Skip to content
PRODUCTION & SUPPLY ATLAS

Price says what changed. Activity explains why.

Production, producer shipments, sales context, inventory, utilization, and physical trade remain separate metrics—with product, company, family, industry, and geography scope visible.

Latest validated observations

Supply, movement, inventory, and loading

Values retain their native scope and must not be compared as if they were one global market denominator.

Production114.1

EU27 electronic components · 2021=100 · 2026-05

Producer shipments$34.7B

U.S. computers & electronics · monthly value · 2026-06

Total inventory$68.5B

U.S. computers & electronics · end of period · 2026-06

Capacity utilization72.2%

U.S. semiconductor & electronic components · 2026-06

Memory trade mass38.5 kt

Reported HS 854232 mass · global bilateral flows · 2024

Display-module trade mass821,933 t

Reported HS2022 mass · global bilateral flows · 2024

Comparable within source

Two official views of the electronics cycle

Japan uses common-base indexes; the U.S. chart uses monthly manufacturer values in native dollars.

Japan electronic parts & devices activity

Production, producer shipments, inventory, and inventory-ratio indexes

2020=100 · SA
Japan METI Indices of Industrial ProductionMonthly · seasonally adjusted
View chart data
Japan electronic parts and devices activity indexes
MonthProductionProducer shipmentsInventoryInventory ratio
2025-03107.910177.9118.3
2025-04110.9115.175.1110.4
2025-0596.799.171112.8
2025-06107.3101.674.2113.4
2025-07108105.673110.4
2025-08108.2104.972.4111.6
2025-09109.8105.580134.9
2025-10106.4106.574.1108.7
2025-11107.5101.975.5117.9
2025-12109.3108.578.6119.5
2026-01111.411574.9104.5
2026-02107.5104.374.7116.6
2026-03109.3105.877.7123.7
2026-04110.9120.872.1105.6
2026-05112.311373.2113.9

These indexes are not global semiconductor units, exact-product production, manufacturer sales, revenue, channel inventory, market share, or a forecast.

U.S. computers & electronics shipments and inventory

Manufacturer shipment value and end-period total inventory

USD million · SA
U.S. Census M3 via FRED · A34SVS / A34STIMonthly · seasonally adjusted
View chart data
U.S. computers and electronic products manufacturer activity
MonthShipments, USD millionTotal inventory, USD million
2023-122992367480
2024-013018067302
2024-022997167333
2024-032976167189
2024-042998967031
2024-052978467088
2024-062967766888
2024-072998966852
2024-082989366881
2024-093018466761
2024-103049266869
2024-113049566643
2024-123065566549
2025-013081666576
2025-023123466644
2025-033134466866
2025-043129066893
2025-053154167003
2025-063166167219
2025-073171967261
2025-083166667311
2025-093163567355
2025-103171367345
2025-113202167512
2025-123227367523
2026-013279967402
2026-023312667607
2026-033331767785
2026-043352567830
2026-053385367915
2026-063469668456

Census states that semiconductor-industry shipment estimates are no longer published separately and are included in this broader Computers and Electronic Products aggregate. This aggregate is not semiconductor-only production, product unit sales, company revenue, SKU shipments, channel inventory, market share, or a forecast.

EU electronic-components production

NACE C2611 production-volume index; the latest source-missing period remains visible

2021=100 · SCA
Eurostat STS_INPR_M · NACE C2611Monthly · seasonally and calendar adjusted
View chart data
EU27 electronic-components production-volume index
MonthProduction index
2025-01106.7
2025-02112.5
2025-03108.5
2025-04106.9
2025-05111.5
2025-06110.9
2025-07112.5
2025-08113.5
2025-09112.1
2025-10107.9
2025-11113.1
2025-12112.9
2026-01105.1
2026-02105.3
2026-03116
2026-04110.6
2026-05114.1
2026-06Source missing

The 2026-06 time position exists but has no published value. It remains null and is never forward-filled, interpolated, or converted to zero. This EU industry index is not exact-product units, wafer starts, company output, worldwide production, revenue, shipments, market share, or a forecast.

Evidence join registry

Every node shows what exists—and what does not

Counts show nodes with a related source at each dimension; they are not counts of exact-product datasets.

Market groupNodesProductionShipmentsSalesInventoryUtilizationTrade
Memory & Storage462 scoped evidence links4242/420 unavailable42/420 unavailable42/420 unavailable42/420 unavailable42/420 unavailable42/420 unavailable
Logic & Compute324 scoped evidence links3636/360 unavailable36/360 unavailable0/3636 unavailable36/360 unavailable36/360 unavailable0/3636 unavailable
Analog & Mixed Signal126 scoped evidence links1414/140 unavailable14/140 unavailable0/1414 unavailable14/140 unavailable14/140 unavailable0/1414 unavailable
Power & Discretes144 scoped evidence links1616/160 unavailable16/160 unavailable0/1616 unavailable16/160 unavailable16/160 unavailable0/1616 unavailable
RF & Connectivity126 scoped evidence links1414/140 unavailable14/140 unavailable0/1414 unavailable14/140 unavailable14/140 unavailable0/1414 unavailable
Sensors & MEMS126 scoped evidence links1414/140 unavailable14/140 unavailable0/1414 unavailable14/140 unavailable14/140 unavailable0/1414 unavailable
Optoelectronics & Photonics90 scoped evidence links1010/100 unavailable10/100 unavailable0/1010 unavailable10/100 unavailable10/100 unavailable0/1010 unavailable
Displays & Components212 scoped evidence links2020/200 unavailable20/200 unavailable0/2020 unavailable20/200 unavailable20/200 unavailable20/200 unavailable
Manufacturing, Packaging & EDA175 scoped evidence links2117/214 N/A · 0 unavailable17/214 N/A · 0 unavailable10/2111 unavailable17/214 N/A · 0 unavailable17/214 N/A · 0 unavailable0/2112 N/A · 9 unavailable

Available means a defensible related series exists at the stated scope. It does not mean the series measures an exact SKU or that all market participants are covered.

Method & sources

No price-to-volume shortcut

Price, shipment value, physical mass, production indexes, inventory, utilization, issuer revenue, and company wafer shipments remain separate objects.