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[withheld] — SKU-level AI accelerator shipment, pricing, and HBM/memory supply data — unit shipments, ASPs, chip specs, HBM stack details, server/rack configurations, wafer-start and packaging capacity, and customer-level installed FLOPS, tracked quarterly by company and SKU from 2021 through forecasts to 2030.. Large for an independent research firm — ~85-250 employees across 11-13 countries, ~250K+ newsletter subscribers, and press-reported revenue approaching $100M; institutional model/data products sold alongside a paid newsletter and consulting.. Use cases: Semiconductor/hyperscaler co…
Mapped by SIG/015 Storage Wars: Sandisk (SNDK) reports 2/3 Lockup of Next Years Production - But New Capacity is Coming Online Fast. , SIG/013 Trouble in Taiwan - Silicone Workers Reject Bonus as Micron's Revenue Balloons. , SIG/006 Countdown to Public AI Listings; Old-GPU scarcity is pulling AI capex upstream, SIG/004 Downstream impact of AI data-center capex is showing earlier than expected.