Axis Intelligence

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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.