Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Chip Observer – November 2025
AI demand fuels DRAM and NAND shortages, major chip mergers, and new SoC breakthroughs. Read TechInsights’ November Chip Observer for full semiconductor analysis.
White paper: Cost, Cycle Time, and Carbon-Aware TCAD Optimization
Learn how Cost Explorer brings cost, cycle time, and carbon footprint modeling to TCAD, helping manufacturers cut R&D costs and optimize beyond PPA.
The Chip Insider®– Substrate X-Ray Lithography
The intriguing rise of Substrate's X-Ray Lithography tech, its bold claims, funding success, and the challenges ahead in disrupting the chip industry.
Chip Observer October 2025: AI, Power, and the Global Chip Race
AI investments redefine the semiconductor landscape. Read how NVIDIA, AMD, Intel, and global policies are reshaping chips, power, and geopolitics.
Cloud Market Growth Rate Rises Again in Q3; Biggest Ever Sequential Increase
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.
Breaking Down the Environment ‘Budgets’ of Chipmaking: Lithography and Sustainability
Lithography is crucial for chipmaking, driving innovation while posing environmental challenges. Explore the balance between progress and sustainability in the industry.
The Chip Insider®– Moore's Law is dead. Long live Moore's Law
Discover how rising wafer costs and AI-driven demand are transforming semiconductor progress from traditional scaling to value-driven innovation.
Inside the Google Pixel 10 Pro: The Most Comprehensive Teardown Available
Explore the most comprehensive teardown report uncovering the design choices, components, and innovations that define the Google Pixel 10 Pro.
The Chip Insider®– The R&D Crisis redux
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®.
Neoclouds Currently Growing by Over 200% per Year; Will Reach $180 Billion in Revenues by 2030
New data from Synergy Research Group shows that neocloud revenues passed the $5 billion mark in Q2, having grown by 205% from last year.
The Chip Insider®– Trump's Tech Strategy. US Government Shutdown: Should you be concerned or worried?
The Trump administration is redefining American capitalism and the government’s role in it. How is it impacting the semiconductor industry?
The Future of AI: 5 Game-Changing Expectations for 2026 | TechInsights Outlook Summit
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.
The Chip Insider®–ASML’s Mistral AI investment strategy
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.
Apple iPhone Air Unboxing
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.
The Chip Insider®– The Nvidia versus AMD AI Chiplet Battle
Explore the Nvidia vs AMD AI chiplet battle, analyzing how differing design strategies impact performance, cost, and the trajectory of AI processors.
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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