Data
Data series
How this is computedCount of dated values in a series, or of series matching the filters, across the committed corpus and the official statistics fetched on schedule.Method →Code → series · How this is computedCount of dated values in a series, or of series matching the filters, across the committed corpus and the official statistics fetched on schedule.Method →Code → dated points · How this is computedCount of dated values in a series, or of series matching the filters, across the committed corpus and the official statistics fetched on schedule.Method →Code → bottlenecks covered · newest change first within each measure
Trade volume · China · Rare-earth magnet sintering
China rare-earth permanent magnet exports, monthlySource: SMM (Shanghai Metals Market) citing China customsSourcedSMM (Shanghai Metals Market) citing China customsOpen the source → tAug 20265,375.1 (Jul 2026) → 5,010 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5,375.1 (Jul 2026) → 5,010 (Aug 2026).Method →Code → vs Jul 2026 · tightensCSV- Source: Centrus Energy 10-Q Q2 2026 (SEC)SourcedCentrus Energy 10-Q Q2 2026 (SEC)Open the source → USD/SWU30 Jun 2026200 (31 Mar 2026) → 200 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.200 (31 Mar 2026) → 200 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · flatCSV
Price · North America · Uranium conversion and enrichment
UF6 conversion spot price (quarter-end, TradeTech/UxC avg)62.5 (31 Mar 2026) → 64.5 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.62.5 (31 Mar 2026) → 64.5 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVBacklog · company: GE Vernova · Heavy-duty gas turbine order books
Gas Power equipment backlog + slot reservation agreementsSource: GE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)SourcedGE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)Open the source → GW30 Jun 2026100 (31 Mar 2026) → 116 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.100 (31 Mar 2026) → 116 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVBacklog · company: Prysmian · High-voltage cable and switchgear
Prysmian Transmission backlogSource: Prysmian (Q2/H1 2026 results press release)SourcedPrysmian (Q2/H1 2026 results press release)Open the source → EUR bn30 Jun 202617 (31 Mar 2026) → 17 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.17 (31 Mar 2026) → 17 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · flatCSVPrice · company: Daqo New Energy (China) · Electronic-grade polysilicon
Daqo polysilicon average selling priceSource: Daqo New Energy Q2 2026 results (SEC Form 6-K exhibit 99.1)SourcedDaqo New Energy Q2 2026 results (SEC Form 6-K exhibit 99.1)Open the source → USD/kgQ2 20265.96 (Q1 2026) → 4.04 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5.96 (Q1 2026) → 4.04 (Q2 2026).Method →Code → vs Q1 2026 · loosensCSVOutput · World · 300 mm prime silicon wafers
World silicon wafer area shipmentsSource: SEMI Silicon Manufacturers Group press release (via PR Newswire)SourcedSEMI Silicon Manufacturers Group press release (via PR Newswire)Open the source → MSIQ2 20263,275 (Q1 2026) → 3,573 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.3,275 (Q1 2026) → 3,573 (Q2 2026).Method →Code → vs Q1 2026 · loosensCSVOther · company: TSMC · Leading-edge foundry capacity
TSMC 3nm share of wafer revenueSource: TSMC 2Q26 earnings release (SEC Form 6-K exhibit)SourcedTSMC 2Q26 earnings release (SEC Form 6-K exhibit)Open the source → %Q2 202625 (Q1 2026) → 30 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.25 (Q1 2026) → 30 (Q2 2026).Method →Code → vs Q1 2026CSVTrade volume · China · Gallium, refined
China gallium exports (customs)3 (Apr 2026) → 6,200 (May 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.3 (Apr 2026) → 6,200 (May 2026).Method →Code → vs Apr 2026 · loosensCSV- Source: SK hynix Form F-1/A (SEC), citing IDCSourcedSK hynix Form F-1/A (SEC), citing IDCOpen the source → %Q1 202663.2 (2025) → 56.4 (Q1 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.63.2 (2025) → 56.4 (Q1 2026).Method →Code → vs 2025CSV
Capacity · company: TSMC · Advanced packaging capacity
TSMC CoWoS monthly capacity (reported)Source: TrendForce News (citing Economic Daily News / industry estimates)SourcedTrendForce News (citing Economic Daily News / industry estimates)Open the source → wafers/monthDec 202535,000 (2024) → 75,000 (Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.35,000 (2024) → 75,000 (Dec 2025).Method →Code → vs 2024 · loosensCSVPrice · China FOB · Dysprosium metal
