Data contracts / reference

Foundry Allocation & Lead Times

Booking-to-delivery lead times and allocation status across leading-edge, mature, packaging (CoWoS/SoIC/WMCM) and HBM capacity — with the quarterly lead-time curve back to Q4 2024.

Coverage window

2024-10-01 → 2027-01-01 (253 rows; includes forward projections)

Computed from the backing series at page-render time — never typed by hand.

History honesty

Observations recorded as published; no archive backfill flag on this series.

Cadence

Weekly — capacity/allocation refresh runs Mondays 11:00 UTC; weekly observations stack as a time series.

Revision policy

Current-state table updated in place with as_of (vintage) and last_validated (confirmation). Prior values persist in the *_history audit tables and the daily ledger.

Sources (source_type)

analyst (149) · trade_press (97) · earnings (7)

Known gaps

Allocation and share-locked figures are numbers no company discloses — 59% of published signals derive from analyst estimates, with the rest from trade press and earnings commentary; treat direction and change as the reliable signal and absolute levels as approximate. Signals publish only after review; candidates that fail stay in a pending queue. This API serves the three-metric subset (lead_time, pct_locked, customer_allocation) — the full nine-metric series, including node ramps, CoWoS capacity, and utilization, is covered by the allocation-tool contract.

Authored 2026-08-16; next review 2026-11-15.

Access

Fully open

API: /api/v1/allocation · MCP: get_foundry_allocation

Machine-readable

/api/v1/catalog/ref-allocation-lead-times/contract