Chips · market
US chip producer prices move furthest from their usual pace
US chip producer prices rose 26.0% on a year in September 2026. That change is 5.2 standard deviations above the average change since 2005, and no other series on the chip cycle board is as far from normal. Below, each day of AI and chip news sits beside the releases of that day.
This desk shows no daily share prices. No free source lets this site republish them, so the desk reads the monthly and quarterly releases it already holds.
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Three chip readings move more than two standard deviations from normal
z-score: the change on a year against every month since 2005 · far: beyond ±2 · next release as of the build day| Series | Newest | On a year | z | Next release |
|---|---|---|---|---|
| US chip producer pricesfar from normal | Sep 2026 | +26.0% | +5.2 | Producer prices of chips and servers, Fri 13 Nov |
| US memory imports from Taiwan, Korea and Mexicofar from normal | Aug 2026 | +497.4% | +3.5 | US imports, Tue 8 Dec |
| US electronics new ordersfar from normal | Aug 2026 | +16.6% | +2.2 | not on the Calendar |
| US electronics inventory ratio | Aug 2026 | −0.12 points | −1.6 | not on the Calendar |
| South Korea memory exports | Dec 2025 | +69.8% | +1.4 | not on the Calendar |
| South Korea memory, dollars a kilogram | Dec 2025 | +35.0% | +0.6 | not on the Calendar |
| US chip output | Sep 2026 | +19.9% | +0.5 | Chip output and capacity, Tue 17 Nov |
| US chip capacity in use | Sep 2026 | +2.79 points | +0.4 | Chip output and capacity, Tue 17 Nov |
| US processor imports from Taiwan, Korea and Mexico | Aug 2026 | +60.9% | +0.3 | US imports, Tue 8 Dec |
| US chip jobs | Sep 2026 | 0.0% | +0.2 | Payrolls and unemployment, Fri 4 Dec |
Each day’s news beside that day’s releases
filings and rules in full, and the 3 most-read other items of each day · releases from the Calendar · times in UTC-
Thursday 12 November 2026
Releases
No scheduled release.
Filings and rules
None that day.
-
Wednesday 11 November 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- Google SWE points 48 AI agents at NASA Lidar, finds unmapped Maya pyramid in 72h Hacker News · score 98.1 · on the Tape
- Nvidia is preparing to oust Jensen Huang Hacker News · score 97.7 · on the Tape
- United Airlines bans AI agents from booking flights on behalf of travelers Hacker News · score 92.3 · on the Tape
-
Tuesday 10 November 2026
Releases
- Taiwan's listed companies, monthly sales Taiwan Securities and Exchange Act · by this day · October 2026 data
Filings and rules
- CoreWeave filed an 8-K: results 21:05 · Filings · on the Tape
- TSMC filed a 6-K 13:41 · Filings · on the Tape
- TSMC filed a 6-K 12:01 · Filings · on the Tape
Most read
- AI usage generates a fragile codebase Hacker News · score 94.6 · on the Tape
- Apple has new Mac app coming to make running local AI models easy Hacker News · score 92.6 · on the Tape
- Learning Heterogeneous Tactile Representation for General Dexterous Manipulation Daily Papers · score 92.4 · on the Tape
-
Monday 9 November 2026
Releases
No scheduled release.
