Storage Wars: Sandisk (SNDK) reports 2/3 Lockup of Next Years Production - But New Capacity is Coming Online Fast.

[withheld] — Cross-enterprise semiconductor supply-chain and allocation data — aggregated commodity semiconductor tracking (including memory chips) with End-of-Production (EoP) dates, delivery lead times, allocation/coverage status, and a shortage/overhang exchange, built from customer BOM/ERP data feeds (e.g. SAP) uploaded across the SECOR client base.. Small specialized enterprise vendor: ~9 employees, multi-product SaaS suite (Database, Resilience, Exchange, Chatbot) targeting semiconductor/automotive supply-chain risk management, primarily in the German/European market..…

[withheld] — Transaction-derived price index data for GPU compute, memory components (DRAM/Flash/modules), power, and AI tokens — spot prices, historical series, and forward curves built from executed transactions rather than surveys or listed offers.. Small-to-mid scale but high-value: ~10-26 employees, $38.7M total raised (incl. $33M seed led by a16z), data licensed to major financial institutions and distributed on Bloomberg Terminal.. Use cases: Financial benchmarking and index licensing (already distributed on Bloomberg Terminal), GPU/compute capacity pricing and hedging, …

[withheld] — Monthly semiconductor industry data book — global, regional, and company-specific data points (capacity, utilization, company financials, country dynamics) compiled from public government statistics, economic sources, and public company disclosures into a structured tracker.. Very small, likely solo/bootstrapped operation (Apollo lists 1 employee) running a niche paid semiconductor-data newsletter/data book.. Use cases: Investment research and trend-tracking for semiconductor/AI-hardware investors; company and country benchmarking; capacity-utilization tracking for supply-cha…

[withheld] — Real-time transactional spot-market pricing data for electronic components (ICs, semiconductors, diodes, transistors, MOSFETs, resistors, capacitors, crystals/oscillators) sourced from certified first-hand suppliers across China's electronic components distribution network, plus an 'Industry Prosperity Index' and shortage/popularity component trackers.. Large-scale regional platform: hundreds of thousands of users claimed, parent company serves 10,000+ distributors via ERP software, >$400M annual transaction value (2021), >$100B …

[withheld] — Engineering search and BOM-analysis interaction data: natural-language component queries, datasheet Q&A sessions, uploaded BOMs/schematics/PCB layouts, and AI-generated part-substitution/pin-compatibility decisions, layered on top of a proprietary 22M+ component database aggregated from 700+ manufacturers/distributors and 7,700+ sources.. Very early-stage/solo-founder startup: 1 employee (founder Jiaze Ke, ex-Tencent AI Product Manager), small but growing LinkedIn following, exploring partnership with at least one notable hardware company.. Use cases: Training data for electronics…

[withheld] — AI-enhanced, browseable reorganization of official U.S. Census Bureau international trade data (imports/exports by HS/SITC product code, country, state, customs district, port) plus derived metrics (YoY growth, 'opportunity score', observed effective duty rate) not published directly by Census.. Small, lean operation: appears to be a niche vertical product from a small data/AI holding company (Fovea) rather than a large team; monetizes via freemium (free basic access, paid bulk export/alerts/directory).. Use cases: Supply-chain and sourcing int…

[withheld] — Quarterly SKU-level dataset tying AI accelerator/HBM shipments, ASPs, and specs to upstream wafer starts, foundry capacity, packaging/yield, and downstream installed-base FLOPS — an institutional research data product (Accelerator & HBM Model), distinct from the public newsletter.. Mid-large, well-established: ~90 employees, broad catalog of 13+ paid institutional research models plus API/data products, positioned as a leading authority in AI/semiconductor research.. Use cases: Semiconductor/AI-hardware supply chain and capacity-utilization analysis, investment research on acce…