Latest Blogs and Commentary
The Chip Insider®–SEMI ISS 2026
Discover how SEMI ISS set the tone for a hot 2026 as industry leaders weighed the AI‑driven surge, debated trillion‑dollar forecasts, and reflected on decades of chip‑cycle booms and busts.
Teardown-Driven Competitive Benchmarking for Product Decisions
Go beyond device specs with teardown-driven competitive benchmarking. Uncover die-level analysis, BOM insights, and supplier strategies. Download the white paper.
The Chip Insider® – The Chip Insider's Strategic Forecast for 2026
Explore the strategic forecast for 2026: macroeconomic dynamics, geopolitical impacts, and surprise elements influencing forecasts.
Competitive Benchmarking Through Teardown Analysis
See how comprehensive teardown intelligence reveals competitor design choices, cost structures, and supply chains that shape your product strategy.
The 2026 Inflection Point: Navigating TechInsights’ Semiconductor Sustainability Predictions
As we enter 2026, the semiconductor industry is no longer just chasing performance; it is chasing a sustainable path forward. The AI explosion has shifted the stakes from theoretical roadmaps to immediate resource constraints.
The High-Stakes Race for Sustainable AI: Is HBM Stretching the Planet’s Limits?
HBM is becoming the backbone of AI, but its carbon and supply chain footprint is growing rapidly. Explore how surging demand for stacked memory is reshaping DRAM investment, straining wafer capacity, and multiplying emissions through complex packaging, yield loss, and duplicated fabs on carbon-intensive grids.
The Semiconductor Industry's Trillion-Dollar Milestone: Four Years Ahead of Schedule
The semiconductor industry is about to achieve something that seemed years away: breaking through the $1 trillion revenue threshold in 2026, roughly four years earlier than most forecasts predicted. What changed? In a word: AI.
iPhone 17 Teardown Reveals Major STMicroelectronics IR Sensor Redesign
The iPhone 17 Pro Max introduces a major IR sensor redesign. See how STMicroelectronics’ new architecture reshapes biometric imaging.
The Chip Insider® – IEDM 2025. Nvidia versus Google.
Explore what IEDM 2025 signals for AI and semiconductors, from Nvidia vs. Google and xPU strategy to research shaping the next decade.
Semiconductor Emissions Are Exploding: What the Forecast Says About AI, 3D NAND, and the Global Grid
Discover how AI, Logic, and 3D NAND are driving a surge in semiconductor carbon emissions—key insights from the Global Semiconductor Carbon Emissions Forecast, 2026–2030.
Huawei Mate 80 Pro Max Teardown Confirms Kirin 9030 Pro on SMIC N+3
TechInsights’ teardown of the Huawei Mate 80 Pro Max confirms the Kirin 9030 Pro on SMIC’s N+3 process and reveals major upgrades in display, cameras, and connectivity.
2026 Advanced Packaging Outlook Report
Discover the five expectations defining advanced packaging in 2026, including CPO adoption, HBM4 demand, panel and glass scaling, 3D thermal challenges, and chiplets for mobile.
Trump Approves H200 Exports: Impact on NVIDIA, TSMC & HBM
Trump’s approval of H200 exports to China could reshape GPU, packaging, and HBM markets. TechInsights analyzes supply constraints, pricing, and $40–50B demand.
Amazon Echo Show 21 Teardown: High-Level Cost and Design Insights
A high-level teardown overview of the Amazon Echo Show 21, highlighting design trends, cost contributors, and connectivity upgrades. Full deep dive available free on the TechInsights Platform.
SMIC N+3 Confirmed: Kirin 9030 Analysis Reveals How Close SMIC Is to 5nm
Our Kirin 9030 analysis confirms SMIC’s N+3 node and reveals how it compares to industry 5nm. Get process measurements, density benchmarks, and expert analysis.
The Chip Insider®–SEMI ITPC Highlights and Notables
SEMI ITPC: ASML pushes EUV cost cuts & new packaging tools; Intel bets on power tech & culture shift; Samsung, SK hynix eye custom HBM; AWS flags heat & optical fixes.
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