Dysprosium oxide price, 99.5% min, FOBSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg2025257 (2024) → 239 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.257 (2024) → 239 (2025).Method →Code → vs 2024 · loosensCSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → Mcm202580 (2024) → 81 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.80 (2024) → 81 (2025).Method →Code → vs 2024 · flatCSV
Output · company: ASML · EUV lithography scanners
EUV systems with revenue recognizedSource: ASML Q4 2025 press conference presentationSourcedASML Q4 2025 press conference presentationOpen the source → units202544 (2024) → 48 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.44 (2024) → 48 (2025).Method →Code → vs 2024 · loosensCSVPrice · China FOB · Didymium (Nd-Pr) metal, magnet feed
NdPr oxide price, 99% min, FOBSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg202555 (2024) → 69 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.55 (2024) → 69 (2025).Method →Code → vs 2024 · tightensCSVLead time · US · Grid interconnection queues
Typical/median time from interconnection request to commercial operation (projects built that year)Source: Lawrence Berkeley National Laboratory (Queued Up, 2026 edition)SourcedLawrence Berkeley National Laboratory (Queued Up, 2026 edition)Open the source → months202555 (2024) → 61 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.55 (2024) → 61 (2025).Method →Code → vs 2024 · tightensCSVLead time · US · Large power transformer slots
Power transformer average lead time (Wood Mackenzie survey)Source: Wood Mackenzie (Mind the gap, opinion)SourcedWood Mackenzie (Mind the gap, opinion)Open the source → weeksQ2 2025120 (2024) → 128 (Q2 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.120 (2024) → 128 (Q2 2025).Method →Code → vs 2024 · tightensCSV- Source: US DOE final rule, distribution transformer standards (Federal Register 2024-07480)SourcedUS DOE final rule, distribution transformer standards (Federal Register 2024-07480)Open the source → count2024CSV
Workforce · United States · Semiconductor process engineers
US semiconductor jobs at risk of going unfilledSource: SIA / Oxford Economics, Chipping Away (2023)SourcedSIA / Oxford Economics, Chipping Away (2023)Open the source → people2030 · target or forecastCSVCapacity · company: Hitachi Energy (US) · Large power transformer slots
Hitachi Energy cumulative US manufacturing investment commitmentSource: Hitachi Energy (press release)SourcedHitachi Energy (press release)Open the source → USD bn15 Sep 20261 (Sep 2025) → 1.5 (15 Sep 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.1 (Sep 2025) → 1.5 (15 Sep 2026).Method →Code → vs Sep 2025 · loosensCSVPrice index · US producers · Large power transformer slots · official statistics
Producer price index: power and specialty transformer manufacturingSource: US Bureau of Labor Statistics, PCU335311335311SourcedUS Bureau of Labor Statistics, PCU335311335311Open the source → index, Jun 1981 = 100Aug 2026474.831 (Jul 2026) → 475.065 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.474.831 (Jul 2026) → 475.065 (Aug 2026).Method →Code → vs Jul 2026 · flatCSVPrice index · US producers · Heavy-duty gas turbine order books · official statistics
Producer price index: turbine and turbine generator set unitsSource: US Bureau of Labor Statistics, PCU333611333611SourcedUS Bureau of Labor Statistics, PCU333611333611Open the source → index, Jun 1982 = 100Aug 2026290.169 (Jul 2026) → 289.639 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.290.169 (Jul 2026) → 289.639 (Aug 2026).Method →Code → vs Jul 2026 · flatCSVPrice index · US producers · High-voltage cable and switchgear · official statistics
Producer price index: switchgear and switchboard apparatusSource: US Bureau of Labor Statistics, PCU335313335313SourcedUS Bureau of Labor Statistics, PCU335313335313Open the source → index, Jun 1985 = 100Aug 2026397.292 (Jul 2026) → 411.453 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.397.292 (Jul 2026) → 411.453 (Aug 2026).Method →Code → vs Jul 2026 · tightensCSVPrice index · US producers · Leading-edge foundry capacity · official statistics
Producer price index: semiconductors and related devicesSource: US Bureau of Labor Statistics, PCU334413334413SourcedUS Bureau of Labor Statistics, PCU334413334413Open the source → index, Dec 1998 = 100Aug 202629.058 (Jul 2026) → 28.472 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.29.058 (Jul 2026) → 28.472 (Aug 2026).Method →Code → vs Jul 2026 · flatCSVPrice index · US producers · High-voltage cable and switchgear · official statistics
