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The semiconductor industry, recorded.

Who builds what, what the public filings say, and what is being written about it. Every figure here carries a link to the page its publisher put it on, so you can check it yourself.

Refreshed every six hours Every figure links to its publisher What changed, and when →

What you came to do

Cite a figure Take the publisher, the issue date, the qualifiers and your retrieval date, ready to paste into a memo or a slide. This one moved from 1.9 trillion to 2.1 trillion on 6 August, and the earlier value is still on the page. Free · no account See what moved Every figure this record holds, with the value it replaced beside it and the date the publisher changed it. A slider reverts the page to any day it was published on. Every earlier version, kept Watch a company One page per company: what it is, where its sites are, what it has published and what has been written about it, with the reason any list is empty printed on the page. 177 companies · the empty ones say why Use it inside an assistant Read the whole record from your own AI assistant. It returns rows carrying the publisher and the link, and refuses to return a row that has neither. It cannot summarise or rank anything, on purpose. No account, no key, no sign-in

This record states no view. It reports what publishers published, and when they changed it. When a figure moves here, a publisher moved it. This record runs no model of its own, so it has none to revise.

The Record

Everything on this site. What a publisher published, on what date, with the figure it replaced still beside it, and a link to the page it came from. No account, no wall, and no figure has ever moved behind one. What you mark stays in your own browser, and the method page names every last byte of it.

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The Desk

The same record, arranged around what you watch: the companies and sources you follow, what moved since your last visit across every page rather than one, and the figures you have cited. It is new work rather than a fence around old work.

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Everyone gets the same Record. The Desk is yours.

Everything this record holds is listed below, each entry stating what it is and what it refuses to do. The reading guide is the long version: what each page holds, what every axis and shape means, and what this site deliberately does not tell you.

Where to go

Everything this record holds, in the order the menu holds it. Each one states what it is and what it refuses to do.

01 · Calendar What is due when Every statistical release a publisher has announced a date for, on one month grid, with the date it was first announced beside the date it carries now. Announced dates only · never predicted 02 · Companies One page per company What each company is, where its sites are, what it has published and what has been written about it, with the reason any list is empty printed on the page. A page for every company on the map 03 · Map Who builds what Every layer of the value chain and the companies in it, searchable by name, ticker, role and country. Every layer, from EDA to distribution 04 · Fabs Where they are made Every announced or operating fabrication and packaging site on one world map, by status, type and announced scale. Announced and operating sites 05 · Nodes Which fabs are where on the curve Every published definition of the process-node bands, and the fab sites that fall inside each one under that definition, on its own date. A publisher's bands · not this record's 06 · What is built What each fab makes The fab sites described by a memory generation, a material or a packaging technology instead of a figure in nanometres, each row naming who published the string. The published wording · never merged 07 · Materials What a wafer is made from Silicon, gallium, germanium, indium and arsenic, as the U.S. Geological Survey printed them, one edition a year, with the marks it uses where it will not print a figure. One publisher · every edition kept 08 · AI What is being spent Hyperscaler capital expenditure and semiconductor equipment revenue, both from SEC filings, drawn side by side without asserting a relationship. SEC filings · no relationship implied 09 · Energy What it all runs on National metered electricity for data centres, and what chipmakers publish about their own energy and water. Official statistics · company reports 10 · Filings What the numbers say Revenue, margins and capital spending as filed with the SEC. Sortable, with revenue and capex laid out by layer. As filed · SEC EDGAR XBRL 11 · CHIPS awards What the government said it is paying Every CHIPS for America award: the recipient, the site and the amount in the words the government used, including the ones it lists with no figure at all. A government's own figure · never totalled 12 · Feeds What is being written Trade press, independent analysts, company newsrooms, policy, research and video. Fetched server-side, shown as plain links. Fetched server-side · shown as plain links 13 · Archive Everything that was written Every item every feed has carried since this record started, searchable by day, source and category. What you mark read stays in your browser. The whole run of the feeds 14 · The record What changed Published forecasts and official statistics as they were issued, every earlier version kept beside the current one. A date slider reverts the page to any day it was published on. Every earlier version, kept 15 · Method and sources Where it comes from Every source, its licence, its cadence and when it was last fetched. The rules this page follows, and the gaps it refuses to fill. Every source named · no cookies 16 · Least certain What is missing, in public Every gap this record knows it has, worst for a reader first, with the reason it is open. Plus the one thing worth sending us: a publisher we are not reading. Named, not filled in 17 · Who to read instead What this record is not The things this site refuses to do, published, with the people who do them well. Explainers, teardowns, policy readings, and what a change means. No affiliate links · nobody asked

Pulse

Official statistics. Each tile carries the publisher and the period. A figure here is whatever the publisher printed.

The chain

Entity counts per layer, from the map. Select a layer to open it.

What changed

Everywhere else on this site shows the current figure. The record keeps the earlier ones too, so a forecast that moved can be read against what it replaced, with both linked to the publisher that issued them. The record →

Latest

Newest eight items across every feed. All of it → · Notes is where this record writes about itself.