Silicon Almanac. public sources only
08 · Record

How the record works.

The rules this surface obeys, what is built, and every source.

01

What this surface is allowed to do

These are not style preferences. Breaking one damages the asset.

Allowed, because it is a recordForbidden, because it is a rating
"Issued 4 March: 2027. Issued 12 November: 2028. Source.""Slipping"
A line that goes downA red line that goes down
"Restated from 103.4 to 101.8 on 15 August""Downgraded", "cut", "missed"
"Three revisions in 2025""Frequently revised", "unreliable"
A tooltip showing both values and both datesA tooltip showing "−1.6% worse"

The rule that follows: the vertical axis already carries direction, so nothing else may. Colour identifies the target period. Shape distinguishes a forecast from a result. The good/warning/critical palette used elsewhere on the web is deliberately absent from every chart here.

02

What is in this build, and what is not

Honest scope, so nothing here is mistaken for finished.

PieceStateWhat remains
Forecast revisionsreal data: 4 subjects, 16 targets, 34 sourced pointsmore publishers, more targets
Data revisions (ALFRED)collector written, never runprove against the live endpoint on the host
Schedule revisionsspecified, not builtdeliberately last; it is the one about named companies
Exchange ratespartial: 3228 dates, 34 currenciesrun collect_fx.py for the full history
Gap register9 entries, machine-readableclose them, or record why they cannot be closed
The lens, matrix, digestworkingport into semi.js, add a nav slot
03

What the record knows it is missing

A tracker that shows only what it has is telling you half of what it knows. The withheld half is the half that tells you how far to trust the rest.

House rule 10 says a check that cannot run must say which rows it skipped. This applies the same rule to curation. Every entry names what exists, what is missing, why it is not recorded, and what recording it would unblock. Several of these are gaps that could be closed by guessing, and are not closed, because a guessed date puts a real number on the wrong day and that is worse than an absent point.
04

Sources used on this surface

Every one free, public and linked.

PublisherWhatLink
WSTSsemiconductor market forecasts, twice yearly wsts.org
SEMIequipment forecasts and WWSEMS billings semi.org
European Central Bankeuro reference rates ECB
Federal Reserve BoardH.10 exchange rates, via FRED FRED DEXTAUS
Federal Reserve Bank of St. LouisALFRED vintage archive ALFRED

A personal project, built in a private capacity from public sources only. Published by YINDOR, the one-person business of Jorg Jansen. Not affiliated with or endorsed by any employer. Not investment advice, and no view is stated on any company or security anywhere on this site. This build is a working prototype. The exchange-rate file covers 2014-01-02 to 2026-08-13 and was last collected 2026-08-14; the vintage file was last collected 2026-08-14. Both dates are read from the files themselves, so a footer that has gone stale says so rather than repeating what was true at the time it was written.