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Recent Episodes
S2E5 The Capacity Crunch.
The semiconductor “capacity crunch” isn’t where most peopleexpect. While advanced logic is tight, it’s memory, especially HBM, that’s reshaping the entire market. A lack of DDR4 is triggering price…
S2E4 The Geography of AI Compute
The AI compute gap is widening. Yields are low. Constraints are real. Innovation is taking unexpected paths.Here are the takeaways on the evolving AI Chip Wars. Full webinar available at…
S2E3 The Curious Case of the MacBook Neo
Apple’s MacBook Neo signals a quiet but important shift in strategy. Instead of pushing further upmarket, Apple is redefining what a more accessible Mac can look like—without abandoning the core…
S2E2 From Foundry to Full Stack: Why IonQ Bought SkyWater
This episode discusses SkyWater Technologies, the only US-owned pure play foundry, and its recent acquisition by quantum computing company IonQ. Join James Sanders and Dylan McGrath as they explore…
S2E1 The Semiconductor Shake-Up! Privacy, Personalization, and the New Value of Data
Welcome back to The Chip Observer — the podcast where we decode how semiconductors are shaping our world.This episode features insights from TechInsights analysts Eric Smith and Ken Hyers, taken from…
S1E15 Inside Apple Silicon: Five Years Reshaping the Mac
Welcome back to The Chip Observer, presented by TechInsights — your definitive source for semiconductor insight.In this episode, James Sanders and Wayne Lam discuss how Apple Silicon has reshaped the…
S1E14 Chip Observer November 2025 Recap!
This episode of the Chip Observer podcast features hosts David McQueen and James Sanders discussing key stories from their November publication. The conversation covers Open AI's restructuring from…
S1E14 Chip Observer November 2025 Recap
This episode of the Chip Observer podcast features hosts David McQueen and James Sanders discussing key stories from their November publication. The conversation covers Open AI's restructuring from…
S1E13 Hybrid Technologies! Stepping stones or Battleground?
This episode breaks down how smartphones and PCs are becoming the front line for on-device generative AI. Featuring insights from TechInsights analysts Eric Smith and Ken Hyers, it explores how new…
S1E12 Defining Generative AI and Its Device Impact
The episode explores how generative AI is evolving from cloud-based systems to on-device intelligence, marking a fundamental shift in computing. It explains that AI models are now running locally on…
S1E11 Key Trends in the Automotive Industry
From Detroit to Shenzhen: The reinvention of car Culture!The automotive industry is undergoing a renaissance, driven by electrification, AI, and shifting supply chains. China leads in vehicle…
S1E10 Is AI at War with Sustainability?
In this episode of The Chip Observer, we confront a bold question: Is artificial intelligence advancing at the cost of the planet? Join us as we speak with Steven Russell, Senior Technical Fellow at…
S1E9 Wearables – Reimagined for Today!
In this episode of The Chip Observer, we explore the fast-evolving world of wearable technology—where innovation meets health, fitness, and everyday life. Join guests Steve Waltzer, Dan McGrath, and…
S1E8 Deals, Disruptions & the AI Surge - The Chip Observer May Recap
A quick roundup of May’s biggest semiconductor stories — from billion-dollar deals and AI growth to tariffs, leadership shakeups, and industry restructurings, unpacking the key developments shaping…
S1E7 Tariffs, AI, & Photonics: The Chip Observer April Recap
In this edition of The Chip Observer we recap our monthly sister publication, unpacking the complex interplay of geopolitics and semiconductor strategy, with shifting U.S. tariffs and an uncertain…
S1E5 AI @ The Edge - The Role of AI in Wireless and RF Evolution
The video recaps the key takeaways from the recent Mobile World Congress, 2025, focusing on how wireless technology is shaping the integration of AI. Explaining that while AI is being added to…
S1E6 The Evolving Tech Landscape: March Recap
This episode is a recap of the published March Chip Observer Online Magazine, focusing The global tech landscape that is evolving rapidly, with massive investments shaping the future of AI and…
S1E4 Mobile World Congress 2025: A Quick Overview
Many of our Analysts will be present at the congress this week, between March 3rd and March 6th, set to showcase groundbreaking innovations, from next-gen smartphones and AI-powered devices to…
S1E3 Chips, Trades, & Tariffs: Quick Recap on the February Chip Observer
A recap of the published February Chip Observer Online Magazine, focusing on the evolving Foundry competitions and the ongoing Tariffs trade war. In this episode, we briefly discuss the development…
S1E2 Digital Assisted Living: Better living with technology
The wearables and home automation industry are undergoing an exciting shift, placing health, wellness, and user experiences at the heart of innovation, with a Transformative focus on personalized and…
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TechInsights: The Chip-Observer has published 22 episodes since December 2024, covering topics in Technology.
TechInsights: The Chip-Observer is currently highly active with new episodes monthly. Average episode length is 17m.
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