Foundry & Packaging Allocation

Name: Foundry & Packaging Allocation
Creator: Silicon Analysts

Lead time, percent-locked, CoWoS capacity, and utilization signals by node — weekly observations stacking into a time series.

Coverage window: 2024-01-01 → 2027-01-01 (583 rows; includes forward projections)
Computed from the backing series at page-render time — never typed by hand.
History honesty: Observations recorded as published; no archive backfill flag on this series.
Cadence: Weekly — capacity/allocation refresh runs Mondays 11:00 UTC; weekly observations stack as a time series.
Revision policy: Underlying observations are immutable; the tool view recomputes from them. Corrections are registered in data_corrections.
Sources (source_type): analyst (327) · trade_press (207) · earnings (47) · press_release (2)
Known gaps: Nine metric families, from customer allocation to CoWoS capacity and utilization, collected since May 2024. Allocation and share-locked figures are numbers no company discloses — 59% of published signals derive from analyst estimates; treat direction and change as the reliable signal and absolute levels as approximate. Signals publish only after review; candidates that fail stay in a pending queue. The /api/v1/allocation endpoint serves the three headline metrics; this contract covers the full set behind the tool.
Authored 2026-08-16; next review 2026-11-15.
Access: Free API key
API: /api/v1/allocation · MCP: get_foundry_allocation
Machine-readable: /api/v1/catalog/tool-allocation/contract