Filings and rules
- Texas Instruments filed an 8-K: other events 21:10 · Filings · on the Tape
- A new version of the Entity List took effect time not given · Rules and orders · on the Tape
- Extension of the Suspension of Expansion of End-User Controls for Affiliates of Certain Listed Entities time not given · Rules and orders · on the Tape
Most read
- Claude Fable 5.2 and Mythos 5.2 Hacker News · score 98.2 · on the Tape
- Claude Fable 5.2 and Mythos 5.2 Hacker News · score 97.7 · on the Tape
- Google Gemini routes personal Drive files and emails to human annotators Hacker News · score 96.2 · on the Tape
-
Sunday 8 November 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- Nvidia CEO Jensen Huang's letter to staff about affair Hacker News · score 98.2 · on the Tape
- A Message to Our Company Labs and press · score 98.2 · on the Tape
- Goldman Sachs is pulling Claude Code from its bankers and traders Hacker News · score 97.7 · on the Tape
-
Saturday 7 November 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- Claude Code's "Don't Ask Again" exposes passwords in 1,122 public GitHub files Hacker News · score 94.4 · on the Tape
- The end of Microsoft Research's AI Frontiers group Hacker News · score 92.1 · on the Tape
-
Friday 6 November 2026
Releases
- Payrolls and unemployment US Bureau of Labor Statistics · 08:30 ET US payroll jobs: newest on this site: 159.04 million in Sep 2026 · A new high, Sep 2026US unemployment rate: newest on this site: 4.2% in Sep 2026 · Highest since Jun 2026, Sep 2026
Filings and rules
- KLA filed an 8-K: shareholder vote, other events 21:05 · Filings · on the Tape
- Super Micro Computer filed a 10-Q 00:25 · Filings · on the Tape
- Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approval; Comment Request; Section 232 National Security Adjustments to Imports of Specialty Pharmaceuticals and Associated Ingredients time not given · Rules and orders · on the Tape
- Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approval; Comment Request; Application Process To Waive the Import Qualification Criteria Measures To Restrict Stockpiling of Polysilicon and Polysilicon Derivatives time not given · Rules and orders · on the Tape
Most read
- VFlash: Fast, Accurate Visual Planning via Flash Primitive Decoding Daily Papers · score 93.8 · on the Tape
- From Autonomous Agents to Cognitive Symbionts: Toward AI-Augmented Human Intelligence Daily Papers · score 93.1 · on the Tape
- SLA: Scaling Spatial-Language-Action Model via Continual Pre-training Daily Papers · score 91 · on the Tape
-
Thursday 5 November 2026
Releases
No scheduled release.
Filings and rules
- Meta filed an 8-K: other events 21:58 · Filings · on the Tape
- Micron filed an 8-K: officers or directors 21:33 · Filings · on the Tape
- Lam Research filed an 8-K: shareholder vote, other events 21:17 · Filings · on the Tape
- Alphabet filed an 8-K: other events 21:10 · Filings · on the Tape
- Microsoft filed an 8-K: officers or directors 11:01 · Filings · on the Tape
Most read
- Claude Code sends your email address to websites Hacker News · score 99.4 · on the Tape
- Cuban: Facebook knowingly runs AI deepfake scam ads; docs say $16B fraud revenue Hacker News · score 92.4 · on the Tape
- Turns Matter: Advancing Streaming Video RL via Turn-Level Credit Daily Papers · score 91 · on the Tape
-
Wednesday 4 November 2026
Releases
- US imports US Census Bureau · 08:30 ET · September 2026 data US imports of servers, twelve months: Sep 2026 is not on this site yet · A new high, Aug 2026US imports of AI hardware, twelve months: Sep 2026 is not on this site yet · A new high, Aug 2026
Filings and rules
- Oracle filed an 8-K: other events 21:49 · Filings · on the Tape
- Arm Holdings filed a 6-K 21:05 · Filings · on the Tape
- Qualcomm filed a 10-K 21:04 · Filings · on the Tape
- Hewlett Packard Enterprise filed an 8-K: Regulation FD 21:04 · Filings · on the Tape
- Qualcomm filed an 8-K: results 21:03 · Filings · on the Tape
- Arm Holdings filed a 6-K 21:02 · Filings · on the Tape
- Microsoft filed an 8-K: other events 21:01 · Filings · on the Tape
- GlobalFoundries filed a 6-K 12:18 · Filings · on the Tape
- GlobalFoundries filed a 6-K 12:09 · Filings · on the Tape
Most read
