TechInsights (@techinsightsinc) / X

TechInsights

6,101 posts

TechInsights

@techinsightsinc

The authoritative information platform to the semiconductor industry.

Around the globe

Joined January 2010

Pinned
TechInsights
@techinsightsinc
Jul 8
The first 2nm chips aren’t AI accelerators - they’re in smartphones. TechInsights data shows the trade-offs are significant. Join us 23 July to see the reverse engineering analysis - and an Insightful Chat workflow showcase. Register 🔗bit.ly/44lHXLn
TechInsights
@techinsightsinc
Jul 9
📊Stop relying on industry averages for your carbon reporting. Real sustainability starts with fab-specific visibility. bit.ly/4wznK0r #Semiconductors #NetZero #Manufacturing
TechInsights
@techinsightsinc
Jul 9
⏰ Last chance. July’s free TechInsights reports close tonight. Inside: 🕶️ 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 Don’t miss out:
TechInsights
@techinsightsinc
Jul 8
Global smartphone wholesale revenue reached US$107.5 billion in Q1 2026, up 12% year over year. But the biggest takeaway isn't the growth itself. Shipments fell 2.2%, and the entire revenue gain reflects a mix shift: spending is concentrating at the ultra-premium end, more than
TechInsights
@techinsightsinc
Jul 6
Apple's M5 Pro marks a major packaging shift. Our package-level reverse engineering analysis examines Apple's move to a disaggregated, chiplet-based architecture using TSMC's SoIC-X F2F CoW hybrid bonding—the first documented use in a consumer computing product. Learn More:
TechInsights
@techinsightsinc
Jul 6
Why Etch is Different Why can't we just replace gases like CF and C in dry etch? Because they do double duty—removing material while protecting delicate sidewall profiles. In dry etch, PFAS is a system-level management problem, not a simple swap. Read more
TechInsights
@techinsightsinc
Jul 4
Thousands have already unlocked July’s free TechInsights reports. Top reads: 🕶️ 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
TechInsights
@techinsightsinc
Jul 3
🔧 Memory is the defining cost driver in the Samsung Galaxy A57. Our latest teardown reveals distinct cost priorities across the Galaxy A57, Galaxy A56, and iPhone 17e. The A57 allocates 40.90% of its manufacturing cost to Memory: Mixed. See how component-level cost analysis
GIF
TechInsights
@techinsightsinc
Jul 2
The Core Numbers At advanced nodes, lithography fluorine use rises to ~2.2× baseline. Dry-etch gas intensity? It skyrockets to 5–7x. From 7nm onward, dry etch is the undisputed driver of advanced-node fluorine intensity. Read more in our recent article🔗bit.ly/4v8MXxO
TechInsights
@techinsightsinc
Jul 1
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
TechInsights
@techinsightsinc
Jul 1
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
TechInsights
@techinsightsinc
Jul 1
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
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
00:00
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