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LATEST REVIEWED CHANGES
Evidence updates worth returning to.
Memory
EU and Malaysia July observations added with source flags
Four new observations extend EU electronic-components producer prices and Malaysia electronic-components prices, semiconductor-device production and integrated-circuit production through July. Eurostat also revises its imputed June value from 110.8 to 111.0.
Review changeMemory
August industry indexes, shipments and inventory updated
Nine new official observations and 20 historical revisions extend all eight U.S. semiconductor long-history series and the four-series cycle panel through August. The Census computer/electronics aggregate also extends through August.
Review changeMemory
August fixed references and Korea export totals updated
8Gb DRAM adds USD 25.0 per chip, extending all three fixed-reference histories and the equal-weight basket through August. Korea semiconductor exports reach USD 46.67B and display exports USD 1.69B.
Review changeMemory
Official memory context adds 15 source-backed series
The unified memory chart now includes 1,162 observations across five official source systems covering European and Malaysian producer prices, Malaysian and Singaporean production, and Taiwan DRAM production, shipments, shipment value, inventory, and derived unit value.
Review changeCapital
Etched financing record adds the announced $700M round
The startup monitor now separates the $700M financing, $21B financing-date valuation, and company-stated $1.9B cumulative funding from the prior Series C.
Review changeCapital
Groq record adds the conditional $350M Series A announcement
The startup monitor now records the announced $350M Series A and $3.5B financing-date valuation separately from the prior June financing.
Review changeDisplay
Official Korea display export total extends through July 2026
The display market view now carries the published July 2026 headline total while keeping unavailable LCD, OLED, and parts detail null after January.
Review changeMemory
Micron monitor adds the planned Research Labs investment
The memory company monitor now records Micron's planned $10B U.S. research investment over the next decade as a separate event disclosure.
Review change