Producer price index: power wire and cable (nonferrous)Source: US Bureau of Labor Statistics, PCU3359293359291SourcedUS Bureau of Labor Statistics, PCU3359293359291Open the source → index, Dec 1982 = 100Aug 2026554.216 (Jul 2026) → 536.495 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.554.216 (Jul 2026) → 536.495 (Aug 2026).Method →Code → vs Jul 2026 · loosensCSV- Source: Cameco, Uranium Price pageSourcedCameco, Uranium Price pageOpen the source → USD/lb U3O8Aug 202685 (Jun 2026) → 89.68 (Aug 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.85 (Jun 2026) → 89.68 (Aug 2026).Method →Code → vs Jun 2026 · tightensCSV
Capacity · company: GE Vernova · Heavy-duty gas turbine order books
GE Vernova annual gas turbine output capacitySource: GE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)SourcedGE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)Open the source → GW/year2030 · target or forecast24 (2028) → 30 (2030).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.24 (2028) → 30 (2030).Method →Code → vs 2028CSVWorkforce · United States · Semiconductor process engineers
US employment, semiconductor and related device manufacturing (July, NSA)Source: US BLS Current Employment Statistics, series CEU3133441301 (NAICS 334413)SourcedUS BLS Current Employment Statistics, series CEU3133441301 (NAICS 334413)Open the source → thousand peopleJul 2026196.8 (Jul 2025) → 182.1 (Jul 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.196.8 (Jul 2025) → 182.1 (Jul 2026).Method →Code → vs Jul 2025CSVTrade volume · China -> US · Rare-earth magnet sintering
China rare-earth permanent magnet exports to US, monthlySource: Blooming Global citing China customsSourcedBlooming Global citing China customsOpen the source → tJul 2026352.8 (Jun 2025) → 647.3 (Jul 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.352.8 (Jun 2025) → 647.3 (Jul 2026).Method →Code → vs Jun 2025 · loosensCSVCapacity · company: TSMC · Leading-edge foundry capacity
TSMC capital budget guidanceSource: TSMC 4Q25 earnings release (SEC Form 6-K exhibit)SourcedTSMC 4Q25 earnings release (SEC Form 6-K exhibit)Open the source → USD bn202642 (2025) → 56 (2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.42 (2025) → 56 (2026).Method →Code → vs 2025 · loosensCSVBacklog · company: Siemens Energy (Gas Services) · Heavy-duty gas turbine order books
Gas Services order backlogSource: Siemens Energy (Earnings Release Q3 FY2026)SourcedSiemens Energy (Earnings Release Q3 FY2026)Open the source → EUR bn30 Jun 202666 (31 Mar 2026) → 73 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.66 (31 Mar 2026) → 73 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVPrice · North America · Uranium conversion and enrichment
UF6 conversion long-term price (quarter-end, TradeTech/UxC avg)55.25 (31 Mar 2026) → 55.5 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.55.25 (31 Mar 2026) → 55.5 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · flatCSVBacklog · company: GE Vernova · Heavy-duty gas turbine order books
Gas Power equipment backlog (firm orders)Source: GE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)SourcedGE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)Open the source → GW30 Jun 202644 (31 Mar 2026) → 53 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.44 (31 Mar 2026) → 53 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVBacklog · company: GE Vernova · Heavy-duty gas turbine order books
Gas turbine slot reservation agreements (not in backlog)Source: GE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)SourcedGE Vernova (Q2 2026 earnings release, SEC 8-K Ex.99)Open the source → GW30 Jun 202656 (31 Mar 2026) → 63 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.56 (31 Mar 2026) → 63 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVBacklog · company: Siemens Energy (Grid Technologies) · High-voltage cable and switchgear
Siemens Energy Grid Technologies order backlogSource: Siemens Energy (Earnings Release Q3 FY2026)SourcedSiemens Energy (Earnings Release Q3 FY2026)Open the source → EUR bn30 Jun 202649 (31 Mar 2026) → 51 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.49 (31 Mar 2026) → 51 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · tightensCSVBacklog · company: GE Vernova · Heavy-duty gas turbine order books
Power segment equipment remaining performance obligationSource: GE Vernova (Q2 2026 Form 10-Q)SourcedGE Vernova (Q2 2026 Form 10-Q)Open the source → USD m30 Jun 202624,707 (31 Dec 2025) → 39,261 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.24,707 (31 Dec 2025) → 39,261 (30 Jun 2026).Method →Code → vs 31 Dec 2025 · tightensCSVBacklog · company: GE Vernova (Electrification) · High-voltage cable and switchgear
GE Vernova Electrification segment equipment RPOSource: GE Vernova (Q2 2026 Form 10-Q)SourcedGE Vernova (Q2 2026 Form 10-Q)Open the source → USD m30 Jun 202630,508 (31 Dec 2025) → 40,589 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.30,508 (31 Dec 2025) → 40,589 (30 Jun 2026).Method →Code → vs 31 Dec 2025 · tightensCSVBacklog · company: NKT · High-voltage cable and switchgear
