Chips

See what chips cost, what goes into them and who makes them

  1. US chip output +19.9%
  2. US chip capacity in use +2.79 points
  3. US chip producer prices +26.0%
  4. US chip jobs 0.0%
  5. US electronics new orders +16.6%
  6. US electronics inventory ratio −0.12 points
  7. US processor imports from Taiwan, Korea and Mexico +60.9%
  8. US memory imports from Taiwan, Korea and Mexico +497.4%
  9. South Korea memory exports +69.8%
  10. South Korea memory, dollars a kilogram +35.0%
9 of 10 series are improving in their newest month. Source: Federal Reserve, BLS and Census Bureau via FRED; Census Bureau; UN Comtrade · cycle.csv · data of · The chip cycle board →

What each part of the chip desk finds

  1. 01 Die and package cost lab 64 of the largest possible dies fit on a 300 mm wafer
  2. 02 Materials and chokepoints 100% of the world’s primary gallium comes from China
  3. 03 The chip makers’ books 29% of a typical chip-tool maker’s sales go to China
  4. 04 The export-control record 1,110 Chinese entries sit on the US Entity List, 6.6 times 2017’s
  5. 05 The memory desk Micron’s revenue grows to 4.8× its level of a year ago
  6. 06 The chip cycle board 8 of 8 chip-cycle indicators improve on three months earlier
  7. 07 The market desk US chip producer prices move furthest from their usual pace
  8. 08 The process-node record 15 of 19 process nodes shipped by the date first promised
  9. 09 The accelerator record NVIDIA’s B200 does 5.3 times the Tesla V100 SXM2’s compute per watt
  10. 10 AI chips on the inference benchmark NVIDIA B200 served 2.8 times as many DeepSeek-R1 tokens per chip
  11. 11 The fab record $26.4 billion in CHIPS Act awards goes to 17 US chip plants
  12. 12 Wafer to watt Follow a chip from raw material to the data center

Terms used on these pages: reticle limit , defect density , chiplet , interposer , high-bandwidth memory , herfindahl index , net import reliance , capital intensity , inventory days , Entity List , foreign direct product rule , gross margin , diffusion index , unit value , average selling price and bit shipments .

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