TechInsights (@techinsightsinc) / X

TechInsights

6,092 posts

TechInsights

@techinsightsinc

The authoritative information platform to the semiconductor industry.

Around the globe

Joined January 2010

Pinned
TechInsights
@techinsightsinc
Jun 18
The semiconductor industry took decades to reach $1T. TechInsights forecasts it could hit $2T by 2027. AI is driving: • $718B hyperscaler capex in 2026 • Explosive demand for compute + HBM • Advanced packaging becoming a bottleneck • A new era of semiconductor economics
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TechInsights
@techinsightsinc
6h
AI continued to reshape the industry this month, powering the projections of 1.3 trillion-dollar revenue for 2026 and driving major developments across the semiconductor landscape. Here are TechInsights top stories from May 2026: ➡️AI driving 800G networking ➡️AMD to overcome
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TechInsights
@techinsightsinc
9h
At Image Sensor Asia in Seoul this October, Jeffrey Matthews of TechInsights will explore how Asian suppliers are reshaping the global image sensor market and driving the next phase of growth and competition. A timely session for anyone tracking mobile, automotive, and security
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TechInsights
@techinsightsinc
12h
July’s free TechInsights reports are now live. Explore: 🕶️ Intel Panther Lake 18A (16th Gen) 💻 Qualcomm Snapdragon 8 Elite Gen 5 🏠 SK hynix 321-Layer V9 1Tb TLC NAND 📊 Avago AFEM-8277 MHB L-PAMiD ⚡Comparative Analysis of GDDR7 Devices 🔓 Free through July 8. Free until
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TechInsights
@techinsightsinc
Jun 30
📊The "hidden" emissions in your supply chain aren't in the software—they’re in the lithography. See why we need "decision-grade" carbon data in the fab: bit.ly/4gjTlyF #Chiptainability #TechInsights
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TechInsights
@techinsightsinc
Jun 30
The power semiconductor landscape continues to evolve with strong wide-bandgap earnings momentum and an intensifying AI data center power buildout. Want the complete picture? Explore the TechInsights report for all the key power semiconductor developments from May 2026
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TechInsights
@techinsightsinc
Jun 29
Smartwatch growth isn’t weakening, it’s getting harder to accelerate. Shipments are still rising, but gains are getting smaller as: ✔Fewer buyers are new ✔ Upgrade cycles lengthen ✔ Innovation becomes incremental China + health features are now driving growth. Read more in
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TechInsights
@techinsightsinc
Jun 29
📈DRAM forecasts moved higher again in Q2 2026, with upward revisions across nearly every major outlook. Six forces now define a cycle unlike any in the industry's 50+ year history, from AI demand and agentic AI to HBM, DDR5, supply, and capacity. See what it means for
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TechInsights
@techinsightsinc
Jun 26
🔍 A closer look at the total manufacturing costs shows how Google and Apple allocate their hardware investments. Our latest manufacturing cost comparison summary puts the Google Pixel 10a, Google Pixel 9a, and the Apple iPhone 17e side by side. Read our summary breakdown to
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TechInsights
@techinsightsinc
Jun 25
The PFAS Illusion 🧪 Fujifilm's fluorine-free ArFi resist is a massive achievement. But the hard truth? It only addresses <20% of the lithography stack. The real, unaddressed PFAS bottleneck is in the etch chamber. 🔗bit.ly/4w51cVe #Semiconductors #PFAS #GreenTech
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TechInsights
@techinsightsinc
Jun 25
🎮Valve's recent attribution of Steam Machine pricing to rising DRAM and NAND costs highlights how memory is becoming a persistent cost driver for the gaming industry. We've seen it firsthand, with our PS5 Pro teardown showing how high-end memory components accounted for more
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TechInsights
@techinsightsinc
Jun 24
The semiconductor market is forecast to approach $2T by 2027. What's driving the industry toward that milestone? June's Chip Observer examines: • The path to a $2T market • CHIPS Act 2.0 and Rapidus • Capacity utilization and IC billings • China's share of pure-play foundry
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TechInsights
@techinsightsinc
Jun 23
What if your smartphone stopped opening apps and just did the work for you? That's OpenAI's vision: an AI agent replacing the app-centric interface. The real question isn’t whether OpenAI builds a better phone. It’s whether they can reshape the interface between human intent…
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