TeepTrak

TeepTrak — Latent asset, not currently sold: machine-level production telemetry accumulated by deploying its OEE/MES layer into semiconductor back-end plants. Because TeepTrak's software sits on the equipment, it observes near-real-time (sub-minute) utilisation of testers (ATE from Teradyne, Advantest, Cohu, typically $1-5M per unit run 24/7), wire bonders, handlers and probe cards, plus site-level utilisation by work centre (test, packaging, assembly, die attach, wire bonding, inspection), work-in-progress and queue times by package type (CoWoS, InFO/fan-out, co-packaged modules, automotive-…

TeepTrak offers (Supply Chain, Alternative, Fundamental) — Potentially very high per site and modest in breadth: sub-minute OEE sampling across dozens to hundreds of testers, bonders, handlers and probe cards at each deployed OSAT or IDM site produces billions of machine-state observations per site-year. Deployment breadth is the constraint - no customer or site count is published, so the tenant footprint must be established at scoping..

Genuine alpha use case: real back-end capacity utilisation as a leading indicator ahead of OSAT earnings, distinguishing announced capacity from actually-loaded capacity across CoWoS, fan-out and HBM lines; constraint and bottleneck detection by package type, which predicts lead times and allocation for AI accelerator and Apple SoC programmes; a cross-OSAT supply-security panel for fabless customers; and model training targets for predicting OSAT utilisation from order books and macro signals, using historical OEE as ground truth. For equipment vendors it gives an installed-base utilisation panel for tester and bonder demand forecasting.

The data is with 3 years of history.

Coverage spans US, APAC, Other, Japan, Europe; Application Software; supply_chain, alternative, fundamental; equities.

The supplier's own access route is a contact form. Request a sample through Brickroad to start.