NKT high-voltage / Transmission order backlogSource: NKT (H1 2026 Interim Report announcement)SourcedNKT (H1 2026 Interim Report announcement)Open the source → EUR bn30 Jun 202613.5 (31 Mar 2026) → 13 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.13.5 (31 Mar 2026) → 13 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · loosensCSVBacklog · company: Nexans · High-voltage cable and switchgear
Nexans adjusted PWR-Transmission backlog7.9 (31 Mar 2026) → 7.7 (30 Jun 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.7.9 (31 Mar 2026) → 7.7 (30 Jun 2026).Method →Code → vs 31 Mar 2026 · flatCSVOther · World · Advanced packaging capacity
CoWoS supply-demand gapSource: TrendForce News (citing Taiwanese press)SourcedTrendForce News (citing Taiwanese press)Open the source → %Dec 2026 · target or forecast20 (Jun 2026) → 10 (Dec 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.20 (Jun 2026) → 10 (Dec 2026).Method →Code → vs Jun 2026CSVOutput · company: Daqo New Energy (China) · Electronic-grade polysilicon
Daqo polysilicon production volumeSource: Daqo New Energy Q2 2026 results (SEC Form 6-K exhibit 99.1)SourcedDaqo New Energy Q2 2026 results (SEC Form 6-K exhibit 99.1)Open the source → MTQ2 202643,402 (Q1 2026) → 43,675 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.43,402 (Q1 2026) → 43,675 (Q2 2026).Method →Code → vs Q1 2026 · flatCSVOther · company: TSMC · Leading-edge foundry capacity
TSMC 5nm share of wafer revenueSource: TSMC 2Q26 earnings release (SEC Form 6-K exhibit)SourcedTSMC 2Q26 earnings release (SEC Form 6-K exhibit)Open the source → %Q2 202636 (Q1 2026) → 33 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.36 (Q1 2026) → 33 (Q2 2026).Method →Code → vs Q1 2026CSVOther · company: TSMC · Leading-edge foundry capacity
TSMC 7nm share of wafer revenueSource: TSMC 2Q26 earnings release (SEC Form 6-K exhibit)SourcedTSMC 2Q26 earnings release (SEC Form 6-K exhibit)Open the source → %Q2 202613 (Q1 2026) → 11 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.13 (Q1 2026) → 11 (Q2 2026).Method →Code → vs Q1 2026CSVOutput · company: MP Materials · Didymium (Nd-Pr) metal, magnet feed
NdPr oxide production volumeSource: MP Materials 10-Q Q2 2026 (SEC)SourcedMP Materials 10-Q Q2 2026 (SEC)Open the source → tQ2 2026917 (Q1 2026) → 840 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.917 (Q1 2026) → 840 (Q2 2026).Method →Code → vs Q1 2026 · tightensCSVTrade volume · China · Gallium, refined
China germanium exports (customs)2 (Apr 2026) → 1,134 (May 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.2 (Apr 2026) → 1,134 (May 2026).Method →Code → vs Apr 2026 · loosensCSVOutput · company: ASML · EUV lithography scanners
New lithography systems soldSource: ASML Q2 2026 financial resultsSourcedASML Q2 2026 financial resultsOpen the source → unitsQ2 202667 (Q1 2026) → 86 (Q2 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.67 (Q1 2026) → 86 (Q2 2026).Method →Code → vs Q1 2026 · loosensCSVOrders · company: Mitsubishi Heavy Industries · Heavy-duty gas turbine order books
MHI large-frame gas turbine ordersSource: Mitsubishi Heavy Industries (FY2025 financial results presentation)SourcedMitsubishi Heavy Industries (FY2025 financial results presentation)Open the source → unitsMar 202625 (Mar 2025) → 35 (Mar 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.25 (Mar 2025) → 35 (Mar 2026).Method →Code → vs Mar 2025 · tightensCSVWorkforce · company: TSMC · Semiconductor process engineers
TSMC full-time employees (year-end)83,825 (31 Dec 2024) → 90,557 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.83,825 (31 Dec 2024) → 90,557 (31 Dec 2025).Method →Code → vs 31 Dec 2024CSVQueue · US · Grid interconnection queues
Active generation + storage capacity in US interconnection queuesSource: Lawrence Berkeley National Laboratory (Queued Up, 2026 edition)SourcedLawrence Berkeley National Laboratory (Queued Up, 2026 edition)Open the source → GW31 Dec 20252,290 (31 Dec 2024) → 2,061 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.2,290 (31 Dec 2024) → 2,061 (31 Dec 2025).Method →Code → vs 31 Dec 2024 · loosensCSV- Source: Lawrence Berkeley National Laboratory (Queued Up, 2026 edition)SourcedLawrence Berkeley National Laboratory (Queued Up, 2026 edition)Open the source → GW31 Dec 2025136 (31 Dec 2024) → 253 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.136 (31 Dec 2024) → 253 (31 Dec 2025).Method →Code → vs 31 Dec 2024 · tightensCSV
Queue · US · Grid interconnection queues
