Where it comes from.
Every number on this site is traceable to a publisher. This page is the receipt.
What this is. Silicon Almanac is published by YINDOR, the one-person business of Jorg Jansen, and is built and run in a private capacity. It is not affiliated with, authorised by, reviewed by, or endorsed by any employer, and it does not represent any employer's data, positions or forecasts.
What it is not. Not investment research, not investment advice, and not a recommendation to buy, sell or hold anything. It contains no price targets, no ratings, no forecasts and no opinion on the outlook for any company or security.
Where the numbers come from. Public sources only: official statistical agencies, regulatory filings, company investor-relations disclosures and public news feeds. Every figure links to its publisher below. No confidential, internal or non-public information of any employer, customer or supplier is used anywhere on this site.
Rules this site follows
- No adjectives on data. The pages print values and changes. They never say strong, weak, surging or collapsing. Form your own view.
- One publisher per number. Nothing is blended, smoothed or re-based without saying so.
- Public and free only. No licensed series. Where a good series exists but is paid, the gap is left visible rather than filled with a scraped substitute.
- Stale is labelled. Every panel carries the period of the data and the time it was fetched. A collector that fails leaves the last good value and marks it stale.
- No third-party code, and no third-party analytics. Feeds are fetched on the server and rendered as links, never embedded. The only script these pages load besides their own is a self-hosted Umami counter running on the author's own server: it sets no cookies, stores no personal data and sends nothing to anyone else, which is why there is no cookie banner. Nothing else on these pages calls out to anybody.
- One scale per chart. Two measures of different magnitude get two charts, never two axes on one.
Known gaps
Stated, not hidden. A tracker that pretends to complete coverage is worse than one that names what it misses.
- Korean and Japanese issuers do not publish monthly revenue. Only Taiwan-listed companies have a monthly line.
- The Taiwan series carries the current month only at source, so its history accumulates forward from the first collector run rather than backfilling.
- The filings table covers SEC filers. Infineon, Renesas, Tokyo Electron and others report elsewhere and are absent from it.
- X and Twitter have no reliable free programmatic access, so they are not a source.
- The cloud regions on the fab map are the four largest operators' own published region lists. They are not a data-centre map: colocation operators, enterprise sites, Chinese operators and unannounced leased capacity are all absent, and a region is one or more buildings whose addresses nobody publishes, so each marker is the city or area the provider names. OpenStreetMap was considered and rejected: its data-centre coverage varies so much by country that a map built from it would show mapping effort rather than compute, and it is share-alike where everything else here is public domain or open government data.
- Nobody publishes fab electricity consumption per site, and no operator's own report separates it from the rest of the company. The energy page therefore stops at national totals, which is as far as the public record goes.
Source ledger
Everything the collectors read, with licence, cadence and the moment it was last fetched.
Sources that are not here
Candidates that were tested and rejected, with the reason. Kept on the record so the absence is a decision rather than an oversight.