Catalog / Tech & Semis

Tech & Semis data feeds

Chip lead-times, capex, and product-cycle signals ahead of semiconductor and hardware earnings.

total in this domain

free / public

🔒 locked

Public feeds

Taiwan monthly export orders (electronic components)

Taiwan MOEA Bureau of Foreign Trade / Ministry of Finance trade statistics (monthly export order survey, stat.trade.gov.tw)

Taiwan orders lead global chip demand by ~4-6 weeks since Taiwan fabs/ODMs sit upstream of shipped end-product; a spike/slump in electronic component orders front-runs SOX and AI-capex names → SOX, TSM, AI-capex basket (NVDA/AVGO supply chain)

FREEmonthlyban:nonetA

Korea 1-10/1-20 day trade flash export data

Korea Customs Service preliminary trade statistics (customs.go.kr) / KITA (kita.net) trade stats API

Korea publishes semi-conductor export flashes twice a month before the full monthly release — earliest public read on global memory (DRAM/NAND) demand, ahead of SK Hynix/Samsung earnings → memory cycle (SK Hynix, Samsung, Micron)

PREMIUMdailyban:nonetA

TSMC monthly revenue release

TSMC investor relations monthly sales page (tsmc.com investor relations, or Taiwan TWSE MOPS filing system)

TSMC discloses revenue monthly (unusual for a company this size) well ahead of quarterly earnings — cleanest single read on leading-edge foundry utilization → TSM, SOX, NVDA/AMD/AAPL supply chain

PREMIUMmonthlyban:nonetA

RunPod community cloud pricing

runpod.io/console/gpu-cloud pricing page (public, scrapeable JSON behind page)

Spread between community (spot) and secure (reserved) GPU pricing signals tightness in GPU secondary market ahead of officially reported cloud capacity constraints → GPU cloud names, NVDA channel checks

FREEdailyban:mediumtC

AWS us-east-1 status page incident count

health.aws.amazon.com/health/status (public RSS/Atom feed per service)

Cluster of cloud incidents (esp. EC2/networking) can proxy for infra strain during capacity crunches or migrations; also a pure event-risk signal for AWS-dependent SaaS names → AMZN, cloud-dependent SaaS basket

FREEdailyban:nonetA

Azure status history feed

azure.status.microsoft (public status history page, RSS available)

Azure outage clustering, esp. around OpenAI-linked GPU regions, is a real-time proxy for datacenter capacity stress tied to AI workload growth → MSFT, AI infra basket

FREEdailyban:nonetA

Google Cloud incident history

status.cloud.google.com/summary (public JSON feed, incidents.json)

TPU/Vertex-specific incident spikes can signal capacity strain during Gemini training/serving surges, a leading proxy for GOOG AI infra investment pace → GOOGL, custom-silicon (TPU) capex

FREEdailyban:nonetA

OpenAI status page incident log

status.openai.com (Atlassian statuspage, public JSON API at status.openai.com/api/v2/summary.json)

Outage frequency for the largest inference consumer is a proxy for compute-demand-vs-capacity strain, which correlates with GPU/datacenter capex announcements → NVDA, MSFT (Azure/OpenAI), AI infra

FREEdailyban:nonetA

Taiwan ADIZ incursion count

Taiwan Ministry of National Defense (mnd.gov.tw) daily PLA activities dashboard, published as structured data/PDF each morning

MND publishes near real-time daily counts; sustained upticks historically precede/accompany episodes of market nervousness about TSMC/Taiwan Strait risk, offering a cheap daily tripwire ahead of headline risk pricing → TSM, EWT, Taiwan-exposed semis

FREEdailyban:lowtA

SEMI global fab equipment spending tracker (World Fab Forecast teaser)

SEMI.org press releases (semi.org/en/news-media-center)

SEMI's free press releases pre-announce capex trend direction (up/down cycle) months before it shows in company capex guidance → AMAT, LRCX, KLAC, ASML (equipment names)

FREEmonthlyban:nonetA

DRAMeXchange/TrendForce spot DRAM/NAND price index

TrendForce DRAMeXchange free price index page (dramexchange.com price section)

Spot memory pricing directly leads memory-maker revenue/margin guidance and is the highest-frequency public read on the memory cycle → Micron, SK Hynix, Samsung memory

PREMIUMdailyban:mediumtC

Sourcengine / Octopart part availability & price index

octopart.com public search API (limited free tier) or sourcengine.com listings

Octopart aggregates multiple distributors so a basket-level stock/price index is a broader, harder-to-game read on component tightness than any single distributor → broad analog/industrial semis basket

FREEweeklyban:mediumtB

Steam Hardware Survey GPU share

store.steampowered.com/hwsurvey (published monthly, static JSON-backed page)

Consumer GPU adoption mix is a free, granular proxy for discrete GPU refresh cycles and can flag inflection points in gaming-GPU demand ahead of AIB/board-partner commentary → NVDA/AMD gaming segment

PREMIUMmonthlyban:nonetA

China customs (GACC) monthly IC export/import volume & value

China General Administration of Customs (customs.gov.cn) monthly trade statistics, mirrored via CEIC free snippets or Trade Data Monitor

China is still the world's largest chip importer; import volume swings are a direct proxy for China's domestic electronics production pace and stockpiling behavior ahead of export-control deadlines → global semis demand, China-exposed suppliers

FREEmonthlyban:nonetA

IDC/Canalys smartphone shipment press-release teaser

canalys.com/newsroom and idc.com/getdoc press releases (free preliminary figures ahead of paid full report)

Free preliminary vendor-share teasers arrive weeks before paid full reports and move handset-supply-chain stocks on the headline number alone → AAPL, handset component suppliers (Qualcomm, Skyworks, Qorvo)

PREMIUMmonthlyban:nonetA

HSBC/S&P Global Taiwan Manufacturing PMI sub-index (new export orders)

S&P Global PMI press release (free headline figures on pmi.spglobal.com news page)

The new-export-orders sub-component of Taiwan's PMI leads the headline index and correlates tightly with electronics/semis order momentum a month ahead of hard trade data → TSM/electronics supply chain

PREMIUMmonthlyban:nonetA

Taiwan MOPS material capex disclosures

Taiwan Market Observation Post System (mops.twse.com.tw)

Board-approved capex/land filings are mandatory same-day disclosures that precede analyst-day guidance and press coverage by days to weeks → TSMC/UMC/ASE capex cycle timing

PREMIUMdailyban:nonetA

Korea semiconductor industrial production index

Statistics Korea KOSIS (kosis.kr) mining & manufacturing production index

More granular than the 10-day trade flash data - captures domestic production volume changes ahead of Samsung/SK hynix quarterly segment reporting → Samsung/SK hynix memory production trend

PREMIUMmonthlyban:nonetA

Locked — held back

Redacted and held back — our highest-signal feeds plus anything with compliance restrictions. Not for sale yet. The FREE and PREMIUM tiers are on pricing.