SemiAnalysis uses OSINT tool ChipBook to predict semiconductor market shifts

COVERAGE [10]

1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   This is why we built ChipBook: our internal OSINT machine for the semiconductor supply chain. Trade flows, inventory, production — tracked continuously, from WF

   This is why we built ChipBook: our internal OSINT machine for the semiconductor supply chain. Trade flows, inventory, production — tracked continuously, from WFE to PCBs, so the signal shows up before the change in narrative does. (10/10) https://t.co/geycIFHBmg

2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   OSINT never gives you the full picture — it gives you the puzzle pieces. It won't tell you the date of the strike or the exact quarter the cycle turns.

   OSINT never gives you the full picture — it gives you the puzzle pieces. It won't tell you the date of the strike or the exact quarter the cycle turns. But it generates signals — early, verifiable, and yes, at times a little rough — that give you an intelligent edge over https:/…

3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   Here we are 12 months later, and everyone caught up.

   Here we are 12 months later, and everyone caught up. The signals were public months before the move. Trade data and inventory levels don't require a terminal or human asset on the ground — they require attention. (8/10) https://t.co/apcv5XuW2k

4. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   🟠 Signal #2: memory IC exports from the non-HBM countries — Taiwan and China — started rising fast.

   🟠 Signal #2: memory IC exports from the non-HBM countries — Taiwan and China — started rising fast. HBM drove Korean memory exports through 2023–2024, while China and Taiwan were merely recovering from the post-COVID glut. But in H2 2025, their exports began rising materially — …

5. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   🟠 Signal #1: Taiwanese mainstream DRAM inventory — bloated for years — recorded its first sequential decline after peak levels.

   🟠 Signal #1: Taiwanese mainstream DRAM inventory — bloated for years — recorded its first sequential decline after peak levels. When commodity DRAM inventory turns after a multi-year build, something structural might be changing downstream. (6/10) https://t.co/38UYmkNdSQ

6. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   A year ago, memory was the most uninteresting layer of the AI supply chain.

   A year ago, memory was the most uninteresting layer of the AI supply chain. All attention was on accelerators, DC construction, and power. Non-HBM DRAM, NAND, SSDs etc.  were a sleepy, cyclical commodities nobody wanted to touch. We decided to be careful observers, and tried to…

7. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   None of this data was secret. Flight trackers, port logs, satellite imagery — all open source and freely shared on X.

   None of this data was secret. Flight trackers, port logs, satellite imagery — all open source and freely shared on X. So even though it was hard to determine on which day Trump would pull the trigger, it was pretty easy to establish that there aren’t many reasons to bring https:…

8. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   Additionally, here one could see how U.S. F-22 Raptor stealth fighters were amassing at the Israeli Uvda Air Base, with Patriot missile components being set up

   Additionally, here one could see how U.S. F-22 Raptor stealth fighters were amassing at the Israeli Uvda Air Base, with Patriot missile components being set up on site, and new tarmacs being constructed. (3/10) https://t.co/lkhBPpKQUl

9. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

   Before the first strike ever came down on Tehran, OSINT accounts right here on this platform were tracking the military buildup in the Middle East in near real

   Before the first strike ever came down on Tehran, OSINT accounts right here on this platform were tracking the military buildup in the Middle East in near real time. Here for example one could see how leading up to the 28th, 333 (at a minimum) C-5 and C-17 transport aircraft

10. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-07-13 21:00

    On Feb 28th 2026, the United States launched Operation “Epic Fury” against Iran.

    On Feb 28th 2026, the United States launched Operation “Epic Fury” against Iran. Markets and media were caught off guard, but careful and diligent observers were hardly surprised. The signals sat in plain sight for weeks, you just had to know where to look. A thread on OSINT …