THE FACT LIBRARY
InsiderEvery fact, every receipt
Every number we publish, with the body that produced it and the date it was true. Search it by word, topic, source tier and the month a fact was added. How we source these.
378 facts
Search and filters open with Insider
- Primarystraight from the source
- Reportedvia a named outlet
- Estimatea named analyst's projection
The newest in Supply chain
EstimateSupply chain140,000 wafers a monthEvery AI accelerator queues for CoWoS, TSMC's advanced chip-packaging step, before it can ship. TrendForce estimates TSMC's monthly CoWoS capacity will hit a record in 2026, reaching as much asTrendForceJune 2026- PrimarySupply chainChina 2.7x as exposed as the USChina is 2.7 times as exposed to a semiconductor supply-chain shock as the United States, Epoch AI estimates — every $1,000 of Chinese final demand generates $15.20 in chipmaker revenue, versus $5.70 for the same US spendingEpoch AIOct 2026
- ReportedSupply chain$380 million to double AI data-center HDD capacityToshiba is investing ¥60 billion ($380 million) to expand its Philippines HDD plant, aiming to double AI data-center hard-drive production capacity by fiscal 2027TrendForce (via Nikkei)October 2026
- EstimateSupply chain650 million VCSEL units by 2031AI data centers are pushing optical interconnects toward near-packaged optics, and TrendForce projects that rising demand for short-reach optical transceivers will lift global VCSEL sales from 2025 through 2031 at a compound annual growth rate of 38%, reachingTrendForce2025-2031 forecast
- EstimateSupply chain10% to 15%AI inference and large-scale data-centre deployments are keeping NAND flash demand elevated even as consumer buyers balk at record-high prices. TrendForce's July 2026 outlook forecast NAND flash contract prices rising quarter-over-quarter in the third quarter of 2026 byTrendForceQ3 2026 forecast, Jul 2026
- EstimateSupply chain31% AI server shipment growthTrendForce has raised its 2026 AI server shipment growth forecast to nearly 31% year-over-year, up from an earlier 28% estimate, as combined capex from the nine largest cloud service providers is projected to exceed $886.7 billionTrendForceAug 2026
- EstimateSupply chain8-inch foundry utilization climbed to 88% in 2026, up from 75-80% a year earlier, per TrendForceAI-driven demand for power ICs and analog chips is soaking up capacity at older 8-inch wafer fabs, not just leading-edge nodes. TrendForce says average global 8-inch utilization has climbed toTrendForcePublished 30 Jun 2026, for 2026
- PrimarySupply chain15-20% quarter-over-quarter, with enterprise SSD prices rising even faster on AI inference demandMemory suppliers are reallocating capacity toward AI servers and away from consumer products, TrendForce says, and it shows up in next quarter's prices. For the fourth quarter of 2026, the research firm forecasts NAND Flash contract prices to riseTrendForceQ4 2026 forecast, published 30 Sep 2026
The whole library is an Insider feature
Every fact we have published — 378 so far — searchable by word, topic, source tier and month, each opening to its full receipt. Today's facts on the homepage, and every fact's own page, stay free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →