{"schema_version":1,"as_of":"2026-10-09","generated_at":"2026-10-09T11:37:12+00:00","quarters":["2025Q3","2025Q4","2026Q1","2026Q2","2026Q3"],"lenses":{"lead":{"label":"Lead times","unit":"months (when a number is quoted)","blurb":"How long buyers say they wait for this part, in the words of companies on their earnings calls; the darker the part, the longer the wait (sold out, or two years and up, is darkest).","source":"Earnings-call quotes, each checked word for word against the transcript","as_of":"2026-09-30","coverage":{"n_parts":46,"of":55},"scale":{"levels":{"0":"No wait quoted","1":"Short or easing: under 6 months, or described only in words","2":"6 to 12 months","3":"A year or more, or sold out with no horizon stated","4":"Two years or more, or sold out for years / through 2028 and later"},"rule":"Longest wait or end-year named in the headline: 24+ months or sold out to 2028+ = 4; 12+ months or sold out with no horizon = 3; 6-12 months = 2; under 6 months or words only (easing, getting longer, tight) = 1. Only quotes said by the company's own people count (an analyst's question never does) and only calls from the last 270 days; a part with no such quote is left empty."},"per_part":{"gpu":{"value":12.0,"display":"Supply-constrained; one small GPU cloud was quoted 36–52 weeks","level":3,"n_makers":8,"sources":[{"ticker":"NVDA","name":"NVIDIA","date":"2026-08-26","quote":"We expect to grow revenue by approximately 70% in fiscal 2028. This is a supply-constrained outlook.","role":"makes"},{"ticker":"AGPU","name":"Axe Compute","date":"2026-05-18","quote":"If you want GPUs, they tell you to get in line, 36 to 52-week wait list","role":"buys"}],"history":[],"extra":{"months_max":12.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"memory":{"value":24.0,"display":"HBM is sold out; Micron talks allocation out to 2028","level":4,"n_makers":1,"sources":[{"ticker":"SSNLF","name":"Samsung Electronics","date":"2026-04-29","quote":"The differentiated performance of our HBM4 led to concentration of demand and our production-ready capacity is fully booked and sold out.","role":"makes"},{"ticker":"MU","name":"Micron Technology","date":"2026-09-30","quote":"we have more than 75% of our shipments committed for the year that shows a strengthening demand and allows us to shift our conversations on allocation with our customers out to 2028.","role":"makes"}],"history":[],"extra":{"months_max":24.0,"basis":"sold out / booked to 2028","n_quotes":2,"dropped_quotes":0}},"die":{"value":12.0,"display":"About a year at the leading edge","level":3,"n_makers":16,"sources":[{"ticker":"DELL","name":"Dell Technologies","date":"2026-05-28","quote":"Leading-edge node stuff is full, it's fully allocated. 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I think you've heard other peers in the industry talk or some of the players -- the ecosystem peers talk about being sold out over multiple years. I think that's probably a pretty good indication of where we see the Optical side.","role":"makes"},{"ticker":"LITE","name":"Lumentum","date":"2026-08-11","quote":"Pump laser shipments surged more than 80% year-over-year, and we will remain effectively sold out for the foreseeable future despite our rapid capacity expansion.","role":"makes"},{"ticker":"MXL","name":"MaxLinear","date":"2026-01-29","quote":"particularly in the optical side. As you know, we've got 28-week lead times.","role":"makes"}],"history":[],"extra":{"months_max":18.0,"basis":"longest wait named","n_quotes":3,"dropped_quotes":0}},"power":{"value":7.4,"display":"About 32 weeks at onsemi","level":2,"n_makers":18,"sources":[{"ticker":"ON","name":"ON Semiconductor","date":"2026-08-03","quote":"So lead times stretched out from about 27 weeks to somewhere around 32 weeks on average. That's across the entire portfolio.","role":"makes"},{"ticker":"VICR","name":"Vicor","date":"2026-04-21","quote":"in spite of the capacity expansion that we are pursuing, we see ourselves being essentially sold out in terms of capacity for the foreseeable future.","role":"makes"}],"history":[],"extra":{"months_max":7.4,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"busway":{"value":"words only","display":"Among the longest waits on site","level":1,"n_makers":6,"sources":[{"ticker":"RIOT","name":"Riot Platforms","date":"2026-08-10","quote":"within our engineering business, ESS Metron manufactures low and medium voltage switchgear and power distribution units, among the most severely constrained long lead components in the data center supply chain.","role":"makes"}],"history":[],"extra":{"months_max":null,"basis":"words only","n_quotes":1,"dropped_quotes":0}},"cooling":{"value":"words only","display":"Cooling heat exchangers: lead times getting longer","level":1,"n_makers":7,"sources":[{"ticker":"DOV","name":"Dover","date":"2026-07-23","quote":"a heat exchanger for liquid cooling of data centers. Where in many cases demand is outpacing supply and extending lead times and we are actively expanding capacity in those areas.","role":"makes"}],"history":[],"extra":{"months_max":null,"basis":"words only","n_quotes":1,"dropped_quotes":0}},"cdu":{"value":6.0,"display":"4 to 6 months","level":2,"n_makers":5,"sources":[{"ticker":"MOD","name":"Modine Manufacturing Company","date":"2026-07-30","quote":"So, typically, we would suggest it be anywhere between a 4 to 6 month lead time.","role":"makes"}],"history":[],"extra":{"months_max":6.0,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"rpp":{"value":18.0,"display":"12 to 18 months on big orders","level":3,"n_makers":2,"sources":[{"ticker":"VRT","name":"Vertiv","date":"2026-02-11","quote":"We are we have been already vocal quite a lot already that our customers requested lead time pretty much ranges from twelve to eighteen months, especially when we talk about, the bigger orders.","role":"makes"}],"history":[],"extra":{"months_max":18.0,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"power-room":{"value":9.2,"display":"About 35 to 40 weeks for switchgear","level":2,"n_makers":21,"sources":[{"ticker":"POWL","name":"Powell Industries","date":"2026-02-04","quote":"we still have really good capacity running 35 to 40 weeks on gear, which is very competitive in the market","role":"makes"},{"ticker":"ABB","name":"ABB","date":"2026-07-16","quote":"The lead times are the same or similar to what they have been before.","role":"makes"}],"history":[],"extra":{"months_max":9.2,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"network":{"value":12.0,"display":"Supply-limited; chips take about 52 weeks","level":3,"n_makers":11,"sources":[{"ticker":"CIEN","name":"Ciena","date":"2026-09-03","quote":"It would be greater than that if we had more supply. And so, you know, the demand is absolutely there.","role":"makes"},{"ticker":"ANET","name":"Arista Networks","date":"2026-05-05","quote":"we are experiencing 52-week lead times pretty reliably with reservation needs beyond that, and our customers certainly do not want to wait that long.","role":"buys"}],"history":[],"extra":{"months_max":12.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"storage":{"value":24.0,"display":"Hard drives allocated into 2028","level":4,"n_makers":8,"sources":[{"ticker":"STX","name":"Seagate Technology","date":"2026-07-28","quote":"the vast majority of our nearline exabytes are now allocated into calendar 2028","role":"makes"},{"ticker":"WDC","name":"Western Digital","date":"2026-01-29","quote":"we're pretty much sold out for calendar '26. We have firm POs with our top seven customers.","role":"makes"}],"history":[],"extra":{"months_max":24.0,"basis":"sold out / booked to 2028","n_quotes":2,"dropped_quotes":0}},"tenants":{"value":"sold out","display":"AI cloud capacity sold out","level":3,"n_makers":25,"sources":[{"ticker":"CRWV","name":"CoreWeave","date":"2026-08-11","quote":"Our near-term capacity remains effectively sold out.","role":"makes"},{"ticker":"NBIS","name":"Nebius","date":"2026-05-13","quote":"First of all, we are sold out again in Q1 as we have for several quarters as demand continues to significantly exceed available capacity. The vast majority of capacity coming online over the next several quarters to 12 months is already under contract or earmarked for our AI cloud customers.","role":"makes"}],"history":[],"extra":{"months_max":null,"basis":"sold out, no horizon stated","n_quotes":2,"dropped_quotes":0}},"operator-hq":{"value":"words only","display":"Most new space is pre-leased before it opens","level":1,"n_makers":7,"sources":[{"ticker":"DLR","name":"Digital Realty Trust","date":"2026-07-23","quote":"The development pipeline is now 63% pre-leased at an 11.5% average expected stabilized yield.","role":"sells"},{"ticker":"IRM","name":"Iron Mountain Incorporated","date":"2026-04-30","quote":"The vast majority of what we're constructing is already pre-leased to fantastic high credit quality tenants with long-duration leases.","role":"sells"}],"history":[],"extra":{"months_max":null,"basis":"words only","n_quotes":2,"dropped_quotes":0}},"hall-building":{"value":12.0,"display":"2026 space gone; 2027 scarce","level":3,"n_makers":10,"sources":[{"ticker":"BIP","name":"Brookfield Infrastructure Partners L.P.","date":"2026-04-29","quote":"There's effectively no data center inventory remaining for 2026. And even 2027 is quite scarce.","role":"makes"}],"history":[],"extra":{"months_max":12.0,"basis":"sold out / booked to 2027","n_quotes":1,"dropped_quotes":0}},"substation":{"value":48.0,"display":"3 to 4 years for major equipment (2025)","level":4,"n_makers":6,"sources":[{"ticker":"HUBB","name":"Hubbell","date":"2026-07-28","quote":"We are seeing orders starting to be booked into 2027. that is particularly on the transmission and substation side of the business.","role":"makes"},{"ticker":"AMSC","name":"American Superconductor","date":"2026-05-28","quote":"And our lead times are still kind of averaging in that 9 to 12 months, which means that we can continue to add orders to improve the forward-looking 4 quarters.","role":"makes"}],"history":[],"extra":{"months_max":48.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":1}},"grid":{"value":84.0,"display":"Connection takes 5 to 7 years in some US areas","level":4,"n_makers":35,"sources":[{"ticker":"NEE","name":"NextEra Energy","date":"2026-04-23","quote":"the load interconnect process is taking 5 to 7 years to clear.","role":"sees"},{"ticker":"LGRVF","name":"Legrand","date":"2026-02-12","quote":"there are some countries where it can take up to 2, 3, 4 years for a data center to get connected to the grid","role":"sees"}],"history":[],"extra":{"months_max":84.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"power-plant":{"value":48.0,"display":"Turbines sold out through 2030","level":4,"n_makers":13,"sources":[{"ticker":"GEV","name":"GE Vernova","date":"2026-07-22","quote":"we expect to end the year with at least 125 gigawatts under contract, making us mostly sold out through 2030, and to have sold more than half of the 30 gigawatts of 2031 production slots by the end of this year.","role":"makes"}],"history":[],"extra":{"months_max":48.0,"basis":"sold out / booked to 2030","n_quotes":1,"dropped_quotes":0}},"gas-line":{"value":34.6,"display":"New pipeline fully contracted; some engines take about 150 weeks","level":4,"n_makers":28,"sources":[{"ticker":"ET","name":"Energy Transfer LP","date":"2026-05-05","quote":"The pipe is fully contracted from west to east, and we also have a growing amount of backhaul volumes committed that are expected to add significant upside.","role":"makes"},{"ticker":"USAC","name":"USA Compression Partners, LP","date":"2026-05-05","quote":"Certain new engine lead times have recently tripled from 50 weeks to approximately 150 weeks.","role":"buys"}],"history":[],"extra":{"months_max":34.6,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"turbines":{"value":48.0,"display":"Sold out through 2030","level":4,"n_makers":10,"sources":[{"ticker":"GEV","name":"GE Vernova","date":"2026-07-22","quote":"we expect to end the year with at least 125 gigawatts under contract, making us mostly sold out through 2030, and to have sold more than half of the 30 gigawatts of 2031 production slots by the end of this year.","role":"makes"},{"ticker":"BKR","name":"Baker Hughes","date":"2026-04-24","quote":"we're effectively sold out of NovaLTs through 2028","role":"makes"},{"ticker":"FTEK","name":"Fuel Tech","date":"2026-08-05","quote":"many of the major gas turbine suppliers have delivery lead times of greater than 5 years for large turbines","role":"sees"}],"history":[],"extra":{"months_max":48.0,"basis":"sold out / booked to 2030","n_quotes":3,"dropped_quotes":0}},"reactor":{"value":36.0,"display":"Years: new fuel capacity is 2–3 years out","level":4,"n_makers":13,"sources":[{"ticker":"LEU","name":"Centrus Energy","date":"2026-08-06","quote":"And more importantly, this is 2026, we still have 2, 3 more years or so until there is capacity that's going to start to come online from numerous projects that have been announced. And so I still think that my personal view is there is going to be -- continue to be constrained. We're going to continue to see some of the dynamics of being a seller's market, so to speak.","role":"makes"},{"ticker":"SMR","name":"NuScale Power","date":"2026-08-05","quote":"Fuel design has a long lead time, years, not months.","role":"buys"}],"history":[],"extra":{"months_max":36.