01Global trade
See what’s moving.
Follow imports and exports across semiconductors, equipment, materials and components. Compare products, markets and historical cycles to identify changes beneath the headline numbers.
Data. Research. Intelligence.
Supply-chain intelligence
for the AI era.
Follow the movement of goods, capital and technology across the global AI supply chain.
Skylab connects trade data, company disclosures and frontier research to help you understand where demand is building, capacity is changing and the next constraints may emerge.
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Across borders. Across the chain.
ChinaSouth KoreaJapanTaiwanUnited States
Illustrative routes · Selected coverage
Across the markets
that matter.
Trade coverage spanning South Korea, Taiwan, Japan, China and more. Alongside company investment and AI infrastructure coverage in the United States.
- Exports & imports
- Equipment purchase filings
- Capital expenditure disclosures
- Company revenue
02Company performance
Follow the operating signals.
Track reported revenue and company disclosures across the supply chain. Identify where growth is accelerating, where it is uneven and how suppliers are participating in the wider cycle.
03Capital investment
See where capacity is taking shape.
Follow equipment purchases and capital expenditure plans to understand where manufacturers are investing, which suppliers are involved and when new capacity is expected.
04Destinations & demand
Understand where the flows lead.
Examine where goods are shipped, how trade routes are changing and where activity is concentrating. Compare movements across markets to build a clearer picture of demand.
05Supply-chain relationships
Connect the layers.
Explore the links between materials, fabrication equipment, chipmakers, packaging and test providers, and the systems that use their products. Investigate how a change in one part of the chain could affect the businesses around it.
One supply chain.
Connected perspectives.
Follow the relationships behind the numbers.
MaterialsFabrication equipment
ChipmakersPackaging & testSystems & infrastructureFrontier labs & physical AITechnology requirements, investment and capacity connect the layers.
The research frontier
From the fab
to the frontier.
The next shift in hardware demand begins with how AI is built.
Our research examines model architectures, the evolution of datasets and training methods, and the changing requirements of training and inference. We connect those developments with their implications for compute, memory, storage, networking and physical infrastructure.
From longer context and multimodal systems to world models and robotics, we follow how progress at frontier labs translates into demand across the physical supply chain.
Model architecturesDatasets & trainingInferenceWorld models & robotics
A clearer view
of what comes next.
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