TechInsights

October's free-access analysis reports are now live! This month's selection covers the packaging, memory, and power device choices behind mobile processors, server chips, graphics memory, and SiC power modules. Featured reports include: 📱 HiSilicon Kirin 9030 Pro Mobile SoC Advanced Packaging Essentials 🖥️ Intel 3 Xeon 6731E (Sierra Forest) Advanced Chiplet Packaging Analysis 💾 Samsung D1b 12Gb GDDR7 DRAM Memory Floorplan Analysis Plus: STMicroelectronics FX62A 28 nm FD-SOI ePCRAM Advanced Memory Essentials BYD 1200 V SiC MOSFET Module Power Essentials These are full subscriber reports, not previews or summaries. 🔓 Free for registered users through October 8th. Access Your October Reports👉 https://bit.ly/4AHEAx3 #Semiconductors #TechInsights #AdvancedPackaging #Memory #PowerElectronics

If you are planning datacenter capacity based purely on Power Usage Effectiveness (PUE) and rack density, you are missing the biggest piece of the emissions puzzle. 🧩 In the newly released Datacenter Use-Phase Emissions Forecast 2026-2031, TechInsights details why Carbon-Intensity Site Selection and overall Carbon Productivity must become the new standard for IT infrastructure leaders. With hyperscalers projected to control 70% of global critical IT load by 2031, where you build matters just as much as what you build. Explore the regional breakdowns and sensitivity analyses in our latest report: https://bit.ly/4xNJaXX #Semiconductors #CloudComputing #DataCenter #GreenTech

📱The foldable smartphone market is entering a new phase. In 2025, Samsung and Huawei together accounted for more than 70% of global shipments. Samsung led with 36.4%, followed by Huawei at 34.5%. Apple’s entry is expected to reshape the rankings in 2026. With iPhone Duo sales set to begin in October, Apple is forecasted to capture 26.4% of shipments, placing it second behind Samsung at 32.6% and ahead of Huawei at 23.9%. Explore the latest foldable market forecast in the TechInsights Platform ➡️https://bit.ly/4za0YxK

Having a hybrid DBI process is an important step in China achieving a leading-edge image sensor technology on-shore. At TechInsights, reports have been compiled for three recent parts made in China, each nominally with 2.4 µm hybrid DBI pitch in the periphery: 👉Omnivision OV52A (found in the OPPO Find X9 Ultra rear periscope-telephoto camera) 👉Rear-facing main camera from the Huawei Mate 80 👉Rear-facing main camera from the Honor Magic 8 Pro Our report compares these parts with benchmark image sensors built outside of China. Learn more ➡️https://bit.ly/4xQ0Xhe

A technology that moves from one early-adopter supplier to several production-qualified sources is telling you something. So is a technology that gets integrated directly onto the main board instead of staying in a discrete module. Engineers who see that pattern before committing to a roadmap decision are working from a fuller picture than those who don't.That's what teardown intelligence provides: documentation of what's actually shipped, tracked across products and time. Not a forecast. Confirmed component identity, alloy composition, integration method, and design pattern, watched across successive product generations. New white paper for R&D and engineering teams: Staying Ahead of Component and Integration Trend. Read more 👉https://bit.ly/4xPhaDu

TechInsights is proud to continue supporting The Royal as the Visionary Sponsor of the Leaders for Mental Health Breakfast and the important work they do each day.

TechInsights heads to SEMICON West 2026, October 13–15 in San Francisco. Our team will be on-site to talk through manufacturing analysis, materials analysis, and sustainability data across the semiconductor supply chain, from process nodes to critical materials sourcing. If you want dedicated time with the analyst who covers your area, reserve a meeting before the show fills up ➡️https://bit.ly/4AAYNVl #SEMICONWest #Semiconductors #SupplyChain

🔎 Advanced Packaging Quick Look summary for the Qualcomm Snapdragon X2 Elite Extreme found within the ASUS Zenbook A16 laptop. The Qualcomm Snapdragon X2 Elite Extreme features: ☑️CPU section that has access to 53 MB of cache ☑️18 ARM-compatible 3rd generation Oryon cores divided into two clusters ☑️Monolithic processor co-packaged with three 16 GB LPDDR5X DRAM packages in a System-in-Package (SiP) configuration Explore further the advanced packaging of the Qualcomm Snapdragon X2 Elite Extreme in our blog post ➡️ https://bit.ly/46PnorS #AdvancedPackaging #Qualcomm #Snapdragon #TechInsights

What’s really inside Apple’s newest Pro iPhones? 📱 Join us on October 14 for an exclusive webinar examining the iPhone 18 Pro and iPhone 18 Pro Max through preliminary teardown evidence, semiconductor reverse engineering, component identification, early device costing, and smartphone market intelligence. Our experts will take you inside the technology powering Apple’s latest Pro models, including: 🔬 2nm A20 Pro process technology and packaging 📡 Connectivity and RF architecture 📷 Evolving camera systems 💾 Memory and storage configurations 🌡️ Semiconductor packaging and thermal management 💰 Component suppliers, design wins, and early device cost See what our teardown evidence reveals about Apple’s latest semiconductor and component decisions. 🎥 Can’t attend live? Register anyway to receive the recording. Reserve your place 👉 https://bit.ly/4ySyqIQ #Apple #iPhone18Pro #Semiconductors #TechInsights

I’m extremely pleased to announce that TechInsights is now syndicating Microprocessor Report on Substack, at https://lnkd.in/gdbk3r-P. This is a monumental change: in the nearly 40-year history of MPR, it has always been a subscription-only product—for the first time, we’re providing short-form analysis (“quick takes”) for free, while long-form analysis is published as the executive summary and the product/market context on Substack, with the full analysis on the TechInsights Platform. From a personal standpoint, as someone whose career started in journalism, it's really gratifying for me to be able to more easily share what I'm working on with the world. I hope you'll subscribe to see my analysis, and the analysis of my wonderful colleagues, Chad Davis, Dylan McGrath, and David MacQueen.