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Spot the Turn. Secure Supply. Win the Quarter.
Spot the Turn. Secure Supply. Win the Quarter.
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Data suppliers
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Dr. John Chen
16 Mar
Senior Semiconductor Analyst · Semi
The semiconductor capital equipment market is evolving, with spending shifting towards advanced packaging and testing…
Dr. John Chen
16 Mar
Senior Semiconductor Analyst · Semi
The semiconductor capital equipment market is evolving, with spending shifting towards advanced packaging and testing…
Dr. John Chen
16 Mar
Senior Semiconductor Analyst · Semi
The semiconductor capital equipment market is evolving, with spending shifting towards advanced packaging and testing…
Dr. John Chen
16 Mar
Senior Semiconductor Analyst · Semi
The semiconductor capital equipment market is evolving, with spending shifting towards advanced packaging and testing…
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Semiconductor Industry Performance
Macro economic metrics
125%
Semiconductor Industry Performance
Macro economic metrics
125%
Semiconductor Industry Performance
Macro economic metrics
125%
Sourcing and Procurement
Sourcing and Procurement
2 Metrics
2 Metrics
Dashboard
Topics
Categories
Enable Advanced Trade Workflow
Automate RFQs
Shipment Tracking
Ask Boost AI
SEMI supply chain metrics
2025
/
Q1
/
Jan-Mar
Continuity of Supply
Topic
2 expert responses
91.2%
-8%
16 days
Supplier Performance
Topic
+11.2%
6 expert responses
Demand Variability Management
Topic
-2%
12 expert responses
Metrics suite
See all
Bullwhip Effect Factor
Utilization (past quarter and future changes)
Semiconductor Industry Performance
Speed of demand recovery - by semiconductor SC segment
Current lead time vs. normal lead time
Fab UT vs Total IC Inventory
Front-end fab Equipment Spending (Other SEMI data example)
Industry news
See all
Mission Continuity News March 2025: Supply Chain Resilience
emp.unc.edu · 10 Apr, 20:28
Resilience by design: Why supply chain resilience begins with the contract
thebci.org · 12 Mar, 16:08
3 Requirements for Reliable Manufacturing Supply Chain Continuity
iso-inc.com · 1 Mar, 9:08
Dashboard
Topics
Categories
Enable Advanced Trade Workflow
Automate RFQs
Shipment Tracking
Ask Boost AI
SEMI supply chain metrics
2025
/
Q1
/
Jan-Mar
Continuity of Supply
Topic
2 expert responses
91.2%
-8%
16 days
Supplier Performance
Topic
+11.2%
6 expert responses
Demand Variability Management
Topic
-2%
12 expert responses
Metrics suite
See all
Bullwhip Effect Factor
Utilization (past quarter and future changes)
Semiconductor Industry Performance
Speed of demand recovery - by semiconductor SC segment
Current lead time vs. normal lead time
Fab UT vs Total IC Inventory
Front-end fab Equipment Spending (Other SEMI data example)
Industry news
See all
Mission Continuity News March 2025: Supply Chain Resilience
emp.unc.edu · 10 Apr, 20:28
Resilience by design: Why supply chain resilience begins with the contract
thebci.org · 12 Mar, 16:08
3 Requirements for Reliable Manufacturing Supply Chain Continuity
iso-inc.com · 1 Mar, 9:08
Dashboard
Topics
Categories
Enable Advanced Trade Workflow
Automate RFQs
Shipment Tracking
Ask Boost AI
SEMI supply chain metrics
2025
/
Q1
/
Jan-Mar
Continuity of Supply
Topic
2 expert responses
91.2%
-8%
16 days
Supplier Performance
Topic
+11.2%
6 expert responses
Demand Variability Management
Topic
-2%
12 expert responses
Metrics suite
See all
Bullwhip Effect Factor
Utilization (past quarter and future changes)
Semiconductor Industry Performance
Speed of demand recovery - by semiconductor SC segment
Current lead time vs. normal lead time
Fab UT vs Total IC Inventory
Front-end fab Equipment Spending (Other SEMI data example)
Industry news
See all
Mission Continuity News March 2025: Supply Chain Resilience
emp.unc.edu · 10 Apr, 20:28
Resilience by design: Why supply chain resilience begins with the contract
thebci.org · 12 Mar, 16:08
3 Requirements for Reliable Manufacturing Supply Chain Continuity
iso-inc.com · 1 Mar, 9:08
Dashboard
Topics
Categories
Enable Advanced Trade Workflow
Automate RFQs
Shipment Tracking
Ask Boost AI
SEMI supply chain metrics
2025
/
Q1
/
Jan-Mar
Continuity of Supply
Topic
2 expert responses
91.2%
-8%
16 days
Supplier Performance
Topic
+11.2%
6 expert responses
Demand Variability Management
Topic
-2%
12 expert responses
Metrics suite
See all
Bullwhip Effect Factor
Utilization (past quarter and future changes)
Semiconductor Industry Performance
Speed of demand recovery - by semiconductor SC segment
Current lead time vs. normal lead time
Fab UT vs Total IC Inventory
Front-end fab Equipment Spending (Other SEMI data example)
Industry news
See all
Mission Continuity News March 2025: Supply Chain Resilience
emp.unc.edu · 10 Apr, 20:28
Resilience by design: Why supply chain resilience begins with the contract
thebci.org · 12 Mar, 16:08
3 Requirements for Reliable Manufacturing Supply Chain Continuity
iso-inc.com · 1 Mar, 9:08
All the KPIs, One Tab
All the KPIs, One Tab
Macro → Micro navigation
Macro → Micro navigation
Drill from Bullwhip Factor down to wafer-specific inventory with breadcrumb simplicity.
