dfin.pro Articles

Live Dashboard: How much of chip-equipment revenue comes from China?

A filing-sourced view of China's share of revenue at US, European and Japanese chip-equipment makers from fiscal 2021 to 2026, and what it says about their position as Chinese suppliers gain share at home.

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Live Dashboard: When will memory supply-demand be back in balance?

A running overview of comments from earnings calls: how Samsung Electronics, SK hynix and Micron have described the length of the memory shortage on every call since October 2024.

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Live Dashboard: Uncommenced lease commitments at six AI infrastructure builders

An interactive, filing-sourced quarterly view of uncommenced data-center lease commitments across six AI infrastructure builders.

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