Daily material-information filings by TSMC/UMC/ASE/etc. for capex approvals, land purchases, JV announcements
This is a catalogued data feed with a research idea attached, not a validated edge. Being listed here means it has a specific source and a one-sentence causal mechanism mapped to what it should move — it doesn’t mean it has cleared the five-stage validation gate (point-in-time hygiene, out-of-sample holdout, multiple-testing correction, and the portfolio-layer backstop). As of today, every score on this site is prior-only; zero signals in the catalog have been promoted to “measured” status. See the methodology page for the full validation process and current counts.
Browse the rest of Tech & Semis — Chip lead-times, capex, and product-cycle signals ahead of semiconductor and hardware earnings.