Spot the Turn. Secure Supply. Stay Ahead.
Spot the Turn. Secure Supply. Stay Ahead.
Spot the Turn. Secure Supply. Stay Ahead.
Data suppliers
Data suppliers
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
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future…
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future…
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future…
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future…
All metrics
Semiconductor Industry Performance
Macro economic metrics
34.6%
Semiconductor Industry Performance
Macro economic metrics
34.6%
Semiconductor Industry Performance
Macro economic metrics
34.6%
Sourcing and Procurement
Sourcing and Procurement
2 Metrics
2 Metrics
“This really is a solution by and for people in the industry. “
“This really is a solution by and for people in the industry. “
“This really is a solution by and for people in the industry. “
“This really is a solution by and for people in the industry. “
Sharon Su
Sharon Su
Director of Strategic Supplier Partnership at
Director of Strategic Supplier Partnership at
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
Tracks quarterly trends in electronics/IC sales and equipment spending across categories like MOS Logic, Memory, Analog, and Discrete.
Tracks quarterly trends in electronics/IC sales and equipment spending across categories like MOS Logic, Memory, Analog, and Discrete.
2025
2025
/
/
Q1
Q1
/
/
Jan-Mar
Jan-Mar
Lead Time Trend
Lead Time Trend
Lead Time
Lead Time
Demand vs. Supply
Demand vs. Supply
3 Metrics
3 Metrics
“We’re excited to launch Conductor and see different members getting together for the good of the entire industry“
“We’re excited to launch Conductor and see different members getting together for the good of the entire industry“
“We’re excited to launch Conductor and see different members getting together for the good of the entire industry“
“We’re excited to launch Conductor and see different members getting together for the good of the entire industry“
Bettina Weiss
Bettina Weiss
Chief of Staff & Corporate Strategy
Chief of Staff & Corporate Strategy
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.
“We’re thrilled to partner with SEMI, DELL and other members of the IAC to bring Conductor to market, and revolutionize how we collaborate.“
“We’re thrilled to partner with SEMI, DELL and other members of the IAC to bring Conductor to market, and revolutionize how we collaborate.“
“We’re thrilled to partner with SEMI, DELL and other members of the IAC to bring Conductor to market, and revolutionize how we collaborate.“
Talal Abu Issa
Talal Abu Issa
Co-Founder and Co-CEO
Co-Founder and Co-CEO
From Bullwhip to Backlog–Every Signal in One Library
From Bullwhip to Backlog–Every Signal in One Library
Macro economic
Macro Economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
Macro Economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
Macro Economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Macro economic
Macro Economic
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Demand/PO
Demand
5 Metrics
Demand Visibility
PO commitment
Demand change (YoY changes and future trend)
All metrics
Lead Time
Demand
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
Demand
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
Demand
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Lead Time
Demand
2 Metrics
Current lead time vs. normal lead time
Lead time tren
Inventory
Demand
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
Demand
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
Demand
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
Demand
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Capacity/Utilization
Demand
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
Demand
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
Demand
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Capacity/Utilization
Demand
5 Metrics
Utilization (past quarter and future changes)
Order backlog
Fab UT vs Total IC Inventory
All metrics
Demand vs. Supply
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
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
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
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
Macro Economic
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
Macro Economic
3 Metrics
Inventory level (current vs. target; past quarter vs. current)
Inventory level (past quarter vs. current)
Inventory Index by semiconductor segment
Inventory
Macro Economic
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
Macro Economic
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
Macro Economic
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
Macro Economic
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)
Macro economic metrics
Demand & PO Metrics
Lead time Metrics
Inventory Metrics
Capacity & Utilization Metrics
Demand vs Supply Metrics
Sourcing and Procurement metrics
Macro economic metrics
Demand & PO Metrics
Lead time Metrics
Inventory Metrics
Capacity & Utilization Metrics
Demand vs Supply Metrics
Sourcing and Procurement metrics
Entire data graph you’ll access
Macro economic metrics
Demand & PO Metrics
Lead time Metrics
Inventory Metrics
Capacity & Utilization Metrics
Demand vs Supply Metrics
Sourcing and Procurement metrics
Macro economic metrics
Demand & PO Metrics
Lead time Metrics
Inventory Metrics
Capacity & Utilization Metrics
Demand vs Supply Metrics
Sourcing and Procurement metrics
Macro economic metrics
Demand & PO Metrics
Lead time Metrics
Inventory Metrics
Capacity & Utilization Metrics
Demand vs Supply Metrics
Sourcing and Procurement metrics
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Boost your Trading Choices with instant AI support
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Resources
Boost your Trading Choices with instant AI support
© 2025. Beebolt
Information Security Management System 27001:2022
Resources
Boost your Trading Choices with instant AI support
© 2025. Beebolt
Information Security Management System 27001:2022
Resources