ChipBook
The monthly AI and semiconductor industry tracker: thousands of data points distilled into 40 to 50 pages of charts and equity references, tracking where the industry sits in the cycle and where it inflects next.
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- Datasets
- 250+ tracked
- Edition
- 40-50 pages
- Cadence
- Monthly
- Archive
- Included
The industry, one edition at a time.
The SemiAnalysis ChipBook is a monthly AI and semiconductor industry tracker with both timely and targeted insight: the overall state of the industry alongside detailed reads on specific sectors and trends. Each edition carries thousands of unique data points, selected to distill clear and actionable takeaways.
Customers include investment funds and semiconductor companies across the ecosystem, who use it to track where the industry sits in the semi cycle and to monitor the shifts and inflection points that matter to their positions.
Who reads it, and how is it used.
The two audiences the ChipBook is built for.
- Investors
- Idea generation, investment thesis validation, and portfolio position tracking, with the cycle position and inflection points visible month over month.
- Executives
- Resource allocation, strategic R&D investment, and the timing of capacity decisions, informed by the same trade flows their customers and suppliers show up in.
Two layers in every edition.
Consistent trackers for the cycle, and timely picks for the moment.
Core industry trackers
Consistent slides, updated every month, that monitor the semiconductor value chain and the broader cycle:
Memory trackers
The memory market monitored month over month, alongside the broader cycle read
Trade flows
Smartphone and PC imports in dollars and units, WFE imports and exports by key geography, and auto exports
Upstream materials
Bare wafer and boule imports and exports, plus PCB sales and trade flows
Timely datasets
Hand-picked slides from a library of 250+ actively tracked datasets, rotated in for timeliness and actionability:
Equipment flows by type
China, Taiwan, and Korea WFE imports split across lithography, etch, and deposition
Supplier indices
The Taiwan CoWoS supplier revenue index and the Nvidia server component supplier index
Sector splits
Auto exports by powertrain, and semiconductor inspection equipment trade by key geography
Under the headlines.
Every industry story has three layers: the narrative, the prints, and the physical flows underneath them both. Bring each one forward.
An exploded diagram of three information layers: the narrative on top, company prints in the middle, and the physical trade flows ChipBook tracks at the base. Selecting a layer brings it forward.
Nothing here quotes a real headline, print, or series. The sample edition above carries the real charts.
Straight from the workbook.
Twelve series pulled from the library of 250+ actively tracked datasets and drawn exactly as exported: revenues, imports, shipments, and shares, most of them monthly back to 2015. Run a pointer across any chart to read it.
Taiwan PCB Sales
BARJan 2015 → Jul 2026 · monthly
TSMC Monthly Revenue
BARJan 2015 → Jul 2026 · monthly
Global WFE Imports
BARJan 2015 → Jul 2026 · monthly
China PC Unit Exports
LINEJan 2015 → Jul 2026 · monthly
US Smartphone Imports by Origin
LINEChinaNon-China
Jan 2022 → Jul 2026 · monthly
Taiwan Server ODM YoY% Revenue
LINEQuantaWiwynnWistronInventec
Jan 2020 → Jul 2026 · monthly
Auto Exports
STACKEDChinaUSAJapanKorea
Jan 2018 → Jul 2026 · monthly
Taiwan OSATs Monthly Revenue
STACKEDASEPTIChipMOSChipBondKYECArdentecSigurd
Jan 2019 → Jul 2026 · monthly
Memory Exports
STACKEDChinaKoreaTaiwan
Jan 2015 → Jul 2026 · monthly
China Front End WFE Imports
LINEDepositionLithoEtch
Jan 2015 → Jul 2026 · monthly
Foundry Wafer Shipments
STACKEDTSMCUMCVanguard
1Q15 → 2Q26 · quarterly
South Korea Memory Exports
STACKEDDRAMNANDHBM
Jan 2018 → Jul 2026 · monthly
Every chart above is a real ChipBook export, drawn at full monthly resolution. In the book each one arrives with its axes, sources, and the commentary beside it.
How a month comes together.
Track everything, select what matters now, and distill it into one readable edition.
-
Track
A library of 250+ datasets stays actively maintained: trade flows, supplier revenues, sector splits, and the core value chain trackers that run every month.
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Select
The rotating slides are hand-picked for timeliness and actionability, so each edition reflects what is moving now rather than a fixed template.
Common questions.
Anything not covered here, email the ChipBook team at ChipBookSales@SemiAnalysis.com.
What is the ChipBook?
A monthly AI and semiconductor industry tracker with timely and targeted insight into the overall state of the industry and specific sectors and trends. Each edition carries thousands of unique data points selected to distill clear, actionable insights for investors and company decision makers.
What arrives each month?
A 40 to 50 page deliverable with semiconductor charts and equity references, plus full access to every previous edition.
What are the core trackers and timely datasets?
Core trackers are consistent monthly slides covering the value chain and cycle: memory trackers, smartphone and PC imports, WFE imports and exports by geography, auto exports, bare wafer and boule trade, and PCB sales. Timely datasets are rotating slides hand-picked from 250+ actively tracked datasets, such as WFE imports by tool type, auto exports by powertrain, the Taiwan CoWoS supplier revenue index, and the Nvidia server component supplier index.
Is analyst support included?
Yes. The subscription includes monthly calls with the ChipBook analysts for additional and personalized insight. Questions reach the team at ChipBookSales@SemiAnalysis.com.
Where the depth lives.
The ChipBook sits beside the SemiAnalysis models. When a chart raises a question, these carry the full answer.
Accelerator & HBM Model
The AI demandThe institutional model beside the ChipBook: accelerator shipments SKU by SKU, with customer-level detail.
View model
Datacenter Industry Model
The buildoutThe datacenter side of the picture: datacenter capacity, power, and the AI buildout.
View model
Memory Model
The full cycleThe memory trackers run monthly in the ChipBook; the Memory Model carries the fab-level depth behind them.
View modelGet the ChipBook.
Sign in or create an account, complete the purchase, and the current edition and the full archive open with your login.
- Monthly editions with full archive access
- Monthly analyst calls included
- A free sample edition, available now
Subscription
SemiAnalysis ChipBook
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Questions? ChipBookSales@SemiAnalysis.com