Share of queued capacity that reached commercial operation (request cohort)Source: Lawrence Berkeley National Laboratory (Queued Up, 2026 edition)SourcedLawrence Berkeley National Laboratory (Queued Up, 2026 edition)Open the source → %31 Dec 202513 (31 Dec 2024) → 13 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.13 (31 Dec 2024) → 13 (31 Dec 2025).Method →Code → vs 31 Dec 2024 · flatCSVBacklog · company: ASML · EUV lithography scanners
Order backlogSource: ASML Q4 2025 financial resultsSourcedASML Q4 2025 financial resultsOpen the source → EUR bn31 Dec 202535.938 (30 Sep 2025) → 38.8 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.35.938 (30 Sep 2025) → 38.8 (31 Dec 2025).Method →Code → vs 30 Sep 2025 · tightensCSVOutput · company: ASML · EUV lithography scanners
High-NA EUV systems shipped (cumulative)Source: ASML Q4 2025 press conference presentationSourcedASML Q4 2025 press conference presentationOpen the source → units31 Dec 20255 (Q1 2025) → 8 (31 Dec 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5 (Q1 2025) → 8 (31 Dec 2025).Method →Code → vs Q1 2025 · loosensCSVCapacity · company: TSMC · Advanced packaging capacity
TSMC CoWoS monthly capacity (projection)Source: TrendForce News (citing Taiwanese press / institutional investors)SourcedTrendForce News (citing Taiwanese press / institutional investors)Open the source → wafers/monthDec 2026 · target or forecast70,000 (Dec 2025) → 90,000 (Dec 2026).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.70,000 (Dec 2025) → 90,000 (Dec 2026).Method →Code → vs Dec 2025CSV- Source: TrendForce press releaseSourcedTrendForce press releaseOpen the source → %Dec 2027 · target or forecast22 (Dec 2026) → 30 (Dec 2027).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.22 (Dec 2026) → 30 (Dec 2027).Method →Code → vs Dec 2026CSV
Other · World · High-bandwidth memory stacking yield
HBM share of DRAM bit supplySource: TrendForce press releaseSourcedTrendForce press releaseOpen the source → %Dec 2027 · target or forecast9 (Dec 2026) → 13 (Dec 2027).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.9 (Dec 2026) → 13 (Dec 2027).Method →Code → vs Dec 2026CSVOrders · company: ASML · EUV lithography scanners
EUV net bookingsSource: ASML Q4 2025 financial resultsSourcedASML Q4 2025 financial resultsOpen the source → EUR bnQ4 20253.6 (Q3 2025) → 7.4 (Q4 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.3.6 (Q3 2025) → 7.4 (Q4 2025).Method →Code → vs Q3 2025 · tightensCSVOrders · company: ASML · EUV lithography scanners
Total net bookingsSource: ASML Q4 2025 financial resultsSourcedASML Q4 2025 financial resultsOpen the source → EUR bnQ4 202528.035 (2025) → 13.2 (Q4 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.28.035 (2025) → 13.2 (Q4 2025).Method →Code → vs 2025 · loosensCSVCapacity · company: TSMC · Leading-edge foundry capacity
TSMC capital expendituresSource: TSMC 4Q25 earnings call transcriptSourcedTSMC 4Q25 earnings call transcriptOpen the source → USD bnQ4 202540.9 (2025) → 11.5 (Q4 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.40.9 (2025) → 11.5 (Q4 2025).Method →Code → vs 2025 · tightensCSVTrade volume · China · Gallium, refined
China germanium metal exports, Jan-Sep cumulativeSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → kgSep 202518,787 (Sep 2024) → 7,520 (Sep 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.18,787 (Sep 2024) → 7,520 (Sep 2025).Method →Code → vs Sep 2024 · tightensCSVPrice · company: MP Materials · Didymium (Nd-Pr) metal, magnet feed
NdPr realized price (oxide and metal sales / NdPr sales volume)Source: MP Materials 10-Q Q3 2025 (SEC)SourcedMP Materials 10-Q Q3 2025 (SEC)Open the source → USD/kgQ3 202557 (Q2 2025) → 59 (Q3 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.57 (Q2 2025) → 59 (Q3 2025).Method →Code → vs Q2 2025 · tightensCSVCapacity · company: JSW JFE Electrical Steel (India) · Grain-oriented electrical steel (GOES)
JSW JFE Electrical Steel (India) GOES capacitySource: JFE Steel (press release)SourcedJFE Steel (press release)Open the source → tonnes/year2030 · target or forecast50,000 (Aug 2025) → 350,000 (2030).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.50,000 (Aug 2025) → 350,000 (2030).Method →Code → vs Aug 2025CSVPrice · Europe · Gallium, refined
Germanium metal price, Europe 99.999%Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg20251,991 (2024) → 4,100 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.1,991 (2024) → 4,100 (2025).Method →Code → vs 2024 · tightensCSVPrice · Europe · Gallium, refined
Germanium dioxide price, Europe 99.999%Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg20251,281 (2024) → 2,500 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.1,281 (2024) → 2,500 (2025).Method →Code → vs 2024 · tightensCSVPrice · China FOB · Dysprosium metal
