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Comidra is a data site that organizes key commodity market data—such as natural gas and WTI crude oil—so you can grasp it at a glance. It presents multiple indicators in intuitive charts to help you quickly understand complex market moves and use them to support decision-making.
semiconductor Investment Chart Overview
Explore gráficos do mercado de semicondutores, indicadores do setor e dados importantes no COMIDRA. Compare as alterações em vários períodos de tempo.
COMIDRA Semicondutor Índice
Avaliado (UTC): — · Data do preço: —
Histórico reconstruído com os últimos dados publicados; não é um registro em tempo real do passado.
- Esta pontuação de 0 a 100 compara os dados selecionados com seu próprio histórico. Valores altos indicam maior pressão de alta. A composição varia; alguns índices usam apenas estoques.
- A cobertura é a parcela disponível dos pesos definidos, não a precisão da previsão. Abaixo de 60%, o valor atual não é exibido. O preço serve apenas para comparação.
- O histórico é recalculado com os últimos dados publicados, não apenas com a informação conhecida em cada data passada. É um indicador descritivo, não uma previsão de preços validada ou garantida.
Global Semiconductor Sales
Global Semiconductor Sales. Monthly sales are SIA/WSTS global semiconductor billings reported as a three-month moving average; they measure revenue, not chip units. MoM compares the prior month and YoY the same month a year earlier. This is not book-to-bill, which compares new orders with billed shipments and is not plotted here. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Monthly sales
Sales growth
- SIA e WSTS (Associação da Indústria de Semicondutores e Estatísticas Mundiais do Comércio de Semicondutores) é a organização industrial ou sistema estatístico que publica os dados do setor usados aqui.
- Monthly sales are SIA/WSTS global semiconductor billings reported as a three-month moving average; they measure revenue, not chip units.
- MoM compares the prior month and YoY the same month a year earlier. This is not book-to-bill, which compares new orders with billed shipments and is not plotted here.
TSMC Monthly Revenue
TSMC Monthly Revenue. A foundry manufactures chips designed by customers; this series is TSMC's total monthly company revenue in millions of NTD, not a wafer price. MoM and YoY show short- and longer-term revenue momentum, but exchange rates, product mix and seasonality can also move the growth rates. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Monthly revenue
Revenue growth
- A foundry manufactures chips designed by customers; this series is TSMC's total monthly company revenue in millions of NTD, not a wafer price.
- MoM and YoY show short- and longer-term revenue momentum, but exchange rates, product mix and seasonality can also move the growth rates.
U.S. Semiconductor Production, Capacity and Utilization
U.S. Semiconductor Production, Capacity and Utilization. Production and capacity are Federal Reserve indexes rather than physical wafer counts; utilization is the percentage of available capacity being used. Production rising faster than capacity usually lifts utilization, which can suggest tighter factories but does not by itself predict prices or profits. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Production and capacity
Capacity utilization
- FRED (dados econômicos do Federal Reserve) é a fonte estatística oficial ou banco de dados mencionado neste gráfico.
- Production and capacity are Federal Reserve indexes rather than physical wafer counts; utilization is the percentage of available capacity being used.
- Production rising faster than capacity usually lifts utilization, which can suggest tighter factories but does not by itself predict prices or profits.
Taiwan Electronic Components: Production, Sales and Inventory
Taiwan Electronic Components: Production, Sales and Inventory. Production and sales are monthly activity values, while inventory is the value of goods still held; all three are reported in millions of NTD. Inventory rising faster than sales can suggest slower sell-through, but nominal values also change with prices and product mix. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Production, sales and inventory
- Production and sales are monthly activity values, while inventory is the value of goods still held; all three are reported in millions of NTD.
- Inventory rising faster than sales can suggest slower sell-through, but nominal values also change with prices and product mix.
Semiconductor Market Indexes
Semiconductor Market Indexes. Rebasing every series to 100 means 120 represents a 20% gain from the selected start; the chart does not show the original index or ETF price levels. The comparison mixes a semiconductor index, broad-market indexes and ETFs, so relative performance is useful but it is not a direct measure of chip demand. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Industry and broad-market indexes
Semiconductor ETFs
- Rebasing every series to 100 means 120 represents a 20% gain from the selected start; the chart does not show the original index or ETF price levels.
- The comparison mixes a semiconductor index, broad-market indexes and ETFs, so relative performance is useful but it is not a direct measure of chip demand.
Major Semiconductor Company Prices
Major Semiconductor Company Prices. Adjusted close accounts for corporate actions such as splits and dividends; rebasing it to 100 compares each stock's return from the selected start. These returns also reflect currencies, company-specific news and equity-market risk, so they should not be read as semiconductor prices or production. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Memory and Asian leaders
AI and semiconductor supply chain
- Adjusted close accounts for corporate actions such as splits and dividends; rebasing it to 100 compares each stock's return from the selected start.
- These returns also reflect currencies, company-specific news and equity-market risk, so they should not be read as semiconductor prices or production.
Memory Spot Prices
Memory Spot Prices. A spot price is a quote for near-immediate trading of a specified DRAM or NAND product; it is not a long-term contract price or a producer's average selling price. DRAM and NAND specifications differ, so compare each line with its own history rather than treating their dollar levels as like-for-like. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
DRAM spot price
NAND Flash wafer spot price
- A spot price is a quote for near-immediate trading of a specified DRAM or NAND product; it is not a long-term contract price or a producer's average selling price.
- DRAM and NAND specifications differ, so compare each line with its own history rather than treating their dollar levels as like-for-like.
AI Data-Center Capital Expenditure
AI Data-Center Capital Expenditure. CAPEX is cash spent on long-lived assets such as data centers and equipment; it does not include every operating or AI-related expense. NVIDIA data-center revenue is a supplier's sales measure, while hyperscaler CAPEX is customer investment; different fiscal calendars and scopes prevent a one-to-one comparison. Wheel/Pinch=Zoom · Drag=Box zoom · Alt+Drag/Arrows=Pan · Double-click=Reset
Hyperscaler quarterly CAPEX
NVIDIA data-center revenue
- CAPEX is cash spent on long-lived assets such as data centers and equipment; it does not include every operating or AI-related expense.
- NVIDIA data-center revenue is a supplier's sales measure, while hyperscaler CAPEX is customer investment; different fiscal calendars and scopes prevent a one-to-one comparison.
This data is provided for general informational purposes only and may not be entirely accurate. All investment decisions are solely the responsibility of the investor, and we assume no liability for any losses arising from the use of this data. Please consult a qualified professional if necessary.
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