Eight layers, from the factory to the tools. We watch what decides the price of a job.

Only a few can make these. Always busy, never cheap.

0 live · 1 built · 4 we can gather today · 0 need a key · 0 still a lead · 1 by hand

• supply-chain pulse on beat + company pagesbuilt, first run pending
• strip on /companies/tsmcnot started
• litho layer constraint number: net bookings vs backlog; EUV/DUV units shippednot started
• capex guidance revisions and N2/N3 revenue mix on the litho pagenot started
• backlog / lead-time / China-restriction language across AMAT, LRCX, KLACnot started
• promised vs delivered first-wafer dates per fab (TSMC Arizona, Samsung Taylor, Micron, Intel Ohio) with CHIPS disbursements as the event logby hand

The part everyone runs short of. Three makers, boom and bust.

0 live · 0 built · 0 we can gather today · 3 need a key · 0 still a lead · 1 by hand

• promised vs revised vs delivered HBM capacity (SK hynix, Samsung, Micron)by hand
• Korea memory-export index on the memory pageneeds a key
• Korea→Taiwan/China memory-chip trade flows (HS 854232)needs a key
• structured feed for SK hynix / Samsung capex and segment disclosures — upgrades hbm-capacity-guidanceneeds a key

The chip that sets the price today. Rivals usually catch up.

0 live · 1 built · 5 we can gather today · 0 need a key · 2 still a lead · 0 by hand

• claimed-vs-delivered throughput per vendorbuilt, first run pending
• GPU scarcity proxy (count of offers by GPU); price field belongs to P6 onlynot started
• providers and context windows over time — NON-PRICE fields onlynot started
• AI supercomputer entrants and accelerator mixstill a lead
• the accelerator chokepoint calendar — rule effective dates and entity-list additions; forward events a lean can be sealed onnot started
• days from announcement to availability per accelerator generationstill a lead
• GPU fleet-size disclosures per hyperscalernot started
• entity-list additions as a diffnot started

The wires between chips. Growing faster than the chips.

0 live · 1 built · 0 we can gather today · 0 need a key · 3 still a lead · 0 by hand

• what's about to ship, per optical/networking namestill a lead
• optics constraint number: 800G/1.6T shipment growth via Innolight 300308 / Eoptolink 300502 revenuestill a lead
• backlog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvellbuilt, first run pending
• OFC/ECOC dates on the optics pagestill a lead

The slowest thing to build and the hardest to get more of.

1 live · 3 built · 4 we can gather today · 2 need a key · 5 still a lead · 3 by hand

• US nuclear capacity-factor line; widget on nuclear/SMR company pageslive
• grid-stress index for PJM/ERCOT over datacenter countiesneeds a key
• west-coast leg of the grid-stress indexbuilt, first run pending
• turbine queue tracker — firm vs reserved GW across GE Vernova, Siemens Energy, Mitsubishi Powerbuilt, first run pending
• interconnection queue slippage between editionsbuilt, first run pending
• the AI power-demand pipeline in Texas, MW by county mapped to namesstill a lead
• Texas generation queue by stagestill a lead
• cited lead-time line built from DOE reports and utility IRPsby hand
• new substations near named campusesstill a lead
• shovels-in-the-ground tracker matched to tickersstill a lead
• contracted / critical-IT-load MW across the beatnot started
• capex guidance revision tracker (the B1 ledger, fed mechanically)not started
• the 'coming online' calendar — every planned US generator and battery with its expected month; the slippage between editions is the seriesnot started
• US construction spend context linenot started
• SMR licensing clock — application, hearing and decision dates per applicantby hand
• fuel allocations event log beside the licensing clockby hand
• transformer (HS 8504) and turbine (HS 8411) import lead-time proxyneeds a key
• grid-storage safety event logstill a lead

Gets ten times cheaper every year. Hard to make money here.

0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand

Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.

Costs a fortune, and nobody has shown it stays theirs.

0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand

Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.

The tools and tests around the model. No factory, and nobody owns it yet.

0 live · 0 built · 0 we can gather today · 0 need a key · 0 still a lead · 0 by hand

Nothing in the register sits on this layer yet. The numbers here will be ones we make ourselves — our own runs, what a task costs us, a fixed set of jobs re-run on every release — because nobody publishes them.