Revised primer
Fabless capital efficiency, reconsidered.
The fabless model remains powerful. Its relationship with capacity is evolving through commitments, prepayments, inventory, guarantees, and strategic partnerships.
Read the primerResearch
Research designed to be tested, refined, and built upon.
Long-form work connects manufacturing ambition to dated data and the physical systems that make semiconductor progress possible.
Research paths
Follow the work from ideas to systems.
Inspect commitments, CapEx, PP&E, inventory, definitions, and downloads.
Open Data →See normalized snapshots and focused company research.
Browse Companies →Map the qualified layers that make a complete system possible.
Map Bottlenecks →Explore source grade, date, publisher, URL, and context.
Open Sources →