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"solar":{"value":"sold out","display":"Fully allocated for 2026","level":3,"n_makers":7,"sources":[{"ticker":"FSLR","name":"First Solar","date":"2026-02-24","quote":"We entered 2026 with a fully allocated position for our U.S. production.","role":"makes"}],"history":[],"extra":{"months_max":null,"basis":"sold out, no horizon stated","n_quotes":1,"dropped_quotes":0}},"generators":{"value":24.0,"display":"40 weeks to about 2 years","level":4,"n_makers":10,"sources":[{"ticker":"GNRC","name":"Generac","date":"2026-07-29","quote":"our lead times remain in that 40- to 45-week range for the products today in spite of the backlog that's grown here.","role":"makes"},{"ticker":"GNRC","name":"Generac","date":"2026-02-11","quote":"our competitors today are out kind of 2 years on deliveries","role":"makes"}],"history":[],"extra":{"months_max":24.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"chillers":{"value":5.4,"display":"Mid-20 weeks","level":1,"n_makers":17,"sources":[{"ticker":"AAON","name":"AAON","date":"2026-03-02","quote":"For some of our more high-volume lines, they might be in the mid-20 weeks timeframe, which is definitely beyond where we want them to be.","role":"makes"}],"history":[],"extra":{"months_max":5.4,"basis":"override: about 24 weeks","n_quotes":1,"dropped_quotes":0}},"construction":{"value":60.0,"display":"2 to 5 years for specialty equipment","level":4,"n_makers":33,"sources":[{"ticker":"STRL","name":"Sterling Infrastructure","date":"2026-02-26","quote":"Usually, that's specialty equipment and it's not a quick turnaround. 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They are on lead times of over a year.","role":"sees"},{"ticker":"OCC","name":"Optical Cable","date":"2026-06-08","quote":"Currently, the industry is experiencing optical fiber shortages due to excessive product demand for data centers as well as certain other product applications. As a result, we are seeing increased lead times throughout the industry.","role":"sees"}],"history":[],"extra":{"months_max":12.0,"basis":"about / over a year","n_quotes":2,"dropped_quotes":0}},"warehouse":{"value":2.8,"display":"Shipping now 12+ weeks on some routes","level":1,"n_makers":15,"sources":[{"ticker":"ROG","name":"Rogers","date":"2026-07-28","quote":"logistics or from a freight perspective, it's just taking longer due to the situation in the Middle East. So typically, from transit time from 4 to 6 weeks in the past, now it's taken somewhere between over 12 weeks in some instances.","role":"buys"}],"history":[],"extra":{"months_max":2.8,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"fab-litho":{"value":12.0,"display":"EUV nearly sold out for 2027","level":3,"n_makers":2,"sources":[{"ticker":"ASML","name":"ASML Holding","date":"2026-07-15","quote":"For 2027, we are now close to being fully covered with orders for Low-NA EUV, and we are planning to increase our Low-NA EUV capacity by around 30%.","role":"makes"}],"history":[],"extra":{"months_max":12.0,"basis":"sold out / booked to 2027","n_quotes":1,"dropped_quotes":0}},"fab-depo":{"value":9.0,"display":"About 9 months","level":2,"n_makers":7,"sources":[{"ticker":"VECO","name":"Veeco Instruments","date":"2026-05-05","quote":"And yes, I think the lead times are more in that sort of 9-month lead time there.","role":"makes"},{"ticker":"LRCX","name":"Lam Research","date":"2026-07-29","quote":"customers want to make sure they have secured the tools they need from Lam and so those discussions are taking place at lead time or beyond.","role":"makes"}],"history":[],"extra":{"months_max":9.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":0}},"fab-inspect":{"value":24.0,"display":"12 months, up to 24 for some tools","level":4,"n_makers":8,"sources":[{"ticker":"KLAC","name":"KLA","date":"2026-07-28","quote":"Well, lead times today across the whole company are in about the 12-month range, but on certain products, it can be closer to 18 to 24 months. All our conversations today with customers are about deliveries really in the second half of '27.","role":"makes"}],"history":[],"extra":{"months_max":24.0,"basis":"override: up to 24 months for some tools","n_quotes":1,"dropped_quotes":0}},"fab-subsystems":{"value":9.0,"display":"6 to 9 months and longer","level":2,"n_makers":11,"sources":[{"ticker":"MKSI","name":"MKS","date":"2026-08-06","quote":"In chemistry equipment, our lead times are much longer. We talked about 6 to 9 months in the past. And because of that, we require down payments, those down payments are things that give us confidence.","role":"makes"}],"history":[],"extra":{"months_max":9.0,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"fab-test":{"value":3.2,"display":"About 14 weeks to build","level":1,"n_makers":5,"sources":[{"ticker":"COHU","name":"Cohu","date":"2026-04-30","quote":"So we are operating at about a 14 weeks, I should say, cycle time instead of saying lead time on handlers right now on our thermal handlers.","role":"makes"}],"history":[],"extra":{"months_max":3.2,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"fuel-cells":{"value":1.8,"display":"Bloom delivered power in 55 days","level":1,"n_makers":2,"sources":[{"ticker":"BE","name":"Bloom Energy","date":"2026-07-28","quote":"At that time, we had just announced our first direct hyperscaler customer, Oracle, and delivered them power for a data center within 55 days.","role":"makes"}],"history":[],"extra":{"months_max":1.8,"basis":"longest wait named","n_quotes":1,"dropped_quotes":0}},"containment":{"value":"words only","display":"Easing; one maker halved them","level":1,"n_makers":1,"sources":[{"ticker":"JCI","name":"Johnson Controls International","date":"2026-07-29","quote":"At ACE, we showcased how the team applied the business system to more than quadruple capacity on the computer room air handler line without significant capital investment achieving 100% on-time delivery, reducing customer lead times by half, shrinking required manufacturing floor space by more than 30% and cutting inventory by 50%.","role":"makes"},{"ticker":"AAON","name":"AAON","date":"2026-05-07","quote":"As a result, we remain focused on further ramping production to work down backlog in normalized lead times.","role":"makes"}],"history":[],"extra":{"months_max":null,"basis":"words only","n_quotes":2,"dropped_quotes":0}},"wafer":{"value":6.0,"display":"About 6 months from the fab (2025)","level":2,"n_makers":2,"sources":[{"ticker":"STX","name":"Seagate Technology","date":"2026-01-27","quote":"So yes, we are -- the lead time out of the wafer fab is quite long. So we have to be predictable for our customers, say, 6 months, 9 months later and so on and so forth.","role":"makes"},{"ticker":"DIOD","name":"Diodes Incorporated","date":"2026-08-05","quote":"The increase in inventory helps to support customers and expected growth as well as longer wafer manufacturing lead times.","role":"makes"}],"history":[],"extra":{"months_max":6.0,"basis":"longest wait named","n_quotes":2,"dropped_quotes":1}},"fab-materials":{"value":36.0,"display":"Indium phosphide sold out for years","level":4,"n_makers":22,"sources":[{"ticker":"ALMU","name":"Aeluma","date":"2026-05-13","quote":"there is a major shortage of indium phosphide substrates of all sizes. 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The colour counts makers plus AI buyers; outside makers and other buyers are in the total only. The latest quarter is partial."}}}},"prices":{"label":"Price increases","unit":"share of makers raising prices","blurb":"Which parts are getting more expensive, in the words of the companies. The colour is the share of the part's makers that said, on their last two quarters of earnings calls, that they are raising their own prices. Companies that say they are paying more are counted next to it but do not colour the part, because a buyer paying more is not a maker raising a price.","source":"Our scan of earnings calls for price rises; each statement tagged to a campus part and backed by a verified quote","as_of":"2026-10-01","coverage":{"n_parts":30,"of":55},"scale":{"levels":{"0":"No maker said it is raising prices (or only one of many makers did)","1":"Under a quarter of the part's makers","2":"A quarter to half of the makers","3":"Half to three quarters of the makers","4":"Three quarters or more of the makers"},"window":["2026Q2","2026Q3"],"rule":"A company counts as a MAKER raising prices when, in the last two call quarters, it said (as the seller, in words from its own people and not an analyst's question, and its own quote says a price goes up) that it is raising the price of the part, and it is one of the part's makers: the companies the campus map lists on it, the same list as the How-many-makers lens. A maker outside the map (Samsung, Siemens Energy, Schneider and so on) is shown as a voice and is never counted, in the top or the bottom of 'N of M'. Each company is counted once; only calls from the last 270 days are in the current count. Colour = the SHARE of the part's makers that said so: none, or fewer than two makers (one when the part has two makers or fewer) = 0; under 25% = 1; 25-49% = 2; 50-74% = 3; 75% or more = 4. Buyers saying they pay more and other commentators are counted beside it and never colour the part. History is per call quarter on the same scale."},"per_part":{"batteries":{"value":0,"display":"No price rise mentioned in the last two quarters","level":0,"n_makers":8,"sources":[],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"buyers":0,"others":1,"display":"1 of 8 makers raising prices"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"buyers":1,"others":0,"display":"None of the 8 makers said so; 1 buyer says they pay more"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":8,"share_of_makers":0.0,"buyers":0,"others":0,"other_sellers":0,"signal":0,"window":["2026Q2","2026Q3"],"who":{"makers":[],"buyers":[]},"size":null,"sizes":[],"note":"Counts companies, not statements. The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. The latest quarter is partial."}},"busway":{"value":1,"display":"1 of 6 makers raising prices","level":0,"n_makers":6,"sources":[{"ticker":"HUBB","name":"Hubbell","date":"2026-07-28","quote":"we did push price through in April. And the expectation of that price increase, which was broadly across utility and electrical, were anticipating about a point of price to come out of that action. And at that point was raising our full year price expectation to about 3 points. And since then, we have experienced a little more inflation, and we have gone out with additional price in July. And our expectation for that most recent price increase is about another half a point in the back half of the year. So coming into the year, we were anticipating 2 points. We had the April price increase at a point, and now we are adding roughly another half a point or so. 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It was about a 5% price increase.","role":"makes","kind":"maker","what":"rental side of the business","size":"about a 5%"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned"},{"q":"2026Q1","value":2,"level":1,"n":912,"makers":2,"buyers":1,"others":0,"display":"2 of 11 makers raising prices (+1 buyer paying more)"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"buyers":0,"others":0,"display":"1 of 11 makers raising prices"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":11,"share_of_makers":0.09,"buyers":0,"others":0,"other_sellers":0,"signal":1,"window":["2026Q2","2026Q3"],"who":{"makers":["CTOS"],"buyers":[]},"size":{"ticker":"CTOS","name":"Custom Truck One Source","date":"2026-04-28","what":"rental side of the business","size":"about a 5%"},"sizes":[{"ticker":"CTOS","name":"Custom Truck One Source","date":"2026-04-28","what":"rental side of the business","size":"about a 5%"}],"note":"Counts companies, not statements. 