{
  "release": "2.0",
  "cutoff_date": "2026-10-17",
  "grain": "one sourced measurement / specification / event / missing disclosure at native company-product-scope-period-source vintage",
  "primary_key": "observation_id",
  "foreign_keys": {
    "company_id": "companies.company_id",
    "source_id": "sources.source_id"
  },
  "compatibility": "779 v1 source rows preserved in native_record_json with legacy_observation_id. v2 provides additive dimensions and comparator harmonization; no v1 files are overwritten.",
  "fields": {
    "observation_id": {
      "type": "string|null"
    },
    "legacy_observation_id": {
      "type": "string|null"
    },
    "company_id": {
      "type": "string|null"
    },
    "company_name": {
      "type": "string|null"
    },
    "category": {
      "type": "string|null"
    },
    "category_ko": {
      "type": "string|null"
    },
    "metric": {
      "type": "string|null"
    },
    "metric_ko": {
      "type": "string|null"
    },
    "period": {
      "type": "string|null"
    },
    "period_type": {
      "type": "string|null"
    },
    "period_end": {
      "type": "string|null"
    },
    "value": {
      "type": "number|null"
    },
    "value_min": {
      "type": "number|null"
    },
    "value_max": {
      "type": "number|null"
    },
    "value_text": {
      "type": "string|null"
    },
    "comparator": {
      "type": "string|null"
    },
    "unit": {
      "type": "string|null"
    },
    "wafer_basis": {
      "type": "string|null"
    },
    "product_or_technology": {
      "type": "string|null"
    },
    "scope": {
      "type": "string|null"
    },
    "geography": {
      "type": "string|null"
    },
    "status": {
      "type": "string|null"
    },
    "is_forecast": {
      "type": "boolean"
    },
    "estimate_phase": {
      "type": "string|null"
    },
    "forecast_as_of": {
      "type": "string|null"
    },
    "record_kind": {
      "type": "string|null"
    },
    "has_numeric_value": {
      "type": "boolean"
    },
    "reporting_basis": {
      "type": "string|null"
    },
    "measure_kind": {
      "type": "string|null"
    },
    "technology_family": {
      "type": "string|null"
    },
    "aggregation_level": {
      "type": "string|null"
    },
    "comparison_basis": {
      "type": "string|null"
    },
    "source_id": {
      "type": "string|null"
    },
    "source_publication_date": {
      "type": "string|null"
    },
    "available_date_verified": {
      "type": "string|null"
    },
    "availability_status": {
      "type": "string|null"
    },
    "retrieved_date": {
      "type": "string|null"
    },
    "source_title": {
      "type": "string|null"
    },
    "source_url": {
      "type": "string|null"
    },
    "locator": {
      "type": "string|null"
    },
    "notes": {
      "type": "string|null"
    },
    "capacity_kind": {
      "type": "string|null"
    },
    "shared_asset_id": {
      "type": "string|null"
    },
    "series_id": {
      "type": "string|null"
    },
    "derivation": {
      "type": "string|null"
    },
    "release_component": {
      "type": "string|null"
    },
    "native_metric": {
      "type": "string|null"
    },
    "native_comparator": {
      "type": "string|null"
    },
    "native_value": {
      "type": "number|null"
    },
    "aggregation_rule": {
      "type": "string|null"
    },
    "cutoff_date": {
      "type": "string|null"
    },
    "native_record_json": {
      "type": "string|null"
    },
    "research_file": {
      "type": "string|null"
    },
    "shared_asset_note": {
      "type": "string|null"
    },
    "value_qualifier": {
      "type": "string|null"
    }
  },
  "definitions": {
    "value": "Exact or approximately quoted point value only. Inequalities use value_min/value_max; textual estimates remain value_text.",
    "comparator": "Relational qualifier after harmonization. Native comparator retained; previous_year/quarter moved into comparison_basis.",
    "record_kind": "numeric_point / numeric_range / numeric_bound / discrete_options / milestone / qualitative / missing_disclosure. Numeric product specs are not production quantities.",
    "value_min/value_max": "Bounds as reported. For discrete_options these are historical native metadata, not a continuous admissible interval; use value_text.",
    "is_forecast": "True for announced plans/company forecasts, planned_* metrics including secondary estimates of plans, and CXMT2025E/2026E vintage. Source status retained separately.",
    "available_date_verified": "Source publication date verified to day precision. Unknown remains null. An event retrospective can have a much later publication date.",
    "native_record_json": "Lossless original observation object, before ID, metric, comparator harmonization.",
    "aggregation_rule": "No universal aggregation. Parent/child scopes, vintages and overlaps must be checked first."
  },
  "critical_rules": [
    "EUV shipments != recognized sales != installed customer fleet. High-NA subset may already be included in total EUV.",
    "Capacity != actual production != wafer shipments != bit shipments. WPM snapshot must not be multiplied by12 as actual output.",
    "EUV wafer moves/test wafers != unique saleable completed wafers.",
    "Fiscal year and calendar year not interchangeable; MU2026 is53weeks ending2026-09-03.",
    "Capex currencies/definitions are native; Samsung consolidated includes DS; cash incentives are inflow; depreciation is noncash.",
    "Source revision/vintage and forecast are retained. No backfilling unpublished data into training history.",
    "No absolute CoWoS capacity inferred from relative doubling. No customer EUV fleet inferred from first delivery or share.",
    "Do not join KIOXIA_WD joint operations to KIOXIA/SANDISK/SOLIDIGM and sum without ownership/time reconciliation."
  ]
}