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.
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.
Intel Panther Lake on Intel 18A: Strategic & Geopolitical Analysis
Explore Intel Panther Lake on Intel 18A, examining advanced-node execution, IDM 2.0 credibility, and strategic implications for the global semiconductor ecosystem.
Decode Competitive Image Sensor Design | Pixels & Stacking
Decode competitive image sensor design with real teardown data. Compare pixel designs, stacked image sensors, and innovations that reached production.
5 Expectations for the Mobile Market in 2026
AI-driven mobile experiences, SoC innovation, and DRAM integration- what’s next for the mobile market.
5 Expectations for the Manufacturing Market in 2026
TSMC’s 2nm production scale-up, China’s export control and emissions challenges- what’s next for manufacturing.
Silicon Wafers Market Report
This report provides a comprehensive analysis of the market landscape and supply chain for silicon wafers used in semiconductor device fabrication.
Impact of Chip Expansion on US Chemical Supply-Chain
This report provides focused analysis of U.S. wet chemical demand versus supply, delivering detailed insight into volumes, revenues, wafer start–driven demand, and rankings of leading U.S. chip manufacturers.
Silicon Carbide Market Report
This report provides an in-depth examination of silicon carbide (SiC) wafers used in semiconductor device manufacturing, addressing the key factors shaping this rapidly growing market.
O-Ring Market Report
This report examines the semiconductor perfluoroelastomer (FFKM) o-ring market, focusing on the technical, market, and competitive factors driving adoption in advanced and mature semiconductor manufacturing.