Tier	Ticker	Company	State	Revenue	Ccy	Rev YoY	Rev QoQ	Inventory	Inv Days	Inv $ QoQ	Gross Margin	GM QoQ	CapEx	CapEx %	Filing

▶ Fiscal Calendar Reference

FQ-to-CQ mapping for all 18 companies

Cells marked * straddle two calendar quarters by up to one month. Assigned by period end date per industry convention.

Tier	Ticker	Company	FYE	CQ1Jan-Mar	CQ2Apr-Jun	CQ3Jul-Sep	CQ4Oct-Dec

Quarterly Supply Chain Brief

Key metrics and signals from the latest filing cycle

Tier MomentumAggregated direction by supply chain layer

Signal DivergencesConflicting metrics that warrant attention

Company StandoutsLargest single-metric moves vs tier average

Demand ContextHyperscaler capital expenditure as end-demand signal

AI Compute Demand ESTIMATE DATA

Chip deployment, vendor share, and cross-chain demand signals

Cumulative AI Compute (H100-eq)

Net-New Compute This Quarter

Effective Cost / H100-eq

Pricing power & geopolitical premiums

Vendor Breakdown

Blue = current generation (shipped in latest quarter) Gray = legacy

Cross-Reference: Physical Shipments vs GAAP Revenue

Data: Epoch AI, CC-BY License. Industry estimates, not audited financials.

▶ Global Supply Chain Footprint

Where critical semiconductor capacity is concentrated

United States

Design + EDA + Equipment HQ

Home to every major fabless designer, both EDA vendors, and key equipment companies. Designs flow from here to Asian foundries. US controls architecture; Asia controls manufacturing.

13 of 17 tracked companies HQ'd here

SNPS CDNS NVDA AVGO QCOM AMD MRVL ON INTC MU AMAT LRCX

United Kingdom

IP Architecture

ARM licenses the instruction set powering virtually every smartphone and a growing share of data center chips. A design chokepoint, not a manufacturing one.

ARM

Netherlands

EUV Lithography Monopoly

ASML is the sole manufacturer of EUV lithography systems. No EUV, no leading-edge chips. Every advanced node depends on machines built in Veldhoven.

100% EUV market share

ASML

Taiwan

Advanced Node Foundry

TSMC fabricates over 90% of the world's most advanced chips (sub-7nm). Single largest geographic concentration risk in the entire semiconductor supply chain.

>90% advanced logic production

TSM

Monthly trade data available🌐

South Korea

Memory + Foundry

Samsung and SK Hynix control roughly 70% of global DRAM and dominate HBM production for AI training. Samsung also runs the second-largest foundry. Memory pricing cycles start here.

~70% global DRAM share

005930 000660

Monthly trade data available🌐

How to Read SemiFlow

SemiFlow shows how supply-demand pressure moves through the semiconductor supply chain.
Colors describe supply conditions, not market signals. They do not indicate buy or sell decisions.
Statuses reflect capacity constraints, inventory levels, and forward demand as disclosed in company filings and industry data.
Supply states reflect directional conditions, not precise capacity utilization.
The signal is not any single company, but how conditions propagate across the stack.

How to Read SemiFlow

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