Data contracts / tool
Foundry IR Economics
Quarterly per-node wafer ASP and utilization for 6 foundries, derived from public investor-relations disclosures.
- Coverage window
- 2022FY → 2026Q2 (84 rows)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 — foundry IR economics refresh runs Mondays 14:30 UTC; quarterly estimates re-derive as new public IR facts land (bulk movement in earnings weeks).
- Revision policy
- Underlying observations are immutable; the tool view recomputes from them. Corrections are registered in data_corrections.
- Known gaps
- Per-node ASPs and utilization are derived estimates, not disclosures: each row is computed from IR filings (revenue share by node × wafer shipments) with the method version and derivation recorded on the row. TSMC accounts for 65 of 83 published rows because it is the only foundry that discloses node-level revenue splits; Samsung Foundry and Intel Foundry publish no node-level revenue, so the same derivation cannot exist for them — we state that rather than substituting third-party guesses. UMC and GlobalFoundries appear where their disclosures allow. SMIC is covered at foundry level only (13 rows, 2023FY–2026Q2: blended ASP plus SMIC’s stated utilization, method rev-blend-v1): its HK-listed filings discontinued node-level revenue splits after 2021 — current quarterly results break wafer revenue out by wafer size (8"/12"), not node — so no per-node SMIC row is derivable from filings, and SMIC’s 8-inch-equivalent shipment disclosures are normalized at the 2.25 conversion SMIC itself states, with the basis recorded in each row’s derivation. Aggregate-band quotes are deliberately excluded from node-level consensus.Authored 2026-08-16; next review 2026-11-15.
- Access
- Free API keyAPI:
/api/v1/foundry/economics· MCP:get_foundry_economics - Machine-readable
/api/v1/catalog/tool-foundry-economics/contract