- AI is forcing us to pay off 40 years of technical debt Hacker News · score 99.2 · on the Tape
- Tell HN: Gemini trains on chat history, even for subscribers (personal accounts) Hacker News · score 96.2 · on the Tape
- Nvidia RTX Spark encrypted firmware slows inference speed to 35% on Linux Hacker News · score 94.2 · on the Tape
-
Tuesday 3 November 2026
Releases
- Job openings and hires US Bureau of Labor Statistics · 10:00 ET US job openings rate: newest on this site: 4.3% in Aug 2026 · Lowest since Jun 2026, Aug 2026US hires rate: newest on this site: 3.3% in Aug 2026 · Highest since Jun 2026, Aug 2026
Filings and rules
- AMD filed a 10-Q 23:00 · Filings · on the Tape
- Super Micro Computer filed an 8-K: results, other events 21:31 · Filings · on the Tape
- AMD filed an 8-K: results, Regulation FD 21:16 · Filings · on the Tape
Most read
- Postman silently auto-installs AI plugins and attempts to share all API data Hacker News · score 99.4 · on the Tape
- The 'Astra can read and write weights to improve Qwen' post is misleading Hacker News · score 98.4 · on the Tape
- Qwen 3.8 27B on my laptop can interpret model weights, too Labs and press · score 96.3 · on the Tape
-
Monday 2 November 2026
Releases
- Construction spending US Census Bureau · 10:00 ET · September 2026 data US data-center construction: Sep 2026 is not on this site yet · A new high, Aug 2026US construction at chip and electronics plants: Sep 2026 is not on this site yet
Filings and rules
- onsemi filed a 10-Q 21:18 · Filings · on the Tape
- onsemi filed an 8-K: results 21:15 · Filings · on the Tape
- onsemi filed an 8-K: material agreement, Regulation FD 21:15 · Filings · on the Tape
- Marvell filed an 8-K: material agreement 13:09 · Filings · on the Tape
- Marvell filed an 8-K: results, Regulation FD 13:06 · Filings · on the Tape
Most read
- Astra can read and write weights to improve Qwen Hacker News · score 100 · on the Tape
- REA: A Routed Embodied Agent Runtime for Asynchronous Brain-Cerebellum Control Daily Papers · score 94.9 · on the Tape
- FrameForge: Harnessing Priors of Video Foundation Models for Unified Image Generation Daily Papers · score 93.7 · on the Tape
-
Sunday 1 November 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- The AI cost of JavaScript frameworks Hacker News · score 91.1 · on the Tape
- AI delivers 'zero financial payoff' to most companies, Apollo economist says Hacker News · score 80 · on the Tape
-
Saturday 31 October 2026
Releases
- Home power prices by state US Energy Information Administration · end of the month · August 2026 data US home power price: Aug 2026 is not on this site yet · A new high, Jul 2026
Filings and rules
None that day.
Most read
- Anthropic blocks users for anything touching training larger models Hacker News · score 91.6 · on the Tape
- Do the math: How we took over ChatGPT accounts Hacker News · score 87.3 · on the Tape
- Malware uses LLMs to rank victims by how much they're worth Hacker News · score 81.4 · on the Tape
-
Friday 30 October 2026
Releases
No scheduled release.
Filings and rules
- Teradyne filed a 10-Q 17:00 · Filings · on the Tape
Most read
- Backdoor in Claude Code for VS Code extension on the Cursor Marketplace Hacker News · score 98.2 · on the Tape
- AI isn't replacing SREs, it's deskilling them Hacker News · score 95.4 · on the Tape
- Backdoors in official Claude Code extensions Hacker News · score 95 · on the Tape
-
Thursday 29 October 2026
Releases
No scheduled release.
Filings and rules
- Intel filed a 10-Q 22:50 · Filings · on the Tape
- Amazon filed a 10-Q 22:20 · Filings · on the Tape
- Meta filed an 8-K: material agreement, item 3.03, charter or bylaws 21:08 · Filings · on the Tape
- Intel filed an 8-K: results 20:08 · Filings · on the Tape
- KLA filed a 10-Q 20:08 · Filings · on the Tape
- Amazon filed an 8-K: results 20:05 · Filings · on the Tape
- Alphabet filed a 10-Q 00:29 · Filings · on the Tape
Most read
- We're releasing the weights of Mistral Large 4 Hacker News · score 99.6 · on the Tape
- Mistral Large 4 (Le Chonk) is now open weight Labs and press · score 99 · on the Tape
- OmniShowcase: Omnidirectional Subject-Consistent Video Generation from Multi-View Images Daily Papers · score 95.4 · on the Tape
-
Wednesday 28 October 2026
Releases
No scheduled release.
