China bans TechInsights from working with or receiving data from Chinese entities, citing national security concerns, after a report on Huawei's Ascend AI chips
Beijing has banned semiconductor research firm TechInsights from working with or receiving data from Chinese entities …
Chipmaker SiTime's shares closed up 19.53% on March 5 after TechInsights' iPhone 16e teardown revealed that Apple used SiTime's timer chips in the smartphone
The appearance of SiTime Corp. components in the new iPhone 16e is fueling a stock rally for the little-known chipmaker, sending the shares up as much as 17% on Wednesday.
SemiAnalysis: DeepSeek spent “well over $500M on GPUs”; TechInsights says DeepSeek isn't “a big hit to Nvidia” but “a bigger problem for companies like OpenAI”
Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday
TechInsights teardown: Huawei's Pura 70 uses a 7nm chip, similar to the Mate 60, and a Kirin 9010 processor, a newer version of the Mate 60 Pro's Kirin 9000s
Vlad Savov / Bloomberg :
A look at Towa Corp., which TechInsights says commands two-thirds of the global chip molding equipment market and has seen shares jump ~400% in the past year
Bloomberg :
TechInsights teardown: Huawei's newest laptop, the Qingyun L540 notebook, runs on a chip made by TSMC, quashing talks of another Chinese tech breakthrough
- New findings quash talk of another big Chinese advance — Huawei remains at the vanguard of China's tech war with the US
TechInsights teardown: Huawei's Mate 60 Pro uses a new Kirin 9000s chip that was fabricated in China by SMIC using a 7nm process, a blow to US sanctions
The company's Mate 60 Pro is powered by SMIC's 7nm chips, according to analysis that TechInsights conducted for Bloomberg News
TechInsights teardown: iPhone XS Max components cost an estimated $443 for the 256GB model, nearly $50 more than last year's 64GB iPhone X
The iPhone XS Max with 256GB of storage costs an estimated $443 to make, according to estimates shared by TechInsights in a teardown of the new device.