Drill from Bullwhip Factor down to wafer-specific inventory with breadcrumb simplicity.
Fresh by design
Fresh by design
Each chart shows source, last-update stamp, and similar metrics so you always know what’s next.
Each chart shows source, last-update stamp, and similar metrics so you always know what’s next.
Global search & filter
Global search & filter
Find any metric, time-frame or topic in milliseconds—no SQL needed.
Find any metric, time-frame or topic in milliseconds—no SQL needed.
Semiconductor Industry Performance
Semiconductor Industry Performance
Quarterly electronics/IC sales trend
Quarterly electronics/IC sales trend
Quarterly equipment spending trend (WFE, Test, A&P)
Quarterly equipment spending trend (WFE, Test, A&P)
2025
2025
/
/
Q1
Q1
/
/
Jan-Mar
Jan-Mar
Opportunity for semiconductor supply chain
Opportunity for semiconductor supply chain
Macro economic metrics
Macro economic metrics
3d
3d
Demand vs. Supply
Demand vs. Supply
3 Metrics
3 Metrics
Discussions
Discussions
Dr. John Chen
Dr. John Chen
Yesterday
Yesterday
Senior Semiconductor Analyst · TechInsights
Senior Semiconductor Analyst · TechInsights
20 Mar
20 Mar
28
28
Write an internal reply
Write an internal reply
6 expert responses
6 expert responses
Internal Notes
Internal Notes
Nina Cooper
Nina Cooper
Today
Today
Senior Semiconductor Analyst · Semi
Senior Semiconductor Analyst · Semi
20 Mar
20 Mar
While long-term investments in wafer fab and advanced packaging remain strong, the key risk factor is geopolitical uncertainty, particularly U.S.-China trade tensions. If restrictions on equipment exports tighten…
While long-term investments in wafer fab and advanced packaging remain strong, the key risk factor is geopolitical uncertainty, particularly U.S.-China trade tensions. If restrictions on equipment exports tighten…
2
2
Reply
Reply
Edit
Edit
Remove
Remove
3 team responses
3 team responses
Your Insights, Our Analysts, One Conversation
Your Insights, Our Analysts, One Conversation
Expert Sharing Insight
Expert Sharing Insight
SEMI analyst notes add content to the trendlines and graphs.
SEMI analyst notes add content to the trendlines and graphs.
Share your own insights in private
Share your own insights in private
Publish your own insights internally, visible only to your team members—never public.
Publish your own insights internally, visible only to your team members—never public.
Private team discussions
Private team discussions
Comment and collaborate on relevant data.
Comment and collaborate on relevant data.
From Bullwhip to Backlog–Every Signal in One Library
From Bullwhip to Backlog–Every Signal in One Library
Macro economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Lead Time
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Capacity/Utilization
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Demand vs. Supply
3 Metrics
Wafer Supply vs Demand (300 and 200mm)
Polished wafer shipments vs memory inventory cycle
Epitaxial wafer shipments vs foundry wafer inventory cycle (300 and 200mm)
Entire data graph you’ll access
Macro economic metrics
Lead Time metrics
Inventory metrics
Capacity/Utilization metrics
Demand vs. Supply metrics
Sourcing and Procurement metrics
Macro economic metrics
Lead Time metrics
Inventory metrics
Capacity/Utilization metrics
Demand vs. Supply metrics
Sourcing and Procurement metrics
Macro economic metrics
Bullwhip Effect Factor
Semicon market revenue YoY growth %/ Real GDP YoY growth %
Semiconductor Industry Performance
Quarterly electronics/IC sales trend
Quarterly equipment spending trend (WFE, Test, A&P)
Front-end fab Equipment Spending (Other SEMI data example)
Quarterly equipment spending ($M) by region (US, CN, EU, JP, KR, SEA, TW)
World Container Index (WCI) - actual and forecast
Changes in container shipping rates on major trade routes around the world
Global and Regional Shipment Volume Development
Trend of monthly shipment volumes YoY% change at each region and globally
Opportunity for semiconductor supply chain
Key developments considered biggest opportunity for semiconductor supply chain in the next 12 months
Long-term threat to company's future supply
Key developments considered biggest long-term threat to company's future supply (>6 months)
Optimism toward future semiconductor supply chain
How optimistic toward the semiconductor supply chain in the next 12 months, by Revenue growth and S/D dynamics perspectives
Lead Time metrics
Inventory metrics
Capacity/Utilization metrics
Demand vs. Supply metrics
Sourcing and Procurement metrics
Macro economic metrics
Lead Time metrics
Inventory metrics
Capacity/Utilization metrics
Demand vs. Supply metrics
Sourcing and Procurement metrics
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© 2025. Beebolt
Information Security Management System 27001:2022
Boost your Trading Choices with instant AI support
© 2025. Beebolt
Information Security Management System 27001:2022
Boost your Trading Choices with instant AI support
© 2025. Beebolt
Information Security Management System 27001:2022
Boost your Trading Choices with instant AI support
© 2025. Beebolt
Information Security Management System 27001:2022