{"meta":{"product":"VLSI Market Official Semiconductor Data Hub","publisher":"VLSI Korea","schemaVersion":"2026-08-24.official-data-8","publishedAt":"2026-08-24","view":"all","filters":{"q":null,"domain":null,"access":null,"sourceTier":null,"geography":null,"dataset":null},"sourceContract":"Government statistics, government releases, regulator or exchange filings, issuer disclosures and open-licensed research remain separately tiered.","nullPolicy":"Unavailable, suppressed and source-missing observations remain null or absent; they are never converted to zero.","exclusionPolicy":"Paid research series, analyst ratings, analyst fair values, proprietary forecasts, proprietary targets and opinions are not redistributed or included. 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their release date.","caveat":"No restricted WSTS historical series, regional tables or paid forecast data are copied."},{"id":"semi-public-headlines","label":"SEMI manufacturing & equipment release headlines","publisher":"SEMI","domain":"Capacity & investment","geography":"Global and region-defined public headlines","scope":"Public press-release facts on equipment, wafers and fab outlooks","grain":"Public headline fact × release","cadence":"Release-defined","sourceTier":"public-headline-only","accessState":"public-headline-only","revisionBehavior":"Each public fact retains release title, date, scope and forward-looking status.","caveat":"Paid SEMI datasets and forecasts are never reproduced or converted into platform history."}],"observations":[{"id":"us-semiconductor-production-latest","datasetId":"us-semiconductor-cycle","label":"U.S. semiconductor production","domain":"Production & utilization","geography":"United States","value":191.8973,"displayValue":"191.90","unit":"Index 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Not a live spot quote, retail price, transaction or company ASP.","valueQualifier":"exact","displayUnit":"USD / chip","frequency":"monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-14","retrievedAt":"2026-09-16"},{"id":"ddr5-fixed-reference-latest","datasetId":"korea-open-memory-references","label":"DDR5 16Gb fixed reference","domain":"Prices & indexes","geography":"Source-defined reference","value":46.5,"displayValue":"$46.50","unit":"USD / chip","period":"2026-08","comparisonValue":3.3,"comparisonLabel":"+3.3%","vlsiRoute":"/markets/memory","status":"reported","basis":"Government-reported fixed-price reference","caveat":"The monthly ledger is continuous from January 2025 through July 2026; February–April 2026 are individually attributed to official Pyeongtaek Customs releases. No values are interpolated. Not a live spot quote, retail price, transaction or company ASP.","valueQualifier":"exact","displayUnit":"USD / chip","frequency":"monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-01","retrievedAt":"2026-09-11"},{"id":"nand-fixed-reference-latest","datasetId":"korea-open-memory-references","label":"NAND 128Gb fixed reference","domain":"Prices & indexes","geography":"Source-defined reference","value":30.5,"displayValue":"$30.50","unit":"USD / chip","period":"2026-08","comparisonValue":1.5,"comparisonLabel":"+1.5%","vlsiRoute":"/markets/memory","status":"reported","basis":"Government-reported fixed-price reference","caveat":"Not a live spot quote, retail price, transaction or company ASP.","valueQualifier":"exact","displayUnit":"USD / chip","frequency":"monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-01","retrievedAt":"2026-09-11"},{"id":"korea-dram-ppi-latest","datasetId":"korea-memory-producer-price-index","label":"Korea DRAM producer price index","domain":"Prices & indexes","geography":"Republic of Korea","value":496.84,"displayValue":"496.84","unit":"Index 2020=100","period":"2026-06","comparisonValue":3.7,"comparisonLabel":"+3.7%","vlsiRoute":"/markets/analyze","status":"provisional","basis":"Official producer price index","caveat":"Index level; not dollars per chip, contract price or manufacturer ASP.","valueQualifier":"exact","displayUnit":"Index 2020=100","frequency":"monthly","comparisonPeriod":"2026-05","publicationDate":null,"retrievedAt":"2026-08-04"},{"id":"korea-semiconductor-exports-latest","datasetId":"korea-semiconductor-export-trends","label":"Korea