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TechInsights: The Chip-Observer Podcast Transcripts

TechInsights, Inc. · 25 episodes with transcripts

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Spoken has transcripts of 25 TechInsights: The Chip-Observer episodes, with the speakers named. The newest listed here is from October 20, 2026.

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Every TechInsights: The Chip-Observer transcript in one script

25 episodes of TechInsights: The Chip-Observer have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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Latest TechInsights: The Chip-Observer transcripts

Inside the iPhone 18Pro: What's Driving Performance, AI, and Cost

October 20, 2026

Patrick Golfman (0:00)

Remember the chaotic old days of an iPhone launch?

People literally pitching tents on sidewalks, sleeping on cardboard boxes, and waiting 14 hours just to be the first to hold a phone?

SPEAKER_2 (0:48)

Hello and welcome back to Tech Insights, the Chip Observer, home to all things semiconductor related.

And if you hadn't already figured it out, we're looking at the iPhone 18 Pro today. And that baritone voice you just heard was Patrick Golfman, one of our many specialists and analysts who's had the chance to tear into this new tech. In the following episode, our compiled excerpts from a recent webinar published on…

Wayne Lamb (2:07)

Apple has been very public this year about the need to raise prices of devices due to the memory storage driven by the AI data center boom. TechInsights estimates that memory component prices could add up to about $150 in bill of materials.

And given that Apple is only charging $100 retail premium, it suggests that Apple is sharing some of the bomb cost increases, which inevitably will decrease its gross margins. Naturally, the iPhone 18 Pro memory configuration remains unchanged from last year to keep the bill cost down.

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