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Latest Blogs and Commentary

May 13, 2024

Public Cloud Demand Forecast Q2 2024: CPUs, Accelerators, and Memory

This workbook provides a forecast on public cloud demand in terms of hours of consumption. It also translates hourly consumption into the equivalent number of processors and accelerators sold by cloud providers, and the minimum shipments required by cloud providers to sustain demand.

May 13, 2024

Intel Core Meteor Lake (Intel4) I/O Die Digital Floorplan Analysis

Intel Core Meteor Lake (Intel4) I/O Die Digital Floorplan Analysis Share This Post The SRMZ1 is a 3D packaging assembly comprising a side-by-side arrangement of four dies, including an input/output (I/O) die with die makings 8PNVC, mounted on a

May 13, 2024

TSMC Gate Architecture Evolution 2024

This report is based on the reverse engineering results developed by TechInsights and coupled with the knowledge and expertise of TechInsights’ subject matter experts. It includes publicly available information and discussed to help better understand the process and focuses only on devices fabricated by TSMC.

May 13, 2024

TSMC 28 nm eFlash (Renesas RH850/U2A8) Process Flow Analysis

Analysis of the process flow and integration used in the manufacture of the Renesas automotive microcontroller R7F702301BEBBA-C_BC6 comprising a Renesas R7F702301B die, built in TSMC 28 nm embedded flash memory technology. The spreadsheet lists the hundreds of process flow steps required in its manufacture.

May 13, 2024

GPU Cloud Providers Step-Up Where the Hyperscalers Fall Down

The surge in enterprise cloud adoption and the growing demand for GPU-accelerated computing has presented a golden opportunity for smaller, GPU-focused cloud providers. The goal of these so-called GPU Cloud providers isn’t to replace cloud hyperscalers; instead, they aim to complement them within enterprises’ multi-cloud strategies.

May 13, 2024

How could SMIC achieve 5 nm?

This is a short summary highlighting the path that SMIC might take to achieve 5 nm technology.

May 13, 2024

Deep Dive Teardown of the Iridium Satellite LLC 9603N Satellite Module

The Iridium Satellite LLC 9603N is an IoT Module that supports two-way satellite communication connectivity. The Iridium 9603 delivers Iridium Short Burst Data in an extremely small form factor. Iridium Short Burst Data (SBD) - simple, efficient packet-based service for frequent short data transmissions between equipment and centralized host computer systems.

Ryzen PRO 8000 Nudges Enterprises Toward AI PC

May 13, 2024

Ryzen PRO 8000 Nudges Enterprises Toward AI PC

AMD’s latest series of processors for the enterprise market, the Ryzen PRO 8000 series, offers an upgraded AI engine that improves AI acceleration for businesses and professional users.

Arm Updates Automotive Offering

May 13, 2024

Arm Updates Automotive Offering

Arm has bolstered its automotive offering with CPUs, an image-signal processor, and multicore cluster infrastructure blocks. Configuration options enable ASIL B or ASIL D safety.

May 13, 2024

TechInsights’ Storage Team Takes You Inside the Huawei Pura 70 Ultra Smartphone

TechInsights' teardown of the Huawei Pura 70 Ultra reveals the intricate details of this cutting-edge smartphone. Powered by the Kirin 9010 chipset, this device boasts impressive performance capabilities. Our analysis delves deep into the Kirin 9010, assessing its fabrication process and comparing its efficiency and performance to previous models.

TechInsights confirms NAND and DRAM providers in Huawei Pura 70 Ultra

May 10, 2024

TechInsights confirms NAND and DRAM providers in Huawei Pura 70 Ultra

Unveiling the hidden origins of NAND and DRAM components, explore Huawei's strides towards a fully Chinese smartphone amid geopolitical pressures.

Samsung Success: Record-high ASP, Revenue Growth, and Profitability

May 10, 2024

Samsung Success: Record-high ASP, Revenue Growth, and Profitability

Despite experiencing a slight 2% year-on-year decrease, Samsung's smartphones achieved the highest-ever average selling price (ASP) of $336 USD, marking the eleventh consecutive quarterly increase, primarily attributed to the popularity of the Galaxy S24 series.

May 10, 2024

Unveiling the Top Semiconductor Equipment Suppliers of 2024

For the past 36 years TechInsights has formally evaluated semiconductor equipment companies based on feedback from our customers to recognize the very best in the industry, and we are thrilled to share the results next week! Stay tuned as we unveil the winners next week and subscribe to the TechInsights Newsletter for the latest updates.

May 10, 2024

New York City Announces Robotaxi Permitting Plan

New York City has announced a new permitting program for autonomous vehicle (AV) testing on its roads with the requirement of the presence of a safety driver plus various licensing, self-certification, and data reporting obligations. This short form report discusses this new program and its implications for AV testing in New York City and the state of New York.

May 10, 2024

Automotive Semiconductor Demand Forecast 2022 to 2031 - May 2024

This TechInsights data forecast provides the latest metrics identifying size and growth rate of the future semiconductor demand total across the Powertrain, Body, Chassis, Safety, and Driver Information application domains for the main light vehicle producing regions: North America, Japan, Europe, Russia, South Korea, China, India, Brazil, Thailand, and rest of the world.

May 10, 2024

Report Overview: Telecom Equipment Market Update

TechInsights' Telecom Network Equipment Market Update provides the latest news and trends on several big-name players in the industry in 2024. The market experienced some regression in 2023 after multiple years of sustained steady growth, due in part to operators becoming more selective with how they choose to allocate resources for their initiatives.

May 10, 2024

Report Overview: Cockpit Innovations; Streaming, Gaming, Audio

TechInsights' report on technological innovations in the automotive in-cabin cockpit delves into the newest exciting front passenger user experience display capabilities. In-car infotainment enhancements in video, audio, streaming and gaming content have revolutionized how car owners interact with their surroundings.

May 10, 2024

Report Overview: Can OliverIQ Transform The Smart Home Market?

OliverIQ is changing the Smart Home-as-a-Service market. The platform is uniquely capable of supporting the vast majority of smart home devices while ensuring a pain-free user experience complimented by customer support resources that will ease the challenges of existing smart home launches.

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