TechInsights

Real Silicon. Real 2nm Insights. Samsung SF2 yields are in the 50–60% range. TSMC N2 is in high-volume production. Intel 18A has entered manufacturing. The 2nm era is real — but not all processes are equal, and the first products aren’t AI datacentre chips.

June 30, 2026 Apple’s M-series Pro and Max processors have historically been defined by monolithic SoC integration. With the M5 Pro processor, Apple has taken a different architectural path. TechInsights has completed a full package-level reverse engineering and process analysis of the Apple M5 Pro processor (APL1X15) extracted from the 14-inch MacBook Pro A3426.

June 30, 2026 For years, the semiconductor industry has been locked in a race for operational efficiency.

June 26, 2026 The memory market has entered what may become the most pronounced supply shortage in its history. Unlike previous cycles driven by consumer electronics, today's imbalance is being fueled by AI, and there is little evidence it will ease anytime soon. For decades, the memory industry followed a familiar pattern: demand increased, prices rose, customers reduced purchases, suppliers expanded production, and eventually the market returned to balance. That cycle has changed.

June 24, 2026 In the second quarter of 2026, pricing outperformed prior forecasts, demand remained resilient, and industry projections moved higher once again. While AI remains the dominant growth catalyst, the latest revisions point to broader structural changes across the memory ecosystem. One of the most significant developments is the emergence of agentic AI as a driver of mainstream DRAM demand.

June 23, 2026 Huawei is pushing foldable smartphone design in a new direction with the Pura X Max, a wide-format foldable that delivers a larger, more productivity-focused experience than traditional book-style foldables. Measuring over 25 mm larger than the original Pura X when unfolded, the device offers a tablet-like form factor while retaining the portability of a foldable smartphone.

Smartphones were already among the most complex devices to design. Then Apple raised the bar again. With the Apple iPhone 17, the industry is seeing a new level of ambition, bringing next-generation silicon, an advanced camera and imaging system, and a refined connectivity architecture into a device that hundreds of millions of people will carry in their pocket. On the surface, it's another flagship release.

$2 Trillion Semiconductor Market, AI Investment & Foundry Expansion This month brought no shortage of major developments for the semiconductor industry. AMD announced over $10 billion in investments across Taiwan's semiconductor ecosystem, and Broadcom unveiled a new AI compute platform targeting more than 20 gigawatts of capacity.

800V DC, GaN vs SiC, and the Technologies Reshaping AI Datacenters June 22, 2026 PCIM 2026 confirmed a major shift in the semiconductor industry: datacenter power architecture has become one of the most critical challenges of the AI era. As next-generation AI accelerators push beyond 6,000W, the industry's focus is expanding beyond compute performance to the infrastructure required to power it.

Google used I/O 2026 to expand Gemini for Home, accelerate third-party AI device adoption, and lay the foundation for agentic smart home experiences, without launching new hardware. June 19, 2026 At Google I/O 2026, Google shifted its focus away from new smart home devices and doubled down on Gemini AI. Instead of unveiling hardware, the company showcased how Gemini for Home will expand across smart speakers, displays, cameras, and third-party devices.