Data contracts / ledger

Packaging & interposer

Point-in-time daily ledger of Packaging & interposer — every move dated and sourced.

Coverage window

2026-07-12 → 2026-08-27 (846 rows)

Computed from the backing series at page-render time — never typed by hand.

History honesty

History accrues in place from the ledger start (2026-06-06) — append-only, never backfilled; depth before the start cannot exist.

Cadence

Ledger snapshots daily at 08:00 UTC; movements appear only when a value actually moves. Empty window = nothing moved.

Revision policy

Append-only: a frozen day is never edited or deleted (database-enforced). Corrections are registered in data_corrections and served alongside; restatements surface via /api/v1/changes.

Sources (source)

Industry Expert Consensus (High Volume Pkg) (141) · OSAT Reports, Yole Développement (141) · TSMC Disclosures, Analyst Reports (141) · Intel Disclosures, Analyst Estimates (full pkg incl. substrate + assembly) (141) · TSMC/Intel Disclosures, Yole (full pkg incl. substrate + assembly) (141) · Epoch AI, SemiAnalysis, TSMC Disclosures (full pkg incl. substrate + assembly) (126) · Epoch AI, SemiAnalysis, Bernstein/TrendForce analyst estimates (full pkg incl. substrate + assembly; ~$750 H100-class) (15)

Known gaps

Known-gaps review pending — the coverage boundaries above are computed and current, but the curator’s qualitative gaps assessment has not been written yet. We state that rather than inventing one.

Access

Fully open

API: /api/v1/snapshot

Machine-readable

/api/v1/catalog/ledger-packaging_benchmark/contract