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The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. 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The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. 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We see it also in PCs. We're expecting some new price increases in both categories in July — the price increases are not over.","role":"sees","kind":"other","what":"servers"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"buyers":0,"others":1,"display":"1 of 17 makers raising prices"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"buyers":1,"others":2,"display":"1 of 17 makers raising prices (+1 buyer paying more)"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"buyers":0,"others":2,"display":"1 of 17 makers raising prices","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":17,"share_of_makers":0.06,"buyers":1,"others":3,"other_sellers":0,"signal":1,"window":["2026Q2","2026Q3"],"who":{"makers":["HPE"],"buyers":["KC"]},"size":null,"sizes":[],"note":"Counts companies, not statements. The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. The latest quarter is partial."}},"turbines":{"value":1,"display":"1 of 10 makers raising prices","level":0,"n_makers":10,"sources":[{"ticker":"GEV","name":"GE Vernova","date":"2026-07-22","quote":"Power orders more than doubled as Gas Power equipment increased by approximately four times year-over-year on higher volume and pricing from both HA and aeroderivative units.","role":"makes","kind":"maker","what":"Gas Power equipment (HA and aeroderivative units)"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"buyers":0,"others":0,"display":"1 of 10 makers raising prices"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"buyers":0,"others":1,"display":"1 of 10 makers raising prices"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"buyers":0,"others":0,"display":"1 of 10 makers raising prices"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"buyers":0,"others":0,"display":"1 of 10 makers raising prices","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":10,"share_of_makers":0.1,"buyers":0,"others":0,"other_sellers":0,"signal":1,"window":["2026Q2","2026Q3"],"who":{"makers":["GEV"],"buyers":[]},"size":null,"sizes":[],"note":"Counts companies, not statements. The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. The latest quarter is partial."}},"wafer":{"value":0,"display":"None of the 2 makers said so; 1 other company says prices for 200-millimeter power management are rising; 2 buyers say they pay more","level":0,"n_makers":2,"sources":[{"ticker":"QCOM","name":"QUALCOMM Incorporated","date":"2026-07-29","quote":"wafer price increases","role":"buys","kind":"buyer","what":"wafers"},{"ticker":"INTC","name":"Intel","date":"2026-04-23","quote":"In addition, constraints and rising prices around key components like memory, wafers and substrates are driving higher costs that could impact demand for our product at some point in the year.","role":"buys","kind":"buyer","what":"wafers"},{"ticker":"TSEM","name":"Tower Semiconductor","date":"2026-05-13","quote":"I did mention that at the 200-millimeter power management, it did realize a 13% price increase for -- starting, I think, this quarter or throughout this year.","role":"sees","kind":"other","what":"200-millimeter power management","size":"13%"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"buyers":2,"others":0,"display":"None of the 2 makers said so; 2 buyers say they pay more"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"buyers":0,"others":0,"display":"No price rise mentioned"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"buyers":1,"others":1,"display":"None of the 2 makers said so; 1 other company says prices for 200-millimeter power management are rising; 1 buyer says they pay more"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"buyers":1,"others":0,"display":"None of the 2 makers said so; 1 buyer says they pay more","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":2,"share_of_makers":0.0,"buyers":2,"others":1,"other_sellers":1,"signal":0,"window":["2026Q2","2026Q3"],"who":{"makers":[],"buyers":["INTC","QCOM"]},"size":null,"sizes":[],"note":"Counts companies, not statements. The colour is the share of the part's makers raising their own prices; buyers paying more are in the detail only. The latest quarter is partial."}}}},"capacity":{"label":"New capacity","unit":"share of makers adding capacity","blurb":"Who is building more of this part: the share of its makers that said, on their last four quarters of earnings calls, that they are adding capacity (a new plant, line or expansion) to make it for sale, with the biggest stated addition and when it comes online. A company building capacity only for its own use, such as its own data centres, is not counted.","source":"Our scan of earnings calls for new plants and expansions; each statement tagged to a campus part and backed by a verified quote","as_of":"2026-09-30","coverage":{"n_parts":47,"of":55},"scale":{"levels":{"0":"No maker said it is adding capacity in the last year (or only one of many makers did)","1":"Under a quarter of the part's makers","2":"A quarter to half of the makers","3":"Half to three quarters of the makers","4":"Three quarters or more of the makers"},"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"rule":"A company counts as a MAKER adding capacity when, in the last four call quarters (and the call is under 270 days old), it said, in words from its own people and not an analyst's question, that its own company is adding capacity (a new plant, line or expansion actually being built, commissioned or ramped; a regulatory filing or a capex figure alone is not enough) to make a product it sells, and it is one of the part's makers: the companies the campus map lists on it, the same list as the How-many-makers lens. Capacity built for the speaker's own use (its own data centres, power, logistics), capacity a supplier or customer adds, and anyone else's (a maker outside the map, utilities, miners, distributors) are never counted as a maker adding. Each company is counted once. Colour = the SHARE of the part's makers that said so: none, or fewer than two makers (one when the part has two makers or fewer) = 0; under 25% = 1; 25-49% = 2; 50-74% = 3; 75% or more = 4. History is per call quarter on the same scale. extra.biggest = the maker's stated addition with the largest percentage or multiple in its own words (otherwise the most recent with a stated size)."},"per_part":{"batteries":{"value":2,"display":"2 of 8 makers adding capacity","level":2,"n_makers":8,"sources":[{"ticker":"ENS","name":"EnerSys","date":"2026-08-13","quote":"Our new lithium plant will produce high energy density cells to support manned platforms, soldier power, space and autonomous systems, further supporting the electrification of the battlefield.","role":"makes","kind":"maker","what":"high energy density cells","how_much":"approximately 1 gigawatt hour initial annual production capacity"},{"ticker":"EOSE","name":"Eos Energy Enterprises","date":"2026-02-26","quote":"the fact that we're bringing a new line in to give us the top end of the range","role":"makes","kind":"maker","what":"not stated","how_much":"not stated","where":"not stated","online":"not stated"},{"ticker":"FLNC","name":"Fluence Energy","date":"2026-08-06","quote":"In the U.S., we will be the off-taker of a new fully automated facility located in Houston with expected capacity of 15 gigawatt hours per year. Completion of this new facility has been delayed by a few months due to delays in construction and issues related to the automation equipment. Limited production commenced this quarter, and our manufacturer is taking steps to address outstanding issues.","role":"sees","kind":"other","what":"enclosures (domestic content)","how_much":"15 gigawatt hours per year","where":"Houston, U.S.","online":"completion delayed by a few months; limited production commenced this quarter; pushed by a quarter"},{"ticker":"SO","name":"The Southern Company","date":"2026-07-30","quote":"10 GW of new company-owned generation resources. Including thermal, battery, and solar resources as well as hundreds of miles of new transmission lines.","role":"sees","kind":"other","what":"new company-owned generation resources (thermal, battery, solar) and new transmission lines","how_much":"10 GW of new company-owned generation resources; hundreds of miles of new transmission lines"},{"ticker":"CSIQ","name":"Canadian Solar","date":"2026-05-14","quote":"To support our global momentum and markets, we are also expanding capacity at our integrated Battery Energy Storage System and battery cell factory in Southeast Asia. We plan to double both our battery cell and SolBank capacities to ensure strong coverage of annual volumes with internally sourced compliant solutions. The new production lines are currently being constructed and will come online in the first half of 2027.","role":"sees","kind":"other","what":"battery cells and SolBank","how_much":"double both our battery cell and SolBank capacities","where":"Southeast Asia","online":"first half of 2027"},{"ticker":"CEPU","name":"CEPU","date":"2026-05-13","quote":"USD 66.0 million in BESS construction and maintenance works","role":"sees","kind":"other","what":"BESS","how_much":"USD 66.0 million"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"others":5,"display":"1 of 8 makers adding capacity"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"others":9,"display":"1 of 8 makers adding capacity"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":8,"display":"1 of 8 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":3,"display":"1 of 8 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":8,"share_of_makers":0.25,"others":17,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["ENS","EOSE"]},"biggest":{"ticker":"ENS","name":"EnerSys","date":"2026-08-13","what":"high energy density cells","how_much":"approximately 1 gigawatt hour initial annual production capacity","where":null,"online":null,"quote":"Our new lithium plant will produce high energy density cells to support manned platforms, soldier power, space and autonomous systems, further supporting the electrification of the battlefield.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"busway":{"value":2,"display":"2 of 6 makers adding capacity","level":2,"n_makers":6,"sources":[{"ticker":"HUBB","name":"Hubbell","date":"2026-07-28","quote":"And so as we continue to add capacity on core products, lines that are going into the data center","role":"makes","kind":"maker","what":"core products, lines that are going into the data center"},{"ticker":"NVT","name":"nVent Electric","date":"2026-05-01","quote":"Earlier this week, we celebrated the opening of our new Blaine, Minnesota facility that started production in Q1.","role":"makes","kind":"maker","what":"data center products (liquid cooling and other, as context)","where":"Blaine, Minnesota","online":"started production in Q1"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":0,"display":"1 of 6 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":0,"display":"1 of 6 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":6,"share_of_makers":0.33,"others":0,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["HUBB","NVT"]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"chillers":{"value":4,"display":"4 of 17 makers adding capacity","level":1,"n_makers":17,"sources":[{"ticker":"TT","name":"Trane Technologies","date":"2026-07-30","quote":"we've expanded our applied capacity 4x over the last 3 years. That expansion continues to happen.","role":"makes","kind":"maker","what":"applied capacity","how_much":"4x over the last 3 years","online":"continues to happen"},{"ticker":"MOD","name":"Modine Manufacturing Company","date":"2026-05-27","quote":"In the second quarter, we announced an incremental $100 million investment to expand capacity for our data center products in the US.","role":"makes","kind":"maker","what":"data center products","how_much":"incremental $100 million investment","where":"US"},{"ticker":"AAON","name":"AAON","date":"2026-08-10","quote":"ramping recently added manufacturing capacity, including the Memphis facility","role":"makes","kind":"maker","what":"manufacturing capacity (product not specified)","where":"Memphis","online":"recently added; ramping"},{"ticker":"CARR","name":"Carrier Global","date":"2026-07-28","quote":"Our primary focus for this new facility, though, is all things data centers.","role":"makes","kind":"maker","what":"all things data centers","where":"U.S.","online":"for the demand that we see in '27 and beyond"},{"ticker":"VRT","name":"Vertiv","date":"2026-07-29","quote":"chiller capacity increases in EMEA","role":"sees","kind":"other","what":"chillers","how_much":"capacity increases","where":"EMEA","online":"online globally"},{"ticker":"TGEN","name":"Tecogen","date":"2026-05-13","quote":"the manufacturing expansion we are undertaking to realign the factory to increase capacity and efficiency","role":"sees","kind":"other","what":"dual-source chiller (data center market)"}],"history":[{"q":"2025Q4","value":2,"level":1,"n":794,"makers":2,"others":0,"display":"2 of 17 makers adding capacity"},{"q":"2026Q1","value":2,"level":1,"n":912,"makers":2,"others":0,"display":"2 of 17 makers adding capacity"},{"q":"2026Q2","value":2,"level":1,"n":1706,"makers":2,"others":1,"display":"2 of 17 makers adding capacity"},{"q":"2026Q3","value":4,"level":1,"n":478,"makers":4,"others":1,"display":"4 of 17 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":4,"of_makers":17,"share_of_makers":0.24,"others":2,"signal":4,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["AAON","CARR","MOD","TT"]},"biggest":{"ticker":"TT","name":"Trane Technologies","date":"2026-07-30","what":"applied capacity","how_much":"4x over the last 3 years","where":null,"online":"continues to happen","quote":"we've expanded our applied capacity 4x over the last 3 years. That expansion continues to happen.