Terbium oxide price, 99.99% min, FOBSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg2025812 (2024) → 1,010 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.812 (2024) → 1,010 (2025).Method →Code → vs 2024 · tightensCSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → US cents/lb20251,420 (2024) → 1,600 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.1,420 (2024) → 1,600 (2025).Method →Code → vs 2024 · tightensCSV
Price · World · High-purity tin, EUV droplet grade
Refined tin price, LME cashSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → US cents/lb20251,368 (2024) → 1,500 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.1,368 (2024) → 1,500 (2025).Method →Code → vs 2024 · tightensCSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/troy oz2025451.02 (2024) → 690 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.451.02 (2024) → 690 (2025).Method →Code → vs 2024 · tightensCSV
Output · company: ASML · EUV lithography scanners
EUV system salesSource: ASML Q4 2025 press conference presentationSourcedASML Q4 2025 press conference presentationOpen the source → EUR bn20258.3 (2024) → 11.6 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.8.3 (2024) → 11.6 (2025).Method →Code → vs 2024 · loosensCSVCapacity · company: TSMC · Leading-edge foundry capacity
TSMC capital expenditures (NT$)956.007 (2024) → 1,272.411 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.956.007 (2024) → 1,272.411 (2025).Method →Code → vs 2024 · loosensCSVTrade volume · US · Gallium, refined
US imports of gallium metalSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → kg202511,000 (2024) → 25,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.11,000 (2024) → 25,000 (2025).Method →Code → vs 2024CSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/kg2025439 (2024) → 580 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.439 (2024) → 580 (2025).Method →Code → vs 2024 · tightensCSV
Trade volume · US · Gallium, refined
US imports of germanium metalSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → kg202521,000 (2024) → 7,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.21,000 (2024) → 7,000 (2025).Method →Code → vs 2024CSVTrade volume · US · Didymium (Nd-Pr) metal, magnet feed
US imports of rare-earth compounds (REO equivalent)Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → t20258,120 (2024) → 21,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.8,120 (2024) → 21,000 (2025).Method →Code → vs 2024CSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → t202545,500 (2024) → 51,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.45,500 (2024) → 51,000 (2025).Method →Code → vs 2024 · loosensCSV
Trade volume · US · Liquid helium (He-4)
US helium importsSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → Mcm202512 (2024) → 8 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.12 (2024) → 8 (2025).Method →Code → vs 2024CSVPrice · US · Battery-grade lithium chemicals
Battery-grade lithium carbonate price, annual average (US contracts)Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → USD/t202511,800 (2024) → 9,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.11,800 (2024) → 9,000 (2025).Method →Code → vs 2024 · loosensCSVTrade volume · US · Ruthenium, sputtering and ALD grade
US ruthenium importsSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → kg20259,780 (2024) → 14,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.9,780 (2024) → 14,000 (2025).Method →Code → vs 2024CSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → t2025200,000 (2024) → 100,000 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.200,000 (2024) → 100,000 (2025).Method →Code → vs 2024 · tightensCSV
Trade volume · US · Neon, excimer laser grade
US neon importsSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → million liters2025113 (2024) → 120 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.113 (2024) → 120 (2025).Method →Code → vs 2024CSV- Source: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → million liters2025225 (2024) → 230 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.225 (2024) → 230 (2025).Method →Code → vs 2024 · flatCSV
Trade volume · US · Neon, excimer laser grade
US neon net import relianceSource: USGS Mineral Commodity Summaries 2026SourcedUSGS Mineral Commodity Summaries 2026Open the source → % of apparent consumption202550 (2024) → 52 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.50 (2024) → 52 (2025).Method →Code → vs 2024 · tightensCSVOther · company: Wacker Chemie · Electronic-grade polysilicon
