Tech & Semiconductors

The semi cycle is the leading edge of the global tech economy. We track the major fabs (Intel, TSMC, Samsung, ASML, Applied Materials, Lam Research, Micron), big tech (NVDA, MSFT, GOOGL, META, AAPL, AVGO), and the SMH semi ETF — but the real signal is EPA hazardous-waste data per semi ticker, which tracks actual wafer-fab output 4-8 weeks ahead of company reports.

No indicators currently match this sector's membership rules. This usually means a pipeline run is needed — check scripts/export_static_data.py.