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ResearchProduction history

VLSI MARKET / SOURCE-LINKED RESEARCH

Semiconductor production & technology history

Explore wafer production, shipments and capacity alongside DRAM, HBM, NAND, EUV, process technologies and investment. Search reported measurements, milestones and forecasts with their original evidence.

Evidence cutoff2026-10-17
1,663Source-linked observationsAdded in this release +884
65 + 3Company identities + aggregatesHistorical ownership scopes retained
154Distinct metricsPoints, bounds, qualitative facts & events
448Unique source URLs472 source records

EVIDENCE YOU CAN INSPECT

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Record kind, release and availability date

The date filter includes only sources with a day-verified publication date. Records with unknown dates are excluded.

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Measurements, native scopes, period bases and original sources. Expand a row’s evidence details for its full context.
Company / metricPeriod / productObservation / unitStatus / kindSource / availability

Read each measurement in context

01 / WAFERS & BITS

Capacity, output and bits differ

Monthly capacity is a capability at a point in time. It is separate from actual annual output and bit shipments. Check wafer diameter, equivalent basis and scope.

02 / EUV & TECHNOLOGY

Shipments, recognized sales and fleet

An EUV system can ship before its revenue is recognized. A customer’s installed fleet, process revenue share and packaging capacity are separate measurements.

03 / DATES & UNCERTAINTY

Forecasts and missing values stay visible

Qualitative ranges are not invented numbers, and missing disclosure is not zero. For model training, verify publication dates, fiscal periods, plans and source vintages.

RESEARCH RELEASE / 2026-10-17

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