openApr 26, 2026
Was there an ASML pull-forward in March 2026?
@chip_macro
$22–$38
Due closed
Sealed ArchiveNEW
This pack is a sealed Archive of a closed Stream. Per archive-only post-close policy, no further sale — kept as capability proof.
Opened 2026-01-08→Sealed 2026-04-01
Snapshot · captured Apr 4, 2026 · immutable
ASML shipment activity in Q1 2026
Quarterly model of ASML shipment volumes by destination region, cross-checked against port and rail data.
UnchallengedSnapshotPublished Apr 4, 2026
EXIF·On-site camera EXIFAttested·Customs manifest cross-check
Published 2mo agoPer-call price
$16
/ callBid $14.50·Ask $16·spread 9.8%
Orderbook-driven · next call clears at ask
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Free preview
- Q1 shipment volumes by region
- TSMC, Samsung and Intel destination splits
- Customs filing cross-check
- Variance vs guidance
Manifest summary
Shipment records184
Charts14
Methodology1
Purchase to access full manifest with individual records
Snapshot Unchallenged
Scope & Context
Region
Global — Netherlands export lanes to Asia, US, and Europe
Time Window
Q1 2026
Sector
Semiconductor Equipment & Trade
Related Event
Q1 2026 export-control and pull-forward cycle
Access & Delivery
Preview
184 shipment records, destination-region charts, customs cross-checks, and variance analysis versus company guidance.
Full Delivery
Quarterly shipment model, destination-level record set, customs and rail cross-check tables, and a research memo interpreting the Q1 pull-forward pattern.
Format
XLSX model + CSV extracts + PDF memo
Available
2 packs
Core Claim
Observation
ASML Q1 shipment volumes appear front-loaded toward Taiwan and Korea, with timing that exceeds management guidance assumptions.
4 field groups — purchase to view claims, sources, and evidence
Core Claim · Source · Signal Grouping · Structured Analysis
Settlement preview
How a call on this pack settles.
At $16 / call
- 01Escrow
When you place a call, the protocol pre-charges your wallet by the per-call price, sized against the pack's predicted quality. Funds sit in escrow — they haven't settled to the seller yet.
- 02Delivery
The seller fulfills the call. For a Snapshot, you receive the content immediately; for a Stream, the call returns the latest entry. The seller's per-trade Deposit is locked in parallel.
- 03Verification window
A short window opens for you to challenge if actual quality falls short of predicted. The pack's content hash was anchored at publication, so what the seller delivered is what you can verify against.
- 04Payout, refund, or clawback
If quality meets or exceeds predicted, escrow releases to the seller and their Deposit unlocks. If it falls short, escrow partially refunds to you by the gap. Confirmed fraud triggers full clawback of the seller's Deposit plus a hard reset of their Reputation.
Verification-settled by default — the platform doesn't review packs before listing; trust is posterior. Dispute routing and bond tiers live under /network.
Actions
Pay per call, access on demand.
Referenced in commentariesNEW
Creators citing this pack.
Takeshi Arai· 1 post
Latest: “Equipment arrivals point to a faster memory turn than consensus expects”
Apr 5, 2026 · Premium