semiconductor exports","domain":"Trade & geography","geography":"Republic of Korea","value":46.67,"displayValue":"$46.67B","unit":"USD billion","period":"2026-08","comparisonValue":13.8,"comparisonLabel":"+13.8%","vlsiRoute":"/trade","status":"reported","basis":"Monthly semiconductor headline export value","caveat":"Export value is not company revenue, product units or end-customer demand. The September 14 release adds August headline exports; prior months retain their sources and precision; source-missing February–March totals and post-January component splits remain unfilled.","valueQualifier":"exact","displayUnit":"USD billion","frequency":"Monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-14","retrievedAt":"2026-09-16"},{"id":"korea-display-exports-latest","datasetId":"korea-display-export-trends","label":"Korea display exports","domain":"Trade & geography","geography":"Republic of Korea","value":16.9,"displayValue":"$1.69B","unit":"USD 100 million","period":"2026-08","comparisonValue":-4.5,"comparisonLabel":"-4.5%","vlsiRoute":"/markets/display","status":"reported","basis":"Monthly display headline export value","caveat":"Latest headline total is not allocated to LCD, OLED or parts without a published breakdown; each missing component remains null.","valueQualifier":"exact","displayUnit":"USD billion","frequency":"Monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-14","retrievedAt":"2026-09-16"},{"id":"global-memory-trade-latest","datasetId":"baci-memory-ic-trade","label":"Global memory-IC trade","domain":"Trade & geography","geography":"Global bilateral trade","value":214.9467,"displayValue":"$214.9B","unit":"USD billion","period":"2024","comparisonValue":32.2,"comparisonLabel":"+32.2%","vlsiRoute":"/trade","status":"derived-open-data","basis":"Reconciled bilateral gross merchandise trade value","caveat":"Can include assembly and re-export flows; not manufacturer revenue or final end use.","valueQualifier":"exact","displayUnit":"USD billion","frequency":"Annual","comparisonPeriod":"2023","publicationDate":"2026-01-22","retrievedAt":"2026-08-06"},{"id":"korea-customs-memory-trade-2025","datasetId":"korea-customs-semiconductor-trade","label":"Korea memory-IC exports","domain":"Trade & geography","geography":"Republic of Korea","value":94.615166736,"displayValue":"$94.6B","unit":"USD billion","period":"2025","comparisonValue":null,"comparisonLabel":"Annual total","vlsiRoute":"/trade","status":"reported","basis":"Annual customs export value","caveat":"Customs trade is not manufacturer revenue, product sales or final destination demand.","valueQualifier":"exact","displayUnit":"USD billion","frequency":"Annual","comparisonPeriod":null,"publicationDate":null,"retrievedAt":"2026-08-06"},{"id":"tsmc-monthly-revenue-latest","datasetId":"tsmc-monthly-revenue","label":"TSMC monthly consolidated net revenue","domain":"Company disclosures","geography":"Global company reporting","value":514806,"displayValue":"NT$514.81B","unit":"NTD million","period":"2026-08","comparisonValue":16.3,"comparisonLabel":"+16.3%","vlsiRoute":"/foundry","status":"reported","basis":"Unaudited consolidated company net revenue · single month","caveat":"The official +53.3% YoY rate is retained in the foundry issuer layer; this card compares August with July and does not imply product, customer, process, shipment, capacity or market-share allocation.","valueQualifier":"exact","displayUnit":"NTD billion","frequency":"Monthly","comparisonPeriod":"2026-07","publicationDate":"2026-09-10","retrievedAt":"2026-09-10T22:37:58.392629Z"},{"id":"tsmc-board-capital-appropriation-2026-08-11","datasetId":"tsmc-board-2026-08-11","label":"TSMC board-approved capital appropriation","domain":"Capacity & investment","geography":"Global company reporting · geography not allocated","value":29442.5,"valueQualifier":"approximate","displayValue":"≈US$29,442.50M approved","unit":"USD million","period":"2026-08-11","comparisonValue":null,"comparisonLabel":"Board approved","vlsiRoute":"/foundry","status":"reported","basis":"Approximately stated board-approved capital appropriation","caveat":"The amount spans advanced technology, advanced packaging, mature or specialty technology, and fab construction or facility systems. 