Filings and rules
- Microsoft filed an 8-K: other events 20:11 · Filings · on the Tape
- KLA filed an 8-K: results 20:07 · Filings · on the Tape
- Microsoft filed a 10-Q 20:07 · Filings · on the Tape
- Microsoft filed an 8-K: results 20:04 · Filings · on the Tape
- Alphabet filed an 8-K: results 20:01 · Filings · on the Tape
- Oracle filed an 8-K: Regulation FD 18:24 · Filings · on the Tape
- Teradyne filed an 8-K: results 10:00 · Filings · on the Tape
Most read
- Multiscale Policy Optimization for Long-Horizon LLM Agents Daily Papers · score 99.1 · on the Tape
- Gemini 4 Carbon Hacker News · score 98.3 · on the Tape
- PDRVLA: A Vision-Language-Action Model with Physical Dynamics Representations Daily Papers · score 96 · on the Tape
-
Tuesday 27 October 2026
Releases
No scheduled release.
Filings and rules
- Broadcom filed an 8-K: new debt 20:23 · Filings · on the Tape
- Amkor filed a 10-Q 19:01 · Filings · on the Tape
- Order Renewing Order Temporarily Denying Export Privileges time not given · Rules and orders · on the Tape
Most read
- Trial by Trace: Benchmarking AI Agent Harnesses for Reliability and Failure Attribution Daily Papers · score 97.6 · on the Tape
- AI promised less work. I've never worked more Hacker News · score 95.5 · on the Tape
- Trajectory2Gym: Decision-Grounded Compositional Interaction Synthesis for Tool-Use Agents Daily Papers · score 94.8 · on the Tape
-
Monday 26 October 2026
Releases
No scheduled release.
Filings and rules
- Applied Materials filed an 8-K: other events 20:34 · Filings · on the Tape
- Amkor filed an 8-K: results 20:07 · Filings · on the Tape
Most read
- Anthropic S-1 Hacker News · score 99.6 · on the Tape
- Reading, Writing, Sharing, and Interacting with the World through Video Daily Papers · score 98.7 · on the Tape
- Function-Space Temporal Self-Distillation for Policy Optimization Daily Papers · score 95.3 · on the Tape
-
Sunday 25 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- A 10-year-old CNN outperforms frontier LLMs for skin cancer diagnosis Hacker News · score 95.2 · on the Tape
- OpenAI and Anthropic cut their LLM prices by up to 80% within a few months. Why? Hacker News · score 90.4 · on the Tape
- Cerebras Deploys Trillion-Parameter AI Models Hacker News · score 87.3 · on the Tape
-
Saturday 24 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- No signs of AI payoff outside the tech sector Hacker News · score 94.8 · on the Tape
- America has lost 200k of jobs in media, film and the arts. How much is AI? Hacker News · score 93 · on the Tape
- GPU-unlock: FP/BF16 instruction issue rate on Nvidia 3000's cards Hacker News · score 86.4 · on the Tape
-
Friday 23 October 2026
Releases
- Power plants near AI sites US Energy Information Administration · time not given
Filings and rules
- Marvell filed an 8-K: material agreement 20:05 · Filings · on the Tape
- FURTHER MODIFYING THE SCOPE OF PRODUCTS OF CANADA SUBJECT TO THE ADDITIONAL DUTIES IMPOSED TO OFFSET CANADIAN DISCRIMINATION AGAINST THE COMMERCE OF THE UNITED STATES WITH RESPECT TO MOTOR VEHICLES 19:51 · Rules and orders · on the Tape
- Texas Instruments filed a 10-Q 17:03 · Filings · on the Tape
Most read
- WeVisOne-VL: Unified Visual Perception from Objects to Pixels Daily Papers · score 98.3 · on the Tape
- Deep Search in Real-World Web Environments Daily Papers · score 97.5 · on the Tape
- Making MLLM Latents Matter: Factor-Aware Predictive Learning for Cinematic Video Generation Daily Papers · score 94.8 · on the Tape
-
Thursday 22 October 2026
Releases
No scheduled release.
