Data contracts / tool

Fab Capacity by Node Class

100+ fab and advanced-packaging sites mapped worldwide, with our estimated capacity (kWSPM) by node class and our curated allocation tier (not issuer-disclosed), 2024–2028 baseline plus event-driven updates.

Coverage window
2024-01-01 → 2028-01-01 (380 rows; includes forward projections)
Computed from the backing series at page-render time — never typed by hand.
History honesty
Subject depth reaches 2024-01-01 via archive backfill (380 rows); continuous capture since — (0 live rows).
Cadence
Event-driven — the baseline is Silicon Analysts annual estimates (2024–2028), not company figures; dated readings from public sources (foundry IR, WFE vendor earnings, government filings) are appended after review when such sources publish them.
Revision policy
Underlying observations are immutable; the tool view recomputes from them. Corrections are registered in data_corrections.
Sources (source_type)
analyst_report (380)
Known gaps
Capacity figures are an analyst-sourced load (loaded 2026-07-12, corrected and re-derived 2026-09-12; replaced rows are unpublished, never edited), spanning 2024–2028 and including forward projections — there is no continuous automated collection of capacity numbers. The correction mechanism is the fab-events log, which tracks the same fabs continuously (groundbreakings, ramps, and especially delays) and records where projections and reality diverge. Re-snapshots are planned as public capacity data allows, appended bitemporally.
Authored 2026-08-16; next review 2026-11-15.
Access
Free API key
API: /api/v1/fabs · MCP: get_fab_capacity
Machine-readable
/api/v1/catalog/tool-fab-capacity/contract