Chip Observer
Tracking the market for semiconductors, from the fab floor to the customer’s door.
Latest Blogs and Commentary
Why the AI Memory Shortage Could Keep DRAM and NAND Prices High for Years
AI-driven demand is creating the biggest memory shortage in history. Discover why DRAM and NAND prices are expected to remain elevated through the rest of the decade.
DRAM Market Update Q2 2026: Why This Cycle Looks Different
Stronger-than-expected demand, rising AI memory requirements, evolving procurement models, and record profitability are transforming the DRAM market in ways that differ from those of previous cycles.
Inside the Apple iPhone 17: What It Reveals About the Future of Mobile Engineering
Smartphones were already among the most complex devices to design. Then Apple raised the bar again.
Beyond the Resist: Why Lithography Isn't the Real PFAS Problem in the Fab
Our latest analysis using the TechInsights Manufacturing Carbon Module reveals a striking truth: Fluorine-free photoresist is the easy part of the PFAS problem. The real, structural challenge is dry etch.
Chip Observer: $2 Trillion Semiconductor Market, AI Investment & Foundry Expansion
Read the latest Chip Observer covering TechInsights' $2 trillion semiconductor market forecast, AI infrastructure investments, and memory supply constraints.
Huawei Pura X Max Teardown Video
Watch the exclusive Huawei Pura X Max teardown video. See the foldable's hinge, display, cameras, Kirin 9030 Pro processor, and internal design.
The Chip Insider®– The HBM race
Inside G. Dan Hutcheson’s latest analysis, AI becomes the next growth driver, as layered demand builds on prior platforms while HBM, market dynamics, and workforce limits shape the semiconductor outlook.
PCIM 2026 Confirms Datacenter Power as the Semiconductor Industry's Most Pressing Challenge
PCIM 2026 revealed why datacenter power architecture is becoming AI's next bottleneck, driving adoption of 800V DC architectures, GaN, and SiC technologies.
Google I/O 2026: Gemini for Home Takes Center Stage
Google I/O 2026 focused on Gemini for Home, AI-powered smart devices, and agentic AI, signaling a software-first future for the smart home market.
Apple iPad Pro M5 Teardown Analysis
Discover what the Apple iPad Pro M5 reveals about custom silicon, tandem OLED, system integration, suppliers, costs, and future computing trends.
PC and Tablet Market Trends | AI PCs, Apple M5 & Memory Costs
Discover the latest PC and tablet market trends, including AI PCs, Apple M5 devices, Intel Panther Lake, processor forecasts, tablet market share, and the impact of rising memory costs.
NVIDIA GB10 Superchip CPU Analysis: Inside the MediaTek CPU Die Powering DGX Spark
TechInsights analyzes the MediaTek CPU die inside NVIDIA's GB10 Superchip, revealing its ARM architecture, die design, memory hierarchy, and AI infrastructure strategy
Game Console Forecast 2030: Rising Prices, Declining Shipments, and the Future of Gaming
Discover why rising memory costs, higher console prices, and longer upgrade cycles are expected to slow game console shipments through 2030. Explore the outlook for Nintendo Switch 2, PlayStation, and Xbox in the latest TechInsights forecast.
Circular Ring 2 PPG and ECG Sensors Exploratory Analysis
TechInsights analyzes the Circular Ring 2's optical PPG and electrical ECG sensors, revealing the semiconductor, packaging, and health-monitoring technologies inside one of the world's slimmest smart rings.
Hardware Cost Management Is an Information Problem
Missing hardware cost targets? Understand the three information gaps that drive cost overruns and how OEMs can address them.
Huawei Mate 60 Pro Mobile RF Architecture Proves They Can Compete with Top-Tier Smartphone OEMs
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