Filings and rules
- Western Digital filed a 10-Q 21:36 · Filings · on the Tape
- Lam Research filed a 10-Q 20:07 · Filings · on the Tape
- Western Digital filed an 8-K: results 20:04 · Filings · on the Tape
- TSMC filed a 6-K 10:02 · Filings · on the Tape
- Dell Technologies filed an 8-K: officers or directors 00:37 · Filings · on the Tape
- Lam Research filed an 8-K: results 00:13 · Filings · on the Tape
- Texas Instruments filed an 8-K: results 00:04 · Filings · on the Tape
- Meta filed an 8-K: material agreement, results, other events 00:03 · Filings · on the Tape
- Meta filed a 10-Q 00:00 · Filings · on the Tape
Most read
- Spectral-Spatial Interpretation Daily Papers · score 99.9 · on the Tape
- StreamEval: Evaluating Interactive Streaming Video Generation Models Daily Papers · score 99.7 · on the Tape
- Right Screen, Wrong Transition: World Models as Verifiers for GUI Agents Daily Papers · score 97.5 · on the Tape
-
Wednesday 21 October 2026
Releases
No scheduled release.
Filings and rules
- Super Micro Computer filed an 8-K: results 00:44 · Filings · on the Tape
Most read
- Matrix-Game 4.0: Harnessing Video Models for Real-Time Playable Game Worlds Daily Papers · score 97.6 · on the Tape
- PAR: Progress-Aligned Recurrence for Length Generalization in State Tracking Daily Papers · score 96.7 · on the Tape
- Ropedia W0: Scaling Loco-Manipulation World Models across Embodiments with Human Experience Daily Papers · score 95.9 · on the Tape
-
Tuesday 20 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- DeepInfer: High-performance inference framework for DeepSeek models Hacker News · score 100 · on the Tape
- Scaling Parameter-Efficient Fine-Tuning for Brain Encoding Daily Papers · score 98.1 · on the Tape
- EgoXperience: Learning World-Grounded Egocentric Representations from Human Experience Daily Papers · score 97.5 · on the Tape
-
Monday 19 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- BizBench: Unveiling Hidden Challenges in Deploying Long-Horizon Agents for Real-World Business Daily Papers · score 99.6 · on the Tape
- Has GPT-6-Astra Achieved Embodied Intelligence? Daily Papers · score 99.5 · on the Tape
- Into the Unknown: Benchmarking AI agents on open scientific research problems Daily Papers · score 96.5 · on the Tape
-
Sunday 18 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- DeepSeek search and fetch – $0.75 per 1000 successful requests Hacker News · score 93.9 · on the Tape
- Hybrid Reasoning Agents: LLM agents that think in latent space, act through text Hacker News · score 92.3 · on the Tape
- If you don't run your own LLM proxy, how do you know whats going on? Hacker News · score 83.7 · on the Tape
-
Saturday 17 October 2026
Releases
No scheduled release.
Filings and rules
None that day.
Most read
- deepseek-ai/DeepSeek-V4.1-Flash-1017 New models · score 97.9 · on the Tape
- DeepSeek-v4.1-Flash-1017 Hacker News · score 97.9 · on the Tape
- DeepSeek: DeepSeek v4.1 Flash 1017 Hacker News · score 92.3 · on the Tape
-
Friday 16 October 2026
Releases
- Chip output and capacity Federal Reserve Board · time not given US chip output: newest on this site: 190.1 in Aug 2026 · Lowest since Jun 2026, Aug 2026US chip plants’ use of capacity: newest on this site: 73.9% in Aug 2026 · Lowest since May 2026, Aug 2026
Filings and rules
None that day.
