buzzword into a procurement requirement, but what impact does this shift have on carbon footprints?
TechInsights at MWC 2026: Inside the Technologies Powering Next‑Gen Mobile Innovation
Mobile innovation moves fast. At Mobile World Congress 2026, TechInsights analysts are on the ground delivering deep technical, competitive, and market intelligence you won’t find in press releases.
Supreme Court Strikes Down IEEPA Tariffs | Semiconductor Impact
The Supreme Court invalidates IEEPA tariffs as the U.S.-Taiwan trade deal reshapes semiconductor import policy. Read the TechInsights report.
NVIDIA Vera Rubin: Solving the Memory Bottleneck in Large-Context AI Inference
NVIDIA Vera Rubin tackles the AI inference memory bottleneck with BlueField-4, rack-scale CPU-GPU design, and optimized KV cache for large-context LLMs.
Chip Observer: CES 2026, AI Power Plays, and a $48B M&A Surge
CES 2026 semiconductor news: AI PCs, Snapdragon X2 Elite, $48B in M&A, ZAM memory, and a 2026 forecast projecting a $1 trillion chip market.
Beyond Cost Estimates: Why Teardown Analysis Is Your Cost Optimization Advantage
Learn how teardown analysis reveals competitor cost-to-feature strategies and gives manufacturers the evidence they need to optimize costs with confidence.
The Chip Insider®–TSMC's N2 Production Launch
Discover how TSMC’s N2 uses GAA and sets up the jump to A16, staying strong against Intel 18A while Samsung takes bigger risks to catch up.
The Chip Insider®–ASML Spin-off: Worst or Best Board Decision Ever
Discover how Philips’ 1984 ASML spin‑off created a pressure‑driven innovator that reshaped chipmaking and became Europe’s most valuable tech company.
GenAI Helps Drive Quarterly Cloud Revenues to $119 Billion as Growth Rate Jumped Yet Again in Q4
New data from Synergy Research Group shows that Q4 enterprise spending on cloud infrastructure services jumped by almost $12 billion from the previous quarter and by $29 billion from Q4 of 2024.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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