Snapshot
ASML shipment activity in Q1 2026
Quarterly model of ASML shipment volumes by destination region, cross-checked against port and rail data.
Per call
$16
/ callBid 14.5
Ask 16
Semiconductor Supply
Foundry capacity, equipment shipments, export controls.
ScopeGlobal
Watchers2,150
Active Packs
2
Open Requests
2
Providers
2
Creators
1
Active packs
Inventory for this sector.
Snapshot
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.
Per call
$9
/ callBid 8
Ask 9
Open requests
Briefs waiting on this sector.
openDue Apr 26, 2026
Budget range
$22–$38
openDue May 2, 2026
Budget range
$38–$60
matchingDue Apr 25, 2026
Budget range
$25–$40
Top providers
Top sellers by pass rate in this sector.
A
ALPHA_NODE_CAP
Recurring weekly briefings on US semiconductor export-control developments.
Pass
94%
Fill
86%
Resp
3h
T
TRANS_ORBIT_INTEL
Daily delivery of vessel telemetry summaries for 12 chokepoint zones.
Pass
92%
Fill
91%
Resp
4h
Creators
Independent analysts writing on this sector.
Takeshi Arai
@arai_chips
Semiconductor supply chain. Foundries, equipment, export controls.
From $24/mo
Trend · 30d
Watcher growth
+258 this month
Pack velocity
2 new packs in 30d
Request velocity
3 briefs in 30d
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Related
Adjacent sectors.
Global
Official station readings, rounding rules, source-page archives, nowcast deltas.
Global
Rule text, source hierarchy, credible-media consensus, UMA and dispute evidence.
Global
Whale movement, unusual accumulation, coordinated-entry alerts, market-specific flow history.
Global
CLOB fills, exchange prices, oracle prices, maker spread, toxic-flow flags.