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"construction":{"value":2,"display":"2 of 33 makers adding capacity","level":1,"n_makers":33,"sources":[{"ticker":"LGN","name":"Legence Corp. Class A Common stock","date":"2026-08-13","quote":"When adding this incremental capacity with the organic expansion that we have completed over the past year and the capacity that came with Bowers, we will have grown our fabrication capacity by over 1 million square feet across our key geographies.","role":"makes","kind":"maker","what":"fabrication capacity","how_much":"over 1 million square feet","where":"across our key geographies"},{"ticker":"STRL","name":"Sterling Infrastructure","date":"2026-02-26","quote":"when we bought CEC -- they had a small modular build facility. We just are in the progress -- the process of signing a lease that triple the size of that.","role":"makes","kind":"maker","what":"modular build (small modular build facility)","how_much":"lease that triple the size of CEC's small modular build facility; new facility is over 300,000 square feet"},{"ticker":"ABM","name":"ABM Industries","date":"2026-03-10","quote":"investments in data center construction and hyperscale capacity expansion remain robust as enterprises build out next-generation infrastructure to support AI and digital transformation","role":"sees","kind":"other","what":"data center construction and hyperscale capacity expansion (next-generation infrastructure for AI and digital transformation)"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":2,"level":1,"n":912,"makers":2,"others":1,"display":"2 of 33 makers adding capacity"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":0,"display":"1 of 33 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":33,"share_of_makers":0.06,"others":1,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["LGN","STRL"]},"biggest":{"ticker":"STRL","name":"Sterling Infrastructure","date":"2026-02-26","what":"modular build (small modular build facility)","how_much":"lease that triple the size of CEC's small modular build facility; new facility is over 300,000 square feet","where":null,"online":null,"quote":"when we bought CEC -- they had a small modular build facility. We just are in the progress -- the process of signing a lease that triple the size of that.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"containment":{"value":0,"display":"None of the 1 makers said so; 1 other company mentions new capacity for data center cooling and custom air handling","level":0,"n_makers":1,"sources":[{"ticker":"SPXC","name":"SPX Technologies","date":"2026-04-30","quote":"The capacity expansions across our HVAC facilities to meet the strong demand for our data center cooling and custom air handling solutions are progressing well.","role":"sees","kind":"other","what":"data center cooling and custom air handling solutions","how_much":"circa $550 million of revenue in the data center market","where":"our HVAC facilities"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":1,"display":"None of the 1 makers said so; 1 other company mentions new capacity for hot aisle containment and data center"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":1,"display":"None of the 1 makers said so; 1 other company mentions new capacity for data center and custom air handling volume"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":1,"display":"None of the 1 makers said so; 1 other company mentions new capacity for data center cooling and custom air handling"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":0,"display":"No new capacity mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":1,"share_of_makers":0.0,"others":1,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"cooling":{"value":3,"display":"3 of 7 makers adding capacity","level":2,"n_makers":7,"sources":[{"ticker":"VRT","name":"Vertiv","date":"2026-07-29","quote":"5 large plants expansions in The Americas","role":"makes","kind":"maker","what":"not stated","how_much":"5 large plants expansions","where":"The Americas","online":"online globally"},{"ticker":"DOV","name":"Dover","date":"2026-07-23","quote":"For data centers, we are actively working to double capacity for these products over the next 12 months.","role":"makes","kind":"maker","what":"heat exchange products for data centers / liquid cooling","how_much":"double","online":"over the next 12 months"},{"ticker":"NVT","name":"nVent Electric","date":"2026-05-01","quote":"we've continued to expand capacity for liquid cooling","role":"makes","kind":"maker","what":"liquid cooling"},{"ticker":"AGX","name":"Argan","date":"2026-09-02","quote":"we expect to have that complete in Q3, which to me is a pretty significant acceleration and quick time line for building a new fabrication facility. Right now, it's primarily geared towards supporting that $125 million data center project that we're fabricating thermal expansion tanks and energy storage tanks.","role":"sees","kind":"other","what":"thermal expansion tanks and energy storage tanks","how_much":"$125 million data center project","where":"North Carolina","online":"Q3 / later this year"},{"ticker":"JCI","name":"Johnson Controls International","date":"2026-07-29","quote":"more than quadruple capacity on the computer room air handler line without significant capital investment","role":"sees","kind":"other","what":"computer room air handler","how_much":"more than quadruple capacity","where":"ACE"},{"ticker":"SMCI","name":"Super Micro Computer","date":"2026-05-05","quote":"Within this new campus, we are building multiple large-scale validation and production facilities. Some of them including a clean room specifically to support our new DLC-2 subsystem and next-generation networking solutions, including advanced optical photonics-based device.","role":"sees","kind":"other","what":"new DLC-2 subsystem and next-generation networking solutions, including advanced optical photonics-based device","how_much":"multiple large-scale validation and production facilities; a clean room","where":"within this new campus (Silicon Valley)"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"others":1,"display":"1 of 7 makers adding capacity"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"others":2,"display":"1 of 7 makers adding capacity"},{"q":"2026Q2","value":2,"level":2,"n":1706,"makers":2,"others":4,"display":"2 of 7 makers adding capacity"},{"q":"2026Q3","value":2,"level":2,"n":478,"makers":2,"others":3,"display":"2 of 7 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":3,"of_makers":7,"share_of_makers":0.43,"others":8,"signal":3,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["DOV","NVT","VRT"]},"biggest":{"ticker":"DOV","name":"Dover","date":"2026-07-23","what":"heat exchange products for data centers / liquid cooling","how_much":"double","where":null,"online":"over the next 12 months","quote":"For data centers, we are actively working to double capacity for these products over the next 12 months.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"copper":{"value":1,"display":"1 of 11 makers adding capacity","level":0,"n_makers":11,"sources":[{"ticker":"APH","name":"Amphenol","date":"2026-04-29","quote":"the capacity increases that we have, the massive increase in automation for these ultra high-precision products for example, that we are making","role":"makes","kind":"maker","what":"ultra high-precision products","how_much":"massive increase in automation"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":0,"display":"1 of 11 makers adding capacity"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":0,"display":"No new capacity mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":11,"share_of_makers":0.09,"others":0,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["APH"]},"biggest":{"ticker":"APH","name":"Amphenol","date":"2026-04-29","what":"ultra high-precision products","how_much":"massive increase in automation","where":null,"online":null,"quote":"the capacity increases that we have, the massive increase in automation for these ultra high-precision products for example, that we are making","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"cpu":{"value":2,"display":"2 of 4 makers adding capacity","level":3,"n_makers":4,"sources":[{"ticker":"INTC","name":"Intel","date":"2026-07-23","quote":"So we are building capacity there over time.","role":"makes","kind":"maker","what":"Granite Rapids","online":"over time"},{"ticker":"AMD","name":"Advanced Micro Devices","date":"2026-02-03","quote":"we have increased our supply capacity capability for server CPUs","role":"makes","kind":"maker","what":"server CPUs"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"others":0,"display":"1 of 4 makers adding capacity"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":0,"display":"1 of 4 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":4,"share_of_makers":0.5,"others":0,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["AMD","INTC"]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"cranes":{"value":1,"display":"1 of 11 makers adding capacity","level":0,"n_makers":11,"sources":[{"ticker":"MTW","name":"The Manitowoc Company","date":"2026-05-06","quote":"in Australia we doubled the capacity of our Sydney facility","role":"makes","kind":"maker","what":"not stated","how_much":"doubled","where":"Sydney, Australia"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":0,"display":"1 of 11 makers adding capacity"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":0,"display":"No new capacity mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":11,"share_of_makers":0.09,"others":0,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["MTW"]},"biggest":{"ticker":"MTW","name":"The Manitowoc Company","date":"2026-05-06","what":"not stated","how_much":"doubled","where":"Sydney, Australia","online":null,"quote":"in Australia we doubled the capacity of our Sydney facility","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"die":{"value":0,"display":"None of the 16 makers said so; 4 other companies mention new capacity for most advanced nodes","level":0,"n_makers":16,"sources":[{"ticker":"ENTG","name":"Entegris","date":"2026-04-30","quote":"selective but substantial global capacity additions and pull forwards, primarily in leading-edge logic and memory","role":"sees","kind":"other","what":"leading-edge logic and memory","how_much":"selective but substantial","where":"global"},{"ticker":"KLAC","name":"KLA","date":"2026-04-29","quote":"If you look at 2027, obviously, you've got a lot of new fab projects out of greenfield activity, both on the logic side and memory. I think you'll also see some greenfield activity in flash.","role":"sees","kind":"other","what":"logic, memory, and flash chips (greenfield fab projects)","how_much":"a lot (logic/memory); some (flash)","online":"2027"},{"ticker":"PLAB","name":"Photronics","date":"2026-08-26","quote":"fabs are prioritizing higher profitability projects and expanding capacity at higher technology nodes. 