Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Chip Observer: AI Spend, Apple M5 Chips, and Memory Trends
AI investment nears $650B amid skepticism, while Apple’s MacBook Neo reshapes PC price standards. Signaling shifts in AI and consumer tech markets.
The Chip Insider®– The Iran War’s Helium disconnect: Impactful or nothing burger?
One of the big problems for the semiconductor industry emerging out of the Iran War is the inability to get Helium through the Strait of Hormuz… The strategic question is, how impactful is Qatar’s helium disconnection from the world likely to be on semiconductor sales this year?
Your Top Questions About Carbon Trust Assurance for EcoInsights Answered
TechInsights recently hosted a live webinar with Carbon Trust experts to discuss the addition of third-party assurance to the EcoInsights platform — a milestone that marks a new standard for credibility in semiconductor product carbon footprint (PCF) reporting. Here are the most important questions from that conversation, answered.
Electronic Gases Market to Reach $6.81B in 2026 Driven by Advanced Node Demand
TechInsights reports semiconductor electronic gases revenues are forecast to grow 5.5% in 2026 to approximately $6.81B.
You Can't Engineer What You Can't See
TechInsights teardown analysis gives engineering and product teams direct visibility into the design choices, components, and architectures behind market-leading smartphones.
The Chip Insider®–SPIE ALP- Are there no more wavelengths?
Discover how ALP’s 50th anniversary reignited the Moore’s Law debate, questioning EUV’s limits as B‑EUV, IBM, and new alliances push scaling forward.
The Hidden Cost of 'Pro’: Is Your Smartphone’s Carbon Footprint Bigger Than You Think?
A recent TechInsights analysis of the Apple iPhone 17 and Google Pixel 10 shows that their embodied carbon footprints reveal drastic differences in environmental impact.
The Credibility Challenge in Capital Equipment Market Narratives
In our experience working with marketing teams across the semiconductor capital equipment sector, the data foundation problem tends to surface in three specific situations.
The Credibility Challenge in Capital Equipment Marketing
This white paper explores how authoritative market intelligence helps organizations validate market opportunity, strengthen product positioning, and identify competitive shifts earlier.
The Chip Insider®–Cyclical History of the Semiconductor Industry
Explore what today’s risks signal for chips, from war and a surge in oil prices to silicon cycles shaped by demand swings and past downturns.
The Chip Insider®–Vision is not engineering. Lessons from Gary Dickerson, Ajit Manocha, and Pat Gelsinger.
Explore how visionary leadership shapes the semiconductor landscape, from expansive AI-era forecasts to trillion‑dollar industry horizons—and the tactical missteps that show why vision must inspire, not overwhelm.
The AI PC Transition: Why Your 'Green’ Upgrade Might Have a Hidden Carbon Bill
The "AI PC" has evolved from a marketing buzzword into a procurement requirement, but what impact does this shift have on carbon footprints?
TechInsights at MWC 2026: Inside the Technologies Powering Next‑Gen Mobile Innovation
Mobile innovation moves fast. At Mobile World Congress 2026, TechInsights analysts are on the ground delivering deep technical, competitive, and market intelligence you won’t find in press releases.
Supreme Court Strikes Down IEEPA Tariffs | Semiconductor Impact
The Supreme Court invalidates IEEPA tariffs as the U.S.-Taiwan trade deal reshapes semiconductor import policy. Read the TechInsights report.
NVIDIA Vera Rubin: Solving the Memory Bottleneck in Large-Context AI Inference
NVIDIA Vera Rubin tackles the AI inference memory bottleneck with BlueField-4, rack-scale CPU-GPU design, and optimized KV cache for large-context LLMs.
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.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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