Wacker Polysilicon division salesSource: Wacker Annual Report 2025, Polysilicon segmentSourcedWacker Annual Report 2025, Polysilicon segmentOpen the source → EUR m2025949.2 (2024) → 882.9 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.949.2 (2024) → 882.9 (2025).Method →Code → vs 2024CSVOrders · company: GE Vernova · Heavy-duty gas turbine order books
Gas turbine orders (heavy-duty + aeroderivative)20.2 (2024) → 29.8 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.20.2 (2024) → 29.8 (2025).Method →Code → vs 2024 · tightensCSVOrders · company: GE Vernova · Heavy-duty gas turbine order books
Heavy-duty gas turbine orders68 (2024) → 110 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.68 (2024) → 110 (2025).Method →Code → vs 2024 · tightensCSVTrade volume · China · Rare-earth magnet sintering
China rare-earth permanent magnet exports58,142 (2024) → 57,397 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.58,142 (2024) → 57,397 (2025).Method →Code → vs 2024 · flatCSVOutput · company: Carl Zeiss SMT · EUV projection optics
ZEISS SMT segment revenueSource: ZEISS fiscal year 2024/25 resultsSourcedZEISS fiscal year 2024/25 resultsOpen the source → EUR bn20254.122 (2024) → 5.055 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.4.122 (2024) → 5.055 (2025).Method →Code → vs 2024 · loosensCSVTrade volume · China -> US · Rare-earth magnet sintering
China rare-earth permanent magnet exports to US7,446 (2024) → 5,933 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.7,446 (2024) → 5,933 (2025).Method →Code → vs 2024 · tightensCSV- 5 (2024) → 10 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5 (2024) → 10 (2025).Method →Code → vs 2024CSV
- Source: SEMI Silicon Manufacturers Group press release (via PR Newswire)SourcedSEMI Silicon Manufacturers Group press release (via PR Newswire)Open the source → MSI202512,266 (2024) → 12,973 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.12,266 (2024) → 12,973 (2025).Method →Code → vs 2024 · loosensCSV
Other · company: TSMC · Advanced packaging capacity
TSMC advanced packaging share of revenueSource: TSMC 4Q25 earnings call transcriptSourcedTSMC 4Q25 earnings call transcriptOpen the source → %20258 (2024) → 10 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.8 (2024) → 10 (2025).Method →Code → vs 2024CSVOutput · World · High-bandwidth memory stacking yield
HBM market revenue (Gartner)Source: SK hynix Form F-1/A (SEC), citing GartnerSourcedSK hynix Form F-1/A (SEC), citing GartnerOpen the source → USD bn2027 · target or forecast33 (2025) → 86 (2027).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.33 (2025) → 86 (2027).Method →Code → vs 2025CSV- 20 (2024) → 30 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.20 (2024) → 30 (2025).Method →Code → vs 2024CSV
Output · World · 300 mm prime silicon wafers
World silicon wafer revenue (annual)Source: SEMI Silicon Manufacturers Group press release (via PR Newswire)SourcedSEMI Silicon Manufacturers Group press release (via PR Newswire)Open the source → USD bn202511.5 (2024) → 11.4 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.11.5 (2024) → 11.4 (2025).Method →Code → vs 2024 · flatCSVOther · World · Photoresist formulation
TOK global share, ArF photoresistsSource: Tokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing FieldSourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing FieldOpen the source → %202516.2 (2022) → 14.4 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.16.2 (2022) → 14.4 (2025).Method →Code → vs 2022CSVOther · World · Photoresist formulation
TOK global share, KrF photoresistsSource: Tokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing FieldSourcedTokyo Ohka Kogyo (TOK) website, Semiconductor Manufacturing FieldOpen the source → %202536.6 (2022) → 33.3 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.36.6 (2022) → 33.3 (2025).Method →Code → vs 2022CSVOther · World · Silicon carbide substrate, 200 mm semi-insulating
SICC global share, N-type SiC substratesSource: SICC company news (citing Fuji Keizai)SourcedSICC company news (citing Fuji Keizai)Open the source → %202512 (2023) → 27.6 (2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.12 (2023) → 27.6 (2025).Method →Code → vs 2023CSVBacklog · company: Mitsubishi Heavy Industries · Heavy-duty gas turbine order books
MHI large-frame gas turbine contract backlogSource: Mitsubishi Heavy Industries (GTCC business briefing 2025)SourcedMitsubishi Heavy Industries (GTCC business briefing 2025)Open the source → units31 Mar 202536 (31 Mar 2024) → 48 (31 Mar 2025).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.36 (31 Mar 2024) → 48 (31 Mar 2025).Method →Code → vs 31 Mar 2024 · tightensCSVOther · company: SK hynix · High-bandwidth memory stacking yield