Most read
- MJev-Spatial: System One Spatial Intelligence via Native Attention Matching Daily Papers · score 99.3 · on the Tape
- Claude reveals ECDSA curve origins Labs and press · score 98.5 · on the Tape
- Claude reveals ECDSA curve origins Hacker News · score 98.5 · on the Tape
-
Thursday 15 October 2026
Releases
- Producer prices of chips and servers US Bureau of Labor Statistics · 08:30 ET Producer prices: chips: newest on this site: 28.5 in Aug 2026 · A new low, Aug 2026Producer prices: servers: newest on this site: 99.8 in Aug 2026 · Unchanged since Oct 2025, Aug 2026
Filings and rules
None that day.
Most read
- Player-1: Learning to Play from Synthetic Experience Daily Papers · score 99.1 · on the Tape
- Any Time, Any Space: A World-State-Centric Framework for Agentic Video Generation Daily Papers · score 99.1 · on the Tape
- Beyond Domain-Routed Supervision: Cross-Teacher Guarding for Multi-Teacher On-Policy Distillation Daily Papers · score 91.8 · on the Tape
Words in these items: Entity List.
The Tape began on Thursday 15 October 2026. Releases before that day are on the Calendar.
First reported here
since Thu 8 Oct 2026 · 4 matched to a dated release, a median of 5 days after it · press: the first Tape item that names the release within 7 days| Reading | Value | First on this site | Release | After release | First press found |
|---|---|---|---|---|---|
| US construction at chip and electronics plantsAug 2026 | $52.3 bn a year | 20 Oct 2026, 06:57 UTCcommit 8d2e97d | Construction spending, Thu 1 Oct 2026 | 18 d 16 h | none on the Tape |
| US chip outputAug 2026 | 190.1 | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US chip plants’ use of capacityAug 2026 | 73.9% | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US hires rateAug 2026 | 3.3% | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US home power priceJul 2026 | 17.99¢ per kWh | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US imports of AI hardware, twelve monthsAug 2026 | $355.4 bn | 11 Oct 2026, 23:12 UTCcommit d195c77 | US imports, Tue 6 Oct 2026 | 5 d 10 h | none on the Tape |
| US imports of servers, twelve monthsAug 2026 | $241.3 bn | 11 Oct 2026, 23:12 UTCcommit d195c77 | US imports, Tue 6 Oct 2026 | 5 d 10 h | none on the Tape |
| US job openings rateAug 2026 | 4.3% | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US payroll jobsSep 2026 | 159.04 million | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| Producer prices: chipsAug 2026 | 28.5 | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| Producer prices: serversAug 2026 | 99.8 | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| US data-center constructionAug 2026 | $85.0 bn a year | 11 Oct 2026, 23:12 UTCcommit d195c77 | Construction spending, Thu 1 Oct 2026 | 10 d 9 h | none on the Tape |
| US unemployment rateSep 2026 | 4.2% | 11 Oct 2026, 23:12 UTCcommit d195c77 | no dated release names it | — | none on the Tape |
| PJM capacity price2028/29 | $325.00 per MW-day | 8 Oct 2026, 07:44 UTCcommit 63f2a69 | no dated release names it | — | none on the Tape |
The log keeps the minute this site first held each reading, and it never edits an entry. A revised value stays as first seen. The first entries come from the site’s own commit history; later ones from each refresh.
Words in these tables: new high, new low · home power price · capacity price.
- The z-scores are the chip cycle board’s: Federal Reserve, BLS and Census Bureau series via FRED, retrieved 19 Oct 2026, public domain; UN Comtrade, retrieved 19 Oct 2026.
- The filings, rules and items are the Tape’s, each linked to its source; SEC filings from EDGAR, public domain.
- The release dates are the Calendar’s, each in its publisher’s own words, retrieved 23 Oct 2026.
- The readings are the Grapher’s copies of each series; where a reading stands is from Records.