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This is not NVIDIA revenue, sales, capex, a binding funding commitment, deployed capital, semiconductor shipments or market size.","displayUnit":"USD billion","frequency":"Event-driven","comparisonPeriod":null,"publicationDate":"2026-08-10","retrievedAt":"2026-08-11T04:30:16Z"}],"revisions":[{"id":"intel-equity-offering-proposal-2026-08-10-v1","datasetId":"intel-equity-offering-2026","label":"Intel proposed common-stock offering","revisionState":"superseded","value":15,"valueQualifier":"exact","displayValue":"US$15B proposed base","unit":"USD billion","period":"2026-08-10","publicationDate":"2026-08-10","retrievedAt":"2026-08-11T04:30:16Z","terms":{"proposedBaseUsdBillion":15,"optionalAllotmentUsdBillion":2.25},"supersessionReason":"Intel subsequently upsized and priced the base offering at US$20B, and the underwriters exercised the option in full.","caveat":"This immutable record preserves the proposal state known on August 10. It is not the current offering state and was never realized proceeds, capex, foundry revenue, capacity, demand or shipment evidence."},{"id":"intel-equity-offering-priced-full-option-2026-08-12-v2","datasetId":"intel-equity-offering-2026","label":"Intel priced common-stock offering and full option exercise","revisionState":"current","value":20,"valueQualifier":"approximate","displayValue":"US$20B priced base","unit":"USD billion","period":"2026-08-11","publicationDate":"2026-08-12","retrievedAt":"2026-08-13T04:30:58Z","terms":{"pricePerShareUsd":95,"baseShares":210526315,"optionShares":31578947,"totalShares":242105262,"derivedGrossProceedsUsd":22999999890,"derivedGrossBasis":"share-count arithmetic","expectedNetProceedsUsdApproximate":22620000000,"expectedNetQualifier":"approximate","useOfProceeds":"General corporate purposes; may include capital expenditures and working capital"},"caveat":"Gross proceeds are derived share-count arithmetic and expected net proceeds are not realized. Option exercise does not independently confirm closing or settlement; general corporate purposes do not establish foundry capex."}],"gaps":[{"id":"global-smartphone-shipments","metric":"Global smartphone shipments by model and vendor","reason":"Comparable model-level history is primarily commercial research; public company shipments are incomplete and differently scoped.","promotionRequirement":"A reusable official or licensed series with vendor, model, region, unit, period and revision metadata."},{"id":"global-pc-shipments","metric":"Global PC shipments by vendor","reason":"The global vendor series commonly cited in market reports is commercial and cannot be reproduced without redistribution rights.","promotionRequirement":"A licensed feed or complete reusable official denominator with vendor-level observations."},{"id":"company-memory-asp","metric":"Samsung, SK hynix, Micron and CXMT DRAM/NAND ASP","reason":"Issuers generally disclose revenue, qualitative pricing or bit-growth context, not compatible product-level ASP histories.","promotionRequirement":"Issuer-reported exact-product ASP with period, currency, object and unit; no estimate from revenue or trade value."},{"id":"hbm-shipments-share","metric":"HBM shipments and vendor market share","reason":"Compatible absolute shipments and a complete public market denominator are not disclosed.","promotionRequirement":"Reusable vendor shipments plus a complete compatible denominator; qualification or capacity commentary is insufficient."},{"id":"global-foundry-capacity-share","metric":"Global foundry capacity and market share","reason":"Company reports mix wafer diameters, equivalent-wafer conversions, internal/external revenue and pure-play/IDM scopes.","promotionRequirement":"Complete reusable vendor observations on the same wafer basis, period, currency and business-model denominator."},{"id":"product-level-production","metric":"Exact DRAM, NAND, CPU, GPU, analog and power-device production units","reason":"Official statistical systems publish broader industry or customs categories, while companies rarely disclose exact SKU units.","promotionRequirement":"A source-backed product/part-number series with units, object, geography, period and revision behavior."}]}