SK hynix HBM share of DRAM revenueSource: SK hynix 4Q24 financial resultsSourcedSK hynix 4Q24 financial resultsOpen the source → %Q4 202430 (Q3 2024) → 40 (Q4 2024).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.30 (Q3 2024) → 40 (Q4 2024).Method →Code → vs Q3 2024CSV- Source: USGS Mineral Commodity Summaries 2025SourcedUSGS Mineral Commodity Summaries 2025Open the source → USD/kg2024450 (2023) → 500 (2024).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.450 (2023) → 500 (2024).Method →Code → vs 2023 · tightensCSV
Output · company: ASML · EUV lithography scanners
EUV systems shippedSource: ASML Q4 2023 press conference presentationSourcedASML Q4 2023 press conference presentationOpen the source → units202354 (2022) → 42 (2023).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.54 (2022) → 42 (2023).Method →Code → vs 2022 · tightensCSVLead time · US · Grid interconnection queues
Typical/median time from interconnection request to commercial operation (projects built that year)Source: Lawrence Berkeley National Laboratory (Queued Up, 2024 edition)SourcedLawrence Berkeley National Laboratory (Queued Up, 2024 edition)Open the source → years20235 (2022) → 5 (2023).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.5 (2022) → 5 (2023).Method →Code → vs 2022 · flatCSVWorkforce · United States · Semiconductor process engineers
US semiconductor industry workforceSource: SIA / Oxford Economics, Chipping Away (2023)SourcedSIA / Oxford Economics, Chipping Away (2023)Open the source → people2030 · target or forecast345,000 (2023) → 460,000 (2030).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.345,000 (2023) → 460,000 (2030).Method →Code → vs 2023CSVPrice index · US producers · Large power transformer slots · official statistics
Producer price index: power and distribution transformersSource: US Bureau of Labor Statistics, PCU3353113353111SourcedUS Bureau of Labor Statistics, PCU3353113353111Open the source → index, Dec 1999 = 100Feb 2023332.505 (Jan 2023) → 333.066 (Feb 2023).How this is computedThe latest value in a series minus the value before it, divided by the earlier value, same series and unit.332.505 (Jan 2023) → 333.066 (Feb 2023).Method →Code → vs Jan 2023 · flatCSVCapacity · company: ASML · EUV lithography scanners
Low-NA EUV production capacitySource: ASML Q2 2026 financial resultsSourcedASML Q2 2026 financial resultsOpen the source → units/year2026CSVCapacity · company: TSMC · Advanced packaging capacity
TSMC capex share for advanced packaging, masks and othersSource: TSMC 4Q25 earnings call transcriptSourcedTSMC 4Q25 earnings call transcriptOpen the source → %2026CSVOther · company: TSMC · Leading-edge foundry capacity
TSMC 2nm share of wafer revenueSource: TSMC 2Q26 earnings release (SEC Form 6-K exhibit)SourcedTSMC 2Q26 earnings release (SEC Form 6-K exhibit)Open the source → %Q2 2026CSV- Source: SK hynix Form F-1/A (SEC), citing IDCSourcedSK hynix Form F-1/A (SEC), citing IDCOpen the source → %Q1 2026CSV
Workforce · company: Wacker Chemie · Electronic-grade polysilicon
Wacker Polysilicon division employeesSource: Wacker Annual Report 2025, Polysilicon segmentSourcedWacker Annual Report 2025, Polysilicon segmentOpen the source → people31 Dec 2025CSV- CSV
Workforce · company: TSMC · Semiconductor process engineers
TSMC professionals (engineers etc.) headcount (year-end) Other · company: Micron · High-bandwidth memory stacking yield
Share of core-customer memory demand Micron can meetSource: TrendForce News (citing iNews24 on Micron CEO)SourcedTrendForce News (citing iNews24 on Micron CEO)Open the source → %Dec 2025CSVCapacity · North America · Large power transformer slots
OEM transformer capacity expansions announced for North America since 2023Source: Wood Mackenzie (press release)SourcedWood Mackenzie (press release)Open the source → USD bnAug 2025CSV- CSV
- CSV
- Source: Wood Mackenzie (Transformer troubles, opinion)SourcedWood Mackenzie (Transformer troubles, opinion)Open the source → %2025CSV
- Source: Wood Mackenzie (Transformer troubles, opinion)SourcedWood Mackenzie (Transformer troubles, opinion)Open the source → %2025CSV
- Source: Wood Mackenzie (Transformer troubles, opinion)SourcedWood Mackenzie (Transformer troubles, opinion)Open the source → %2025CSV
- CSV
Price · North America · Uranium conversion and enrichment
UF6 conversion spot price, annual average Workforce · company: Carl Zeiss SMT · EUV projection optics
ZEISS SMT headcountSource: ZEISS SMT About us (in figures)SourcedZEISS SMT About us (in figures)Open the source → people (FTE)2025CSVOther · company: Carl Zeiss SMT · EUV projection optics
ZEISS EUV development partner networkSource: ZEISS SMT About us (in figures)SourcedZEISS SMT About us (in figures)Open the source → partners2025CSV