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The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"fab-depo":{"value":5,"display":"5 of 7 makers adding capacity","level":3,"n_makers":7,"sources":[{"ticker":"SHMD","name":"SCHMID","date":"2026-08-25","quote":"We will move the currently leased 2 locations to 1 bigger SCHMID owned manufacturing campus in Zhongshan, Guangdong Province, which is the same province as today, And with this, we are consolidating our current operation and will double our production capacity in China. 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The new facility is expected to become operational towards the end of 2026.","role":"makes","kind":"maker","what":"production capacity (product not specified)","where":"Asia","online":"towards the end of 2026"},{"ticker":"KLAC","name":"KLA","date":"2026-01-29","quote":"we've been trying to add capacity in that product line.","role":"makes","kind":"maker","what":"BB BBP products"}],"history":[{"q":"2025Q4","value":3,"level":2,"n":794,"makers":3,"others":0,"display":"3 of 8 makers adding capacity"},{"q":"2026Q1","value":2,"level":2,"n":912,"makers":2,"others":0,"display":"2 of 8 makers adding capacity"},{"q":"2026Q2","value":2,"level":2,"n":1706,"makers":2,"others":0,"display":"2 of 8 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":0,"display":"1 of 8 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":3,"of_makers":8,"share_of_makers":0.38,"others":0,"signal":3,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["CAMT","KLAC","NVMI"]},"biggest":null,"note":"Counts companies, not statements. 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The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. 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So the capacity increase second half and into the first half of '27 will be: Itzehoe 8-inch; Korea, two foundries; and another foundry in China.","role":"sees","kind":"other","what":"wafers (foundry capacity)","how_much":"two foundries","where":"Korea","online":"second half and into the first half of '27"},{"ticker":"ASML","name":"ASML Holding","date":"2026-07-15","quote":"Our customers are adding meaningful capacity this year, while at the same time they plan further capacity expansion, as indicated by the plans to build multiple mega fabs. These additions will come online in phases over the coming years.","role":"sees","kind":"other","what":"mega fabs (chip capacity)","how_much":"multiple mega fabs","online":"in phases over the coming years","adder":"our customers"},{"ticker":"KLAC","name":"KLA","date":"2026-04-29","quote":"numerous new fab projects currently under construction","role":"sees","kind":"other","what":"semiconductor fabs (new fab projects)","how_much":"numerous","online":"currently under construction"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"others":3,"display":"1 of 6 makers adding capacity"},{"q":"2026Q1","value":2,"level":2,"n":912,"makers":2,"others":2,"display":"2 of 6 makers adding capacity"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":4,"display":"1 of 6 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":8,"display":"1 of 6 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":6,"share_of_makers":0.33,"others":12,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["TSM","UMC"]},"biggest":{"ticker":"UMC","name":"United Microelectronics","date":"2026-01-28","what":"not stated","how_much":"around 1.2% year-over-year","where":null,"online":"2026","quote":"for the year of 2026, the capacity increase will be around 1.2% year-over-year for us","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"fuel-cells":{"value":2,"display":"2 of 2 makers adding capacity","level":4,"n_makers":2,"sources":[{"ticker":"FCEL","name":"FuelCell Energy","date":"2026-09-02","quote":"We estimate the total requirement to expand Torrington to 500 megawatts of annualized production capacity to be between $200 million and $275 million with completion targeted for June 2028.","role":"makes","kind":"maker","what":"manufacturing capacity for the multi-megawatt AI factory and data center markets (specific product not named)","how_much":"500 megawatts of annualized production capacity","where":"Torrington, Connecticut","online":"June 2028"},{"ticker":"BE","name":"Bloom Energy","date":"2026-04-28","quote":"Based on demand profile, we have now shifted to adding capacity continuously. Hundreds of megawatts a quarter as opposed to lumpy one-off additions to be completed in a year's time.","role":"makes","kind":"maker","what":"not stated (capacity measured in megawatts)","how_much":"hundreds of megawatts a quarter","online":"continuously"}],"history":[{"q":"2025Q4","value":1,"level":3,"n":794,"makers":1,"others":0,"display":"1 of 2 makers adding capacity"},{"q":"2026Q1","value":1,"level":3,"n":912,"makers":1,"others":0,"display":"1 of 2 makers adding capacity"},{"q":"2026Q2","value":2,"level":4,"n":1706,"makers":2,"others":0,"display":"2 of 2 makers adding capacity"},{"q":"2026Q3","value":1,"level":3,"n":478,"makers":1,"others":0,"display":"1 of 2 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":2,"share_of_makers":1.0,"others":0,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["BE","FCEL"]},"biggest":{"ticker":"FCEL","name":"FuelCell Energy","date":"2026-09-02","what":"manufacturing capacity for the multi-megawatt AI factory and data center markets (specific product not named)","how_much":"500 megawatts of annualized production capacity","where":"Torrington, Connecticut","online":"June 2028","quote":"We estimate the total requirement to expand Torrington to 500 megawatts of annualized production capacity to be between $200 million and $275 million with completion targeted for June 2028.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"gas-line":{"value":2,"display":"2 of 28 makers adding capacity","level":1,"n_makers":28,"sources":[{"ticker":"DTM","name":"DT Midstream","date":"2026-07-30","quote":"The expansion brings total capacity of LEAP to 2.3 Bcf per day through a combination of incremental compression and looping with an expected in-service date during the second half of 2028.","role":"makes","kind":"maker","what":"LEAP capacity","how_much":"total capacity of LEAP to 2.3 Bcf per day","online":"during the second half of 2028"},{"ticker":"ET","name":"Energy Transfer LP","date":"2026-05-05","quote":"In February, our intrastate power team added connections to serve three new power plant loads in the state of Oklahoma. We have since added a fourth connection for a total of approximately 300 million cubic feet per day of new gas supply.","role":"makes","kind":"maker","what":"connections to serve new power plant loads (new gas supply)","how_much":"approximately 300 million cubic feet per day","where":"Oklahoma","online":"In February; since added a fourth connection"},{"ticker":"NFG","name":"NFG","date":"2026-04-30","quote":"it adds 94,000 dekatherms a day of incremental transportation capacity, all of which was subscribed under a long-term contract with an investment-grade counterparty","role":"sees","kind":"other","what":"incremental transportation capacity","how_much":"94,000 dekatherms a day"},{"ticker":"PNW","name":"Pinnacle West Capital","date":"2026-02-25","quote":"Transwestern's Southwest Desert Pipeline expansion, which has recently been upsized from 42 to 48 inches due to strong regional demand.","role":"sees","kind":"other","what":"Southwest Desert Pipeline expansion (pipeline capacity)","how_much":"upsized from 42 to 48 inches","where":"Southwest Desert Pipeline","adder":"Transwestern"}],"history":[{"q":"2025Q4","value":3,"level":1,"n":794,"makers":3,"others":2,"display":"3 of 28 makers adding capacity"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":2,"display":"None of the 28 makers said so; 2 other companies mention new capacity for power plant loads"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":1,"display":"1 of 28 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":0,"display":"1 of 28 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":28,"share_of_makers":0.07,"others":2,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["DTM","ET"]},"biggest":{"ticker":"DTM","name":"DT Midstream","date":"2026-07-30","what":"LEAP capacity","how_much":"total capacity of LEAP to 2.3 Bcf per day","where":null,"online":"during the second half of 2028","quote":"The expansion brings total capacity of LEAP to 2.3 Bcf per day through a combination of incremental compression and looping with an expected in-service date during the second half of 2028.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"generators":{"value":4,"display":"4 of 10 makers adding capacity","level":2,"n_makers":10,"sources":[{"ticker":"CYD","name":"China Yuchai International","date":"2026-08-07","quote":"we had the capacity expansion program at the end of 2024, so that it was complete last year. So we had about -- increasing about 700 unit capacity for the high horsepower.","role":"makes","kind":"maker","what":"high horsepower engine","how_much":"about 700 unit capacity","online":"complete last year"},{"ticker":"CMI","name":"Cummins","date":"2026-08-04","quote":"we announced, of course, the additional investment in capacity, 20 gigawatt incremental capacity across basically all of our plants and our supply chain. And we'll see some of that coming online next year.","role":"makes","kind":"maker","what":"power generation capacity","how_much":"20 gigawatt incremental capacity","where":"across basically all of our plants and our supply chain","online":"some of that coming online next year"},{"ticker":"GNRC","name":"Generac","date":"2026-07-29","quote":"we believe we now have a path over the next 12 months to triple our production capacity from our original year-end 2026 target of $1.25 billion.","role":"makes","kind":"maker","what":"large megawatt generators","how_much":"triple our production capacity from our original year-end 2026 target of $1.25 billion","where":"existing and planned global footprint","online":"over the next 12 months"},{"ticker":"CAT","name":"Caterpillar","date":"2026-01-29","quote":"We're also on track in our multiyear effort to double our large engine capacity and more than double our industrial gas turbine capacity. As we've discussed, the additional capacity will serve a broad range of applications, and the phasing will occur between now and 2030.","role":"makes","kind":"maker","what":"large engines","how_much":"double our large engine capacity","online":"between now and 2030"},{"ticker":"FTK","name":"FTK","date":"2026-05-06","quote":"most are sold out for the next three years and are doubling or tripling capacity","role":"sees","kind":"other","what":"engines","how_much":"doubling or tripling","adder":"OEM engine providers"},{"ticker":"RYCEY","name":"RYCEY","date":"2026-02-26","quote":"we are effectively power gen -- effectively, we are doubling power gen capacity. We have some plants -- we call them system plants like Mankato is in that category, then the engine plants, Aiken in that category. So we are actually doubling the capacity of both","role":"sees","kind":"other","what":"power gen capacity (gensets with control systems)","how_much":"doubling the capacity of both","where":"Mankato and Aiken"}],"history":[{"q":"2025Q4","value":4,"level":2,"n":794,"makers":4,"others":0,"display":"4 of 10 makers adding capacity"},{"q":"2026Q1","value":4,"level":2,"n":912,"makers":4,"others":1,"display":"4 of 10 makers adding capacity"},{"q":"2026Q2","value":2,"level":1,"n":1706,"makers":2,"others":2,"display":"2 of 10 makers adding capacity"},{"q":"2026Q3","value":3,"level":2,"n":478,"makers":3,"others":1,"display":"3 of 10 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":4,"of_makers":10,"share_of_makers":0.4,"others":4,"signal":4,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["CAT","CMI","CYD","GNRC"]},"biggest":{"ticker":"GNRC","name":"Generac","date":"2026-07-29","what":"large megawatt generators","how_much":"triple our production capacity from our original year-end 2026 target of $1.25 billion","where":"existing and planned global footprint","online":"over the next 12 months","quote":"we believe we now have a path over the next 12 months to triple our production capacity from our original year-end 2026 target of $1.25 billion.