Semi

SEMI — Market Intelligence (WORLDFAB / World Fab Forecast platform) — Line-by-line global semiconductor fabrication capacity and capex database: 1,560+ fab facilities tracked facility-by-facility and line-by-line, covering ~180+ facilities/lines with ramp timelines and start volumes, with per-line spend, construction status, production capacity, technology node, device type, wafer-size transitions and full lifecycle state (planning → construction → production → closure), updated quarterly and verified bottom-up company-by-company against executive statements and announcements, with forward fo…

Semi offers (Supply Chain, Alternative, Fundamental, Reference) — 1,560+ fab facilities with line-level detail on 180+ facilities/lines per quarterly release, each carrying spend, capacity, node, device-type, wafer-size and lifecycle fields, plus forward forecasts to 2027.

Semiconductor cycle forecasting and equipment-vendor revenue modelling (per-line capex timing maps to ASML/AMAT/TEL/LRCX book-and-ship); supply/demand imbalance detection by device type ahead of published earnings; capacity-based alt-alpha on foundry and memory names; construction-timing and cleanroom-absorption models for EPC and facility-equipment suppliers; trained models predicting tool orders or shipment timing from announced fab milestones; government/policy screening of announced domestic capacity build-out.

The data is with 10 years of history.

Coverage spans US, APAC, Japan, China/HK, Europe; Semiconductors & Semiconductor Equipment; supply_chain, alternative, fundamental, reference; equities.