Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Apple iPhone Air A3260 Teardown: Cost and Component Insights
TechInsights’ teardown of the Apple iPhone Air A3260 reveals 29 new components, a BOM cost 2% higher than Samsung’s S25 Edge, and key cost drivers in silicon and RF.
The 2026 Roadmap Begins Here
Get a data-driven view of the technologies, markets, and supply-chain dynamics that will define 2026 and beyond.
The Chip Insider®– Temperature Check
Get the latest industry pulse, capturing market sentiment, leadership insights, and progress toward the trillion-dollar semiconductor milestone.
The Chip Insider® – DRAM Super-Cycle?
The DRAM market is experiencing significant changes due to shortages, AI advancements, and production shifts, reshaping its future dynamics.
How Product Manufacturers Use Semiconductor Intelligence to Stay Ahead
Discover how product manufacturers use teardown and cost analysis data from TechInsights to gain competitive advantage and reduce design risk.
Cloud Market Share Trends - Big Three Together Hold 63% while Oracle and the Neoclouds Inch Higher
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.
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®.
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.
The Authoritative Information Platform to the Semiconductor Industry.