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"gpu":{"value":0,"display":"None of the 8 makers said so; 3 other companies mention new capacity for AI cloud/compute capacity","level":0,"n_makers":8,"sources":[{"ticker":"NBIS","name":"Nebius","date":"2026-05-13","quote":"These investments unlock growth by increasing capacity substantially from Q2 to Q3","role":"sees","kind":"other","what":"AI cloud/compute capacity (not further specified)","how_much":"substantially","online":"Q2 to Q3"},{"ticker":"TEL","name":"TE Connectivity","date":"2026-07-22","quote":"Clearly where you have that increased capacity going in for chips that are all driven by AI, clearly that's a really good position they have, and we will benefit from that through that position that they have, and we're going to build on.","role":"sees","kind":"other","what":"chips that are all driven by AI"},{"ticker":"GRRR","name":"Gorilla Technology","date":"2026-05-28","quote":"We're building GPU capacity.","role":"sees","kind":"other","what":"GPU capacity"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":1,"display":"None of the 8 makers said so; 1 other company mentions new capacity for AI cloud / GPU capacity"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":2,"display":"None of the 8 makers said so; 2 other companies mention new capacity for AI cloud/compute capacity"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":1,"display":"None of the 8 makers said so; 1 other company mentions new capacity for chips that are all driven by AI","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":8,"share_of_makers":0.0,"others":3,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"grid":{"value":4,"display":"4 of 35 makers adding capacity","level":1,"n_makers":35,"sources":[{"ticker":"NEE","name":"NextEra Energy","date":"2026-07-24","quote":"During the quarter, it energized a new transmission line in New Mexico to strengthen the grid in a growing part of the state, demonstrating why it is one of America's leading independent electric transmission companies. The team delivered the 137-mile, 345 kV line ahead of schedule and on budget.","role":"makes","kind":"maker","what":"electric transmission service (345 kV transmission line)","how_much":"137-mile, 345 kV","where":"New Mexico","online":"during the quarter, ahead of schedule"},{"ticker":"ACA","name":"Arcosa","date":"2026-05-01","quote":"With 2 of our 4 wind tower plants under active conversion to produce utility structures, Arcosa will be well positioned to deliver strong returns on the capital invested in the wind business while retaining a great optionality to further expand capacity for utility poles if demand continues to strengthen.","role":"makes","kind":"maker","what":"utility structures","how_much":"2 of our 4 wind tower plants"},{"ticker":"IDA","name":"IDACORP","date":"2026-04-30","quote":"If all continues to go as planned, customers will be served by three new large transmission lines on our system by 2028, bringing with them the benefits of access to diverse markets and transmission wheeling revenue.","role":"makes","kind":"maker","what":"three new large transmission lines","how_much":"three new large transmission lines","where":"on our system","online":"by 2028"},{"ticker":"CNP","name":"CenterPoint Energy","date":"2026-04-23","quote":"we have increased import capacity, primarily through the 765 kV lines that really will start to come online in '31 and '32","role":"makes","kind":"maker","what":"import capacity","where":"greater Houston region","online":"'31 and '32"},{"ticker":"ENB","name":"Enbridge","date":"2026-07-31","quote":"at the Utility, we're building the T15 line, which supports about 2.5 gigawatts of power in North Carolina.","role":"sees","kind":"other","what":"power line","how_much":"about 2.5 gigawatts of power","where":"North Carolina"},{"ticker":"MTZ","name":"MasTec","date":"2026-07-31","quote":"Where we see really strong long term demand and significant expansion of the grid. New transmission lines, substations, and upgrades across the system.","role":"sees","kind":"other","what":"grid transmission capacity (transmission lines, substations, upgrades)","how_much":"significant expansion","where":"across the system"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":1,"display":"None of the 35 makers said so; 1 other company mentions new capacity for valve modules"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":2,"display":"None of the 35 makers said so; 2 other companies mention new capacity for utility-scale transmission lines"},{"q":"2026Q2","value":3,"level":1,"n":1706,"makers":3,"others":2,"display":"3 of 35 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":3,"display":"1 of 35 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":4,"of_makers":35,"share_of_makers":0.11,"others":6,"signal":4,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["ACA","CNP","IDA","NEE"]},"biggest":{"ticker":"NEE","name":"NextEra Energy","date":"2026-07-24","what":"electric transmission service (345 kV transmission line)","how_much":"137-mile, 345 kV","where":"New Mexico","online":"during the quarter, ahead of schedule","quote":"During the quarter, it energized a new transmission line in New Mexico to strengthen the grid in a growing part of the state, demonstrating why it is one of America's leading independent electric transmission companies. The team delivered the 137-mile, 345 kV line ahead of schedule and on budget.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"hall-building":{"value":0,"display":"None of the 10 makers said so; 2 other companies mention new capacity for insulated metal panels, doors and door","level":0,"n_makers":10,"sources":[{"ticker":"NUE","name":"Nucor","date":"2026-04-28","quote":"When we talk about insulated metal panels, our doors and door technologies, the towers and structures, greenfield plants, that we're building that, again, we are incredibly excited about what they're bringing to the table.","role":"sees","kind":"other","what":"insulated metal panels, doors and door technologies, towers and structures","how_much":"greenfield plants"},{"ticker":"AMRZ","name":"Amrize","date":"2026-08-07","quote":"In Building Envelope, we are making progress on our new Malarkey Shingles Plant in Indiana. This new plant will be state-of-the-art and will allow us to expand our footprint into highly attractive Midwest and Eastern markets.","role":"sees","kind":"other","what":"shingles","where":"Indiana"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":1,"display":"None of the 10 makers said so; 1 other company mentions new capacity for insulated metal panels, doors and door"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":1,"display":"None of the 10 makers said so; 1 other company mentions new capacity for shingles","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":10,"share_of_makers":0.0,"others":2,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"interposer":{"value":1,"display":"1 of 3 makers adding capacity","level":0,"n_makers":3,"sources":[{"ticker":"AMKR","name":"Amkor Technology","date":"2026-02-09","quote":"expanding advanced packaging capacity in Korea and Taiwan","role":"makes","kind":"maker","what":"advanced packaging","where":"Korea and Taiwan"},{"ticker":"VECO","name":"Veeco Instruments","date":"2026-08-05","quote":"During 2027, we plan to more than double capacity in advanced packaging and silicon photonics.","role":"sees","kind":"other","what":"advanced packaging and silicon photonics","how_much":"more than double capacity","where":"East Coast (internal); Southeast Asia (contract manufacturers)","online":"During 2027"},{"ticker":"BESIY","name":"BE Semiconductor","date":"2026-02-19","quote":"many new advanced packaging fabs are planned globally","role":"sees","kind":"other","what":"advanced packaging","how_much":"many","where":"globally"},{"ticker":"Q","name":"Qnity Electronics","date":"2026-08-04","quote":"customer expansions that are taking place, particularly in advanced packaging that are adding that capacity to the highest value areas","role":"sees","kind":"other","what":"advanced packaging","adder":"customers"},{"ticker":"CAMT","name":"Camtek","date":"2026-05-12","quote":"the OSAT domain which is currently undergoing a significant wave of investment in advanced packaging, particularly for AI-related capacity expansion","role":"sees","kind":"other","what":"advanced packaging (for AI-related)","adder":"OSAT domain"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"others":0,"display":"1 of 3 makers adding capacity"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"others":2,"display":"1 of 3 makers adding capacity"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":2,"display":"None of the 3 makers said so; 2 other companies mention new capacity for advanced packaging"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":2,"display":"None of the 3 makers said so; 2 other companies mention new capacity for advanced packaging","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":3,"share_of_makers":0.33,"others":4,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["AMKR"]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"materials-yard":{"value":10,"display":"10 of 17 makers adding capacity","level":3,"n_makers":17,"sources":[{"ticker":"AMRZ","name":"Amrize","date":"2026-08-07","quote":"We have completed a 660,000 ton capacity expansion at our flagship cement plant in Missouri, the largest market-leading plant in North America.","role":"makes","kind":"maker","what":"cement","how_much":"660,000 tons","where":"Missouri","online":"completed"},{"ticker":"KNF","name":"Knife River","date":"2026-05-05","quote":"we spent $209 million on growth initiatives, including $174 million on the 3 acquisitions mentioned earlier and $35 million on aggregate expansions and greenfield projects.","role":"makes","kind":"maker","what":"aggregates","how_much":"$35 million"},{"ticker":"VMC","name":"Vulcan Materials Company","date":"2026-04-29","quote":"we've got 3 new plants coming online, 1 in Arizona, 1 in Texas and 1 in South Carolina","role":"makes","kind":"maker","what":"not specified (new plants)","how_much":"3 new plants","where":"Arizona, Texas, South Carolina","online":"this year"},{"ticker":"STLD","name":"Steel Dynamics","date":"2026-07-21","quote":"constructing and commissioning an incredible facility in industry-leading time","role":"makes","kind":"maker","what":"not stated (facility/mill)","online":"constructing and commissioning in industry-leading time"},{"ticker":"CMC","name":"Commercial Metals Company","date":"2026-06-25","quote":"Meanwhile, progress at Steel West Virginia is continuing, and we look forward to hot commissioning our newest micro mill later this summer.","role":"makes","kind":"maker","what":"steel","where":"West Virginia","online":"later this summer"},{"ticker":"EXP","name":"Eagle Materials","date":"2026-05-19","quote":"we expect commissioning of the new kiln line to begin in late calendar 2026","role":"makes","kind":"maker","what":"cement (new kiln line)","where":"Mountain Cement plant","online":"late calendar 2026"}],"history":[{"q":"2025Q4","value":5,"level":2,"n":794,"makers":5,"others":2,"display":"5 of 17 makers adding capacity"},{"q":"2026Q1","value":4,"level":1,"n":912,"makers":4,"others":4,"display":"4 of 17 makers adding capacity"},{"q":"2026Q2","value":7,"level":2,"n":1706,"makers":7,"others":1,"display":"7 of 17 makers adding capacity"},{"q":"2026Q3","value":2,"level":1,"n":478,"makers":2,"others":1,"display":"2 of 17 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":10,"of_makers":17,"share_of_makers":0.59,"others":6,"signal":10,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["AMRZ","CMC","CRH","EXP","GGB","KNF","NUE","STLD","TTAM","VMC"]},"biggest":{"ticker":"AMRZ","name":"Amrize","date":"2026-08-07","what":"cement","how_much":"660,000 tons","where":"Missouri","online":"completed","quote":"We have completed a 660,000 ton capacity expansion at our flagship cement plant in Missouri, the largest market-leading plant in North America.