SemiAnalysis
Chip
Book
The SemiAnalysis ChipBook is a monthly AI and semiconductor industry tracker which provides both timely and targeted insights into the overall state of the industry, as well as detailed information about specific sectors and trends. ChipBook contains thousands of unique data points, carefully selected to distill clear and actionable insights for investors and company decision makers.
Our customers include investment funds and semiconductor companies throughout the ecosystem, who use the information to track the current position of the industry in the overall semi-cycle and monitor specific industry shifts and inflection points.
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Core Industry Trackers
Consistent slides updated each month which monitor the overall semiconductor value chain and broader semiconductor cycle.
- Smartphone & PC imports (USD & Units)
- WFE imports/exports from key geographies
- Auto exports from key geographies
- Bare wafer and Boule Imports/Exports
- PCB sales and Imports/Exports
- Memory Trackers
Timely Datasets
Hand-picked slides selected from our library of 125+ actively-tracked datasets. These rotating slides are selected based on timeliness and actionability.
- China WFE imports by type (Litho, Etch & Deposition)
- Auto exports by type (ICE, Hybrid, PHEV & EV)
- Taiwan CoWoS supplier revenue Index
- Nvidia server component supplier index
- Semiconductor inspection equipment imports/exports from key geographies
Value for Investors
Idea generation tool, investment theses validation and portfolio position tracking.
Value for Executives
Resource allocation optimization, strategic R&D investments and when to adapt capacity.
Distilled Insights from SemiAnalysis’ Proprietary Models
Includes additional distilled datasets from the SemiAnalysis models, such as the AI Accelerator Model & Data Center Model. This provides greater industry insights as well as exposure to the larger SemiAnalysis offering.
Additional Subscription Benefits
The SemiAnalysis ChipBook subscription includes monthly calls with the ChipBook analysts to help provide additional and personalized insight for your needs.
What’s Included?
Upon sign-up, subscribers receive a monthly 25-35 page deliverable which includes semiconductor-related charts and equity references, including full access to previous versions.
