The AI revenue ladder has missing rungs
A worked Microsoft example separates investment, lease recognition, cloud revenue and the missing evidence of asset utilization.
Semiconductors
Production, revenue and the limits of what a shipment tells us.
Research
Before the percentage, find the denominator
A total becomes informative when the population, stage and time window are explicit.
A chip sale is not yet working capacity
TSMC’s latest results show a growing supplier business. Following the same chips into a working system requires a different set of records.
Research briefs
From announced capacity to working infrastructure
An evidence protocol for following AI projects across chips, power and capital.
From the Knowledge library
Mapping the semiconductor value chain
A map of production segments, actors and dependencies. Useful for locating which stage a supply-chain claim describes.
View original2025 State of the U.S. Semiconductor Industry
Industry association assessment of manufacturing, research, workforce and policy conditions in the United States.
View originalMaterial Needs and Measurement Challenges for Advanced Semiconductor Packaging: Understanding the Soft Side of Science
Examines materials and measurement needs in advanced semiconductor packaging, drawing on a 2024 technical workshop.
View originalSemiconductors and Microelectronics Standards Working Group Annual Report for 2024
NIST IR 8577 records standards work concerning semiconductors and microelectronics. Published in 2025; reporting period 2024.
View originalSemiconductor value chains — Economic Security in a Changing World
Examines semiconductor dependencies within the wider question of economic security.
View originalAdvanced packaging: July 2024 funding notice
The original notice of intent concerning advanced-packaging research and development. Read as a dated programme announcement.
View original2024 State of the U.S. Semiconductor Industry
Industry association perspective on manufacturing, research, workforce and policy. Projections reflect the report’s 2024 information set.
View original