Semiconductor market intelligence
Global chip fabrication capacity, equipment supply chains, and strategic reshoring programs.
Semiconductors are the foundation of virtually every critical infrastructure sector Delphidata covers — from AI compute driving data center expansion to power electronics enabling renewable energy, from defense systems requiring trusted chip supply to automotive platforms transitioning to EV and autonomous architectures. The strategic importance has elevated chip fabrication to a matter of national security.
The result is a global wave of fab construction unlike anything the industry has seen. Leading-edge logic fabs, mature-node capacity expansions, advanced packaging facilities, and compound semiconductor plants are being built simultaneously. Equipment lead times are extended. Specialized materials face supply constraints. The workforce pipeline cannot keep pace.
Delphidata tracks semiconductor fabrication projects from site selection through construction to tool install and production ramp. Our knowledge graph connects fab projects to their equipment suppliers, materials providers, construction contractors, and the government subsidy programs funding them.
What Delphidata tracks.
Structured data across the full value chain.
Fab construction and expansion
Leading-edge logic (sub-5nm), mature nodes, memory (DRAM, NAND), analog, power semiconductors, and compound semiconductors (SiC, GaN). Mapped with process technology, wafer capacity, investment value, timeline, and subsidy allocation.
Advanced packaging
Chiplet integration, 2.5D/3D packaging, wafer-level packaging, and heterogeneous integration sites. Connected to the foundries and IDMs they serve.
Equipment supply chain
Lithography systems (EUV, DUV), deposition tools, etch, CMP, metrology, and inspection equipment. Mapped with manufacturer, tool type, order backlog, and delivery timeline.
Materials and chemicals
Silicon wafers, photoresists, process gases, CMP slurries, and specialty chemicals. Supply chain mapping identifies concentration risks and alternative sources.
Government programs
US CHIPS Act awards, EU Chips Act funding, national semiconductor strategies, and export control regimes affecting equipment and technology transfer.
Who uses this intelligence.
Equipment and materials companies
Forecast demand by tracking fab construction timelines and tool install schedules globally. Identify which fabs are reaching procurement milestones.
Chipmakers and foundries
Benchmark capacity expansion plans against competitors, track customer demand signals, and monitor supply chain developments affecting costs and timelines.
Investors
Screen semiconductor investments using structured data on fab project progress, subsidy commitments, and equipment delivery timelines — moving beyond earnings calls to asset-level visibility.
Government and policy teams
Track how semiconductor subsidy programs translate into manufacturing capacity, compare program effectiveness across jurisdictions, and monitor supply chain dependencies.