World Fab Watch

The report uses a bottom-up approach, tracking projects per cleanroom facility but uses also a top-down analysis by company, region, and industry segment.

The information of the fab reports is compiled from a variety of industry sources, including news articles, publicly available data, capital spending plans, earnings reports, SEC filings, corporate presentations, announced fab projects, ramp schedules, and technology roadmaps.

We make every effort to contact each company directly to update and verify information whenever possible. In addition, we rely on our established global network and a variety of other trusted industry sources to confirm data. We also incorporate various economic indicators into our forecast modeling, including GDP, industry revenue, macroeconomic conditions, and individual company strategies.

Additionally, we benchmark our data against the Worldwide Semiconductor Equipment and Materials (WWSEMS) report to refine historical data and adjust our forecast model accordingly. The WWSEMS report, published monthly, provides billing figures from a wide range of participating equipment suppliers.

When direct verification is not possible, or information is incomplete or delayed, we apply best-educated estimates within our fab forecast model. This model tracks each fab project in detail—monitoring quarterly construction and equipment spending, production capacities, technologies, wafer sizes, and product types. As new information becomes available, we promptly update the data to maintain accuracy and reliability.