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"memory":{"value":1,"display":"1 of 1 maker adding capacity","level":4,"n_makers":1,"sources":[{"ticker":"MU","name":"Micron Technology","date":"2026-06-24","quote":"This includes our significant investments in US leading edge DRAM manufacturing, with our ID 1 and ID2 fabs in Idaho whose construction is well underway as well as the first of our New York fab cluster where we broke ground in January this year. ID1 is on track for first wafer output in mid calendar 27.","role":"makes","kind":"maker","what":"leading edge DRAM","how_much":"ID 1 and ID2 fabs in Idaho; first of New York fab cluster","where":"Idaho and New York, US","online":"ID1 first wafer output mid calendar 27; New York broke ground in January this year; ID2 construction well underway"},{"ticker":"ENTG","name":"Entegris","date":"2026-04-30","quote":"selective but substantial global capacity additions and pull forwards, primarily in leading-edge logic and memory","role":"sees","kind":"other","what":"leading-edge logic and memory","how_much":"selective but substantial","where":"global"},{"ticker":"KLAC","name":"KLA","date":"2026-04-29","quote":"If you look at 2027, obviously, you've got a lot of new fab projects out of greenfield activity, both on the logic side and memory. I think you'll also see some greenfield activity in flash.","role":"sees","kind":"other","what":"logic, memory, and flash chips (greenfield fab projects)","how_much":"a lot (logic/memory); some (flash)","online":"2027"},{"ticker":"ACLS","name":"Axcelis Technologies","date":"2026-02-17","quote":"So if you think about the Yongin cluster, for example, with SK hynix, it's going to be 4 mega fabs of 200,000 wafer starts a week and that's where they've been investing a lot of money for quite some time. So they've got the CapEx going into building the fabs and then they'll be looking in, I think, early 2027, for example, for taking systems to then start ramping up that factory.","role":"sees","kind":"other","what":"DRAM","how_much":"4 mega fabs of 200,000 wafer starts a week","where":"Yongin cluster","online":"early 2027","adder":"SK hynix"},{"ticker":"KEYS","name":"Keysight Technologies","date":"2026-08-18","quote":"ongoing capacity expansion for advanced nodes, high-bandwidth memory and silicon photonics","role":"sees","kind":"other","what":"high-bandwidth memory"},{"ticker":"AMAT","name":"Applied Materials","date":"2026-08-13","quote":"As we look ahead to the second half of the calendar year, we expect a very significant increase in DRAM revenues as our customers begin to expand clean room capacity.","role":"sees","kind":"other","what":"DRAM clean room capacity","online":"second half of the calendar year","adder":"our customers"}],"history":[{"q":"2025Q4","value":1,"level":4,"n":794,"makers":1,"others":5,"display":"1 of 1 maker adding capacity"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":7,"display":"None of the 1 makers said so; 7 other companies mention new capacity for DRAM"},{"q":"2026Q2","value":1,"level":4,"n":1706,"makers":1,"others":6,"display":"1 of 1 maker adding capacity"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":6,"display":"None of the 1 makers said so; 6 other companies mention new capacity for memory fab capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":1,"share_of_makers":1.0,"others":12,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["MU"]},"biggest":{"ticker":"MU","name":"Micron Technology","date":"2026-06-24","what":"leading edge DRAM","how_much":"ID 1 and ID2 fabs in Idaho; first of New York fab cluster","where":"Idaho and New York, US","online":"ID1 first wafer output mid calendar 27; New York broke ground in January this year; ID2 construction well underway","quote":"This includes our significant investments in US leading edge DRAM manufacturing, with our ID 1 and ID2 fabs in Idaho whose construction is well underway as well as the first of our New York fab cluster where we broke ground in January this year. ID1 is on track for first wafer output in mid calendar 27.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. 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So I shared last quarter that within Malaysia, we opened a new facility within Malaysia. Second facility in Penang, Malaysia.","role":"makes","kind":"maker","what":"transceiver assembly and test","how_much":"second facility in Penang, Malaysia","where":"Penang, Malaysia","online":"last quarter (opened)"},{"ticker":"LITE","name":"Lumentum","date":"2026-02-03","quote":"You know, what we are saying is now we have line of sight to more capacity increases through the next four quarters, meaning probably the second half of 2026, calendar 2026 into early 2027, by virtue of the improvements that we continue to see in Sagamihara. 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We expect initial wafer output from this fab in 2028.","role":"sees","kind":"other","what":"NAND","where":"Singapore site","online":"2028"},{"ticker":"VECO","name":"Veeco Instruments","date":"2026-02-25","quote":"in the data storage market, we see customers expanding capacity, increasing CapEx spend and adopting Heat-Assisted Magnetic Recording","role":"sees","kind":"other","what":"data storage capacity (in the data storage market, with HAMR adoption)","adder":"customers in the data storage market"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":3,"display":"None of the 8 makers said so; 3 other companies mention new capacity for not stated"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":4,"display":"None of the 8 makers said so; 4 other companies mention new capacity for NAND"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":1,"display":"1 of 8 makers adding capacity"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":2,"display":"None of the 8 makers said so; 2 other companies mention new capacity for NAND","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":8,"share_of_makers":0.12,"others":6,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["SNDK"]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"substation":{"value":2,"display":"2 of 6 makers adding capacity","level":2,"n_makers":6,"sources":[{"ticker":"SXI","name":"Standex International","date":"2026-07-31","quote":"In Mexico, we have freed up space in our existing facility to produce low-voltage instrument transformers, adding approximately $25 million in annual capacity by fiscal 2030.","role":"makes","kind":"maker","what":"low-voltage instrument transformers","how_much":"approximately $25 million in annual capacity","where":"Mexico","online":"by fiscal 2030"},{"ticker":"GEV","name":"GE Vernova","date":"2026-04-22","quote":"These advances are helping us meet the growing demand for transformers as we accelerate the ramp in capacity to grow this business.","role":"makes","kind":"maker","what":"transformers"},{"ticker":"MTZ","name":"MasTec","date":"2026-07-31","quote":"Where we see really strong long term demand and significant expansion of the grid. New transmission lines, substations, and upgrades across the system.","role":"sees","kind":"other","what":"grid transmission capacity (transmission lines, substations, upgrades)","how_much":"significant expansion","where":"across the system"},{"ticker":"WLDN","name":"Willdan","date":"2026-02-26","quote":"we are now breaking ground on a $38 million project to design and manage the construction of an interconnect substation that powers a new data center in Phoenix, Arizona.","role":"sees","kind":"other","what":"new data center (with interconnect substation)","how_much":"$38 million project","where":"Phoenix, Arizona","adder":"Menlo Digital"},{"ticker":"SMEGF","name":"Siemens Energy","date":"2026-02-11","quote":"And this is part of a broader EUR 260 million expansion program aimed at doubling regional transformer capacity to 45,000 MVA by 2031.","role":"sees","kind":"other","what":"regional transformer capacity (transformers)","how_much":"EUR 260 million expansion program; doubling regional transformer capacity to 45,000 MVA","online":"by 2031"},{"ticker":"EXC","name":"Exelon","date":"2026-07-30","quote":"Projects such as the White Flint Substation are tangible examples of work being done to increase capacity, reduce outage risk, and support long-term growth and economic development in the communities we serve.","role":"sees","kind":"other","what":"electric capacity (substation)","where":"White Flint"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":2,"display":"None of the 6 makers said so; 2 other companies mention new capacity for gas Services and Grid Technology"},{"q":"2026Q1","value":1,"level":0,"n":912,"makers":1,"others":2,"display":"1 of 6 makers adding capacity"},{"q":"2026Q2","value":1,"level":0,"n":1706,"makers":1,"others":1,"display":"1 of 6 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":2,"display":"1 of 6 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":2,"of_makers":6,"share_of_makers":0.33,"others":4,"signal":2,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["GEV","SXI"]},"biggest":{"ticker":"SXI","name":"Standex International","date":"2026-01-30","what":"instrument transformers (grid)","how_much":"more than double the capacity in 3 to 5 years","where":"Croatia","online":null,"quote":"we'll more than double the capacity with the addition of the Croatia site","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"substrate":{"value":0,"display":"None of the 0 makers said so; 1 other company mentions new capacity for flip chip BGA substrates","level":0,"n_makers":0,"sources":[{"ticker":"SHMD","name":"SCHMID","date":"2026-08-25","quote":"This is what I mentioned with flip-chip BGA substrates. And in the first quarter of 26, big substrate manufacturer were making plans to stop and stop the incremental investments and made plans for staged investment through new factories. And this took some time in Q1, and they made it on the way in Q2, and this is what we currently recognize These new factories are being built and are being equipped with new equipment. And this is what we started to recognize in the late Q2 and already in Q3.","role":"sees","kind":"other","what":"flip chip BGA substrates","online":"second half of 26; late Q2 and already in Q3"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":1,"display":"None of the 0 makers said so; 1 other company mentions new capacity for curamik"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":1,"display":"None of the 0 makers said so; 1 other company mentions new capacity for flip chip BGA substrates"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":1,"display":"None of the 0 makers said so; 1 other company mentions new capacity for flip chip BGA substrates","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":0,"share_of_makers":null,"others":1,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"telecom-tower":{"value":0,"display":"None of the 6 makers said so; 1 other company mentions new capacity for additional radios and tower loading","level":0,"n_makers":6,"sources":[{"ticker":"CCI","name":"CCI","date":"2026-04-22","quote":"additional capacity where spectrum is available to add additional radios and tower loading on individual towers in which they're installed today","role":"sees","kind":"other","what":"additional radios and tower loading","where":"on individual towers","adder":"operators"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":1,"display":"None of the 6 makers said so; 1 other company mentions new capacity for network capacity"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":1,"display":"None of the 6 makers said so; 1 other company mentions new capacity for additional radios and tower loading"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":0,"display":"No new capacity mentioned","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":6,"share_of_makers":0.0,"others":1,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"tenants":{"value":0,"display":"None of the 25 makers said so; 17 other companies mention new capacity for AI data centers","level":0,"n_makers":25,"sources":[{"ticker":"CEG","name":"Constellation Energy","date":"2026-08-06","quote":"the vast majority of the data centers that are anticipated are still at some stage of construction and not on the grid","role":"sees","kind":"other","what":"data centers","how_much":"vast majority of the data centers that are anticipated","online":"still at some stage of construction and not on the grid"},{"ticker":"SO","name":"The Southern Company","date":"2026-07-30","quote":"Led by several new data center facilities in Alabama, and a new Amazon warehouse in Georgia.","role":"sees","kind":"other","what":"data center facilities","how_much":"several new data center facilities","where":"Alabama"},{"ticker":"SEI","name":"Solaris Energy Infrastructure","date":"2026-02-25","quote":"including the rapid commissioning of multiple large data centers.","role":"sees","kind":"other","what":"data centers","how_much":"multiple large"},{"ticker":"SLB","name":"Slb","date":"2026-01-23","quote":"Doubling our capacity to respond to the pipeline and to respond to the backlog we have. And we continue to be expanding