WFE Equipment Order-Book

Name: WFE Equipment Order-Book
Creator: Silicon Analysts

Bookings, backlog, and segment revenue from ASML / AMAT / Lam / KLA / TEL quarterly IR — the leading indicator for fab capacity.

Coverage window: 2017-07-27 → 2026-08-13 (524 rows)
Computed from the backing series at page-render time — never typed by hand.
History honesty: Subject depth reaches 2017-07-27 via archive backfill (497 rows); continuous capture since 2026-07-19 (27 live rows).
Cadence: Weekly — the WFE order-book routine checks the five equipment makers Tuesdays 11:02 Pacific; new rows cluster in earnings weeks (Jan/Apr/Jul/Oct) and are sparse otherwise.
Revision policy: Rows are immutable observations (freeze triggers). A wrong reading is corrected by appending a new row and registering the correction; review_status is the only mutable field.
Sources (source_type): sec_filing (287) · ir_release (190) · company_ir (47)
Known gaps: Front-end wafer-fab equipment only, and only the five majors — ASML, Applied Materials, Lam Research, KLA, and Tokyo Electron. Test and assembly equipment (Advantest, Teradyne) is not covered yet; adding it is planned. Smaller front-end players (ASM International, Screen) may follow where their disclosures support the same sourcing bar. Vendors disclose bookings and backlog differently, so cross-company comparisons are approximate. Continuous capture began July 2026; roughly 96% of the history is archive backfill reaching to 2017, flagged per row.
Authored 2026-08-15; next review 2026-11-15.
Access: Pro (full history)
API: /api/v1/wfe-signals · MCP: get_wfe_signals
Machine-readable: /api/v1/catalog/collect-wfe-signals/contract