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Axis Intelligence — Structured semiconductor manufacturing statistics series delivered as a numbered row-level CSV: global equipment sales and forecasts, 300mm fab equipment spending 2025-2029 split between Logic and Micro versus Memory (with DRAM and 3D NAND allocations), leading-edge capacity share by year, CHIPS Act award and disbursement tracking, and quarterly per-company capital expenditure against 12-inch-equivalent wafer shipments for named manufacturers. Overlaid on those inputs are three proprietary indices the firm defines and computes itself — a Capex Revision Index measuring how …
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Structured semiconductor manufacturing statistics series delivered as a numbered row-level CSV: global equipment sales and forecasts, 300mm fab equipment spending 2025-2029 split between Logic and Micro versus Memory (with DRAM and 3D NAND allocations), leading-edge capacity share by year, CHIPS Act award and disbursement tracking, and quarterly per-company capital expenditure against 12-inch-equivalent wafer shipments for named manufacturers. Overlaid on those inputs are three proprietary indices the firm defines and computes itself — a Capex Revision Index measuring how far an industry body's own forward forecasts have drifted since first published, a Leading-Edge Intensity Ratio, and a Wafer Capital Intensity metric — each published with method notes so the calculation is reproducible.
From 4 yearsCoverage Information TechnologyAsset class Equities
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Axis Intelligence — Structured semiconductor manufacturing statistics series delivered as a numbered row-level CSV: global equipment sales and forecasts, 300mm fab equipment spending 2025-2029 split between Logic and Micro versus Memory (with DRAM and 3D NAND allocations), leading-edge capacity share by year, CHIPS Act award and disbursement tracking, and quarterly per-company capital expenditure against 12-inch-equivalent wafer shipments for named manufacturers. Overlaid on those inputs are three proprietary indices the firm defines and computes itself — a Capex Revision Index measuring how …
Axis Intelligence offers (Alternative, Fundamental, Price) — 148 rows in the semiconductor manufacturing CSV alone (112 cited figures plus 36 Axis-calculated rows with method notes), plus a companion capital-expenditure statistics series, a fab investment tracker and a dashboard asset — implying low thousands of individually cited, individually dated structured rows across the entity's statistics pages..
Semiconductor capital-cycle timing and equipment-vendor revenue modelling; a forecast-revision signal for trading the memory and equipment names, since the Capex Revision Index quantifies how often industry projections move; CHIPS Act execution tracking for policy and public-subsidy analysis; leading-edge versus mature capacity share for supply-risk and geopolitical exposure work; unit capital intensity benchmarking across manufacturers; and a clean, method-labelled tabular corpus for training or evaluating quantitative retrieval systems.
The data is with 4 years of history.
Coverage spans US, APAC, Japan; Semiconductor Equipment; alternative, fundamental, price; equities.
The supplier's own access route is a conversation with the supplier. Request a sample through Brickroad to start.
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