Snapshot$9 / call
TSMC Hsinchu equipment arrivals in March 2026
Time-stamped vehicle and crate arrivals at TSMC Fab 18 over 31 days, with vendor inference where signage is visible.
TRANS_ORBIT_INTELverified
April channel checks for Nvidia DGX allocation
Channel checks on Nvidia DGX reseller allocation and pull-in behavior through April 20. Need 8+ named resellers.
matching● Public board@chip_alphaUS, EMEA resellers$25–$40Due Apr 25, 2026 · closedStandard evidence expected
Brief body
What the buyer needs.
Channel checks on Nvidia DGX reseller allocation and pull-in behavior through April 20. Need 8+ named resellers.
Reseller interviewsAllocation records
Geography
US, EMEA resellers
Verification
Standard evidence expectedMatching packs
Inventory that could fit this brief.
Snapshot$16 / call
ASML shipment activity in Q1 2026
Quarterly model of ASML shipment volumes by destination region, cross-checked against port and rail data.
TRANS_ORBIT_INTELverified
Suggested providers
Sellers covering this sector.
verified · both
ALPHA_NODE_CAP
Recurring weekly briefings on US semiconductor export-control developments.
94% pass86% fill3h response
core · capability
TRANS_ORBIT_INTEL
Daily delivery of vessel telemetry summaries for 12 chokepoint zones.
92% pass91% fill4h response
Related briefs
Other briefs on this sector.
openApr 26, 2026
Was there an ASML pull-forward in March 2026?
@chip_macro
$22–$38
Due closed
openMay 2, 2026
Taiwan semiconductor customs filings through Q2
@semi_alpha
$38–$60
Due closed