both in terms of scope, in terms of around this manufacturing design capability for modular data center solutions.","role":"sees","kind":"other","what":"modular data center solutions","how_much":"doubling"},{"ticker":"CGNX","name":"Cognex","date":"2026-08-06","quote":"the very aggressive build-out of new facilities and in particularly very high-tech AI-oriented facilities","role":"sees","kind":"other","what":"not stated; described as high-tech AI-oriented facilities"},{"ticker":"NTCT","name":"NetScout Systems","date":"2026-08-06","quote":"there's some supply chain challenges out there resulting from these AI data center build-out.","role":"sees","kind":"other","what":"AI data centers"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":2,"display":"None of the 25 makers said so; 2 other companies mention new capacity for capacity"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":5,"display":"None of the 25 makers said so; 5 other companies mention new capacity for data center construction and hyperscale"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":6,"display":"None of the 25 makers said so; 6 other companies mention new capacity for AI data centers"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":6,"display":"None of the 25 makers said so; 6 other companies mention new capacity for AI data centers","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":25,"share_of_makers":0.0,"others":17,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"tor":{"value":1,"display":"1 of 4 makers adding capacity","level":0,"n_makers":4,"sources":[{"ticker":"ANET","name":"Arista Networks","date":"2026-08-04","quote":"innovation for new AI products and capacity across our factories, we are making significant improvements and in significant capacity increases across our supply chain.","role":"makes","kind":"maker","what":"new AI products","how_much":"significant capacity increases","where":"our factories"},{"ticker":"CLS","name":"Celestica","date":"2026-07-28","quote":"But we're making expansions in Japan at the request of our customers as well and moving some switching business into Japan","role":"sees","kind":"other","what":"switching business","where":"Japan"},{"ticker":"SMCI","name":"Super Micro Computer","date":"2026-05-05","quote":"Again, our capacity now is very huge, but we continue to grow our capacity because we like to make sure ourselves ready for a new generation of data center need for the industry. For example, a much higher density in power and computing density and also in photonics technology and new generation of switch. So we are preparing all of that. And some of the new facility indeed was paired with clean room. So to make sure we are able to provide exactly the best liquid cooling, the best communication bandwidth and minimize the power consumption for the new generation data center need. So although our capacity is already big, but we continue to build more capacity.","role":"sees","kind":"other","what":"new-generation data center capacity (higher power/computing density, photonics technology, new generation of switch, liquid cooling, communication bandwidth)","where":"new facility paired with clean room; location not stated"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":1,"display":"None of the 4 makers said so; 1 other company mentions new capacity for google's custom silicon TPU systems and"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":1,"display":"None of the 4 makers said so; 1 other company mentions new capacity for new-generation data center capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":1,"display":"1 of 4 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":4,"share_of_makers":0.25,"others":2,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["ANET"]},"biggest":{"ticker":"ANET","name":"Arista Networks","date":"2026-08-04","what":"new AI products","how_much":"significant capacity increases","where":"our factories","online":null,"quote":"innovation for new AI products and capacity across our factories, we are making significant improvements and in significant capacity increases across our supply chain.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"towers":{"value":0,"display":"None of the 0 makers said so; 1 other company mentions new capacity for olympusMAX","level":0,"n_makers":0,"sources":[{"ticker":"SPXC","name":"SPX Technologies","date":"2026-07-30","quote":"As a reminder, we make the OlympusMAX in both Olathe, our core main cooling facility, as well as the new Madison facility where we have just started assembling there.","role":"sees","kind":"other","what":"OlympusMAX","where":"Madison"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q1","value":0,"level":0,"n":912,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q2","value":0,"level":0,"n":1706,"makers":0,"others":0,"display":"No new capacity mentioned"},{"q":"2026Q3","value":0,"level":0,"n":478,"makers":0,"others":1,"display":"None of the 0 makers said so; 1 other company mentions new capacity for olympusMAX","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":0,"of_makers":0,"share_of_makers":null,"others":1,"signal":0,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":[]},"biggest":null,"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"tray":{"value":4,"display":"4 of 17 makers adding capacity","level":1,"n_makers":17,"sources":[{"ticker":"TSSI","name":"TSS","date":"2026-08-13","quote":"We are in the midst of investing approximately $17 million to build the capacity to support NVIDIA's new Vera Rubin platform. We began this latest round of investment in Q2, and we should be completed in mid-September.","role":"makes","kind":"maker","what":"capacity to support NVIDIA's new Vera Rubin platform","how_much":"approximately $17 million","online":"mid-September"},{"ticker":"SMCI","name":"Super Micro Computer","date":"2026-05-05","quote":"Domestically, we recently announced our largest U.S. site to date, a new DCBBS campus in Silicon Valley, just 1 mile away from our headquarter. This brings our total Bay Area footprint to nearly 4 million square feet, featuring 8 new buildings optimized for innovation, design, production and validation of our next-generation end-to-end data center total solutions.","role":"makes","kind":"maker","what":"next-generation end-to-end data center total solutions","how_much":"8 new buildings; total Bay Area footprint nearly 4 million square feet","where":"Silicon Valley, just 1 mile away from our headquarter","online":"recently announced"},{"ticker":"FLEX","name":"Flex","date":"2026-02-04","quote":"we'll have to continue to add capacity in compute because of AI programs coming into play","role":"makes","kind":"maker","what":"compute capacity"},{"ticker":"CLS","name":"Celestica","date":"2026-01-29","quote":"As a preferred manufacturing partner for Google's Tensor Processing Unit, or TPU systems, Celestica is committed to making long-term investments in both capacity and capabilities both in the United States and across our global footprint, which includes our planned investments to expand manufacturing capacity in 2026 and 2027. These investments are designed to support the scaling of production for current and future generations of Google's custom silicon TPU systems, as well as leading-edge networking technologies.","role":"makes","kind":"maker","what":"Google's custom silicon TPU systems and leading-edge networking technologies","where":"United States and across our global footprint","online":"2026 and 2027"},{"ticker":"ESI","name":"Element Solutions","date":"2026-07-28","quote":"substantial capacity additions at all of our major customers in the leading edge circuit board fabs, my foundries and device assembly devices EMSs.","role":"sees","kind":"other","what":"leading edge circuit board fabs, foundries and device assembly devices EMSs","how_much":"substantial","adder":"our major customers"},{"ticker":"SHMD","name":"SCHMID","date":"2026-05-19","quote":"our key customers who are ramping capacity for especially optical modules and AI server boards","role":"sees","kind":"other","what":"optical modules and AI server boards","adder":"our key customers"}],"history":[{"q":"2025Q4","value":1,"level":0,"n":794,"makers":1,"others":0,"display":"1 of 17 makers adding capacity"},{"q":"2026Q1","value":4,"level":1,"n":912,"makers":4,"others":0,"display":"4 of 17 makers adding capacity"},{"q":"2026Q2","value":2,"level":1,"n":1706,"makers":2,"others":1,"display":"2 of 17 makers adding capacity"},{"q":"2026Q3","value":1,"level":0,"n":478,"makers":1,"others":1,"display":"1 of 17 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":4,"of_makers":17,"share_of_makers":0.24,"others":2,"signal":4,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["CLS","FLEX","SMCI","TSSI"]},"biggest":{"ticker":"TSSI","name":"TSS","date":"2026-08-13","what":"capacity to support NVIDIA's new Vera Rubin platform","how_much":"approximately $17 million","where":null,"online":"mid-September","quote":"We are in the midst of investing approximately $17 million to build the capacity to support NVIDIA's new Vera Rubin platform. We began this latest round of investment in Q2, and we should be completed in mid-September.","basis":"most recent stated size"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"turbines":{"value":5,"display":"5 of 10 makers adding capacity","level":3,"n_makers":10,"sources":[{"ticker":"CAT","name":"Caterpillar","date":"2026-08-04","quote":"Last November, we announced an increase in our new turbine capacity of 2.5x 2024 levels. This capacity will serve oil and gas and power generation applications and be leveraged to provide rebuild and services for our growing installed base for decades to come. To help bring some of this capacity online sooner, we were able to repurpose an existing 250,000 square foot facility in Wamego, Kansas, which previously produced work tools for Cat construction equipment. We converted the facility in under 12 months or substantially less than building a new factory. From Wamego, we now package and ship our PGM130, a product that is popular for data center power generation.","role":"makes","kind":"maker","what":"turbines; PGM130 for data center power generation","how_much":"2.5x 2024 levels; 250,000 square foot facility","where":"Wamego, Kansas","online":"now"},{"ticker":"BKR","name":"Baker Hughes","date":"2026-07-27","quote":"gas turbine capacity actually double from 2026 levels by the end of 2028.","role":"makes","kind":"maker","what":"Power Systems / gas turbine / NovaLT capacity","how_much":"expected $5 billion of annualized revenue capacity by 2029; gas turbine capacity actually double from 2026 levels by the end of 2028","online":"first half of '27 for first incremental NovaLT capacity; builds into 2028; by 2029; NovaLT deliveries beginning in late '28"},{"ticker":"GEV","name":"GE Vernova","date":"2026-07-22","quote":"In gas power, given that we've now reached our 20-gigawatt annualized run rate and are on track for 24 gigawatts in 2028, we now see further opportunity to serve this growing demand with 30 gigawatts of annual output in 2030 in a capital-efficient manner, utilizing lean and incremental machinery in our existing factory footprint, and have already secured significant supply chain capacity, all funded by customer down payments.","role":"makes","kind":"maker","what":"gas power / gas turbines","how_much":"on track for 24 gigawatts in 2028; 30 gigawatts of annual output in 2030","where":"existing factory footprint","online":"2028; 2030"},{"ticker":"HWM","name":"Howmet Aerospace","date":"2026-05-07","quote":"we invested at a higher rate in gas turbines in 2024, but it's very modest, like maybe $30 million more than normal. We kicked that up in 2025 and so saw some modest increase in capacity.","role":"makes","kind":"maker","what":"gas turbines","how_much":"modest increase in capacity; maybe $30 million more than normal investment","online":"2025"},{"ticker":"SEI","name":"Solaris Energy Infrastructure","date":"2026-04-28","quote":"The second was the purchase of 30 turbine delivery slots, providing approximately 500 megawatts of incremental capacity between early 2027 and 2029.","role":"makes","kind":"maker","what":"power generation capacity (via turbine delivery slots)","how_much":"approximately 500 megawatts of incremental capacity","online":"between early 2027 and 2029"},{"ticker":"BW","name":"Babcock & Wilcox Enterprises","date":"2026-08-10","quote":"When the combustion turbines is available, it will basically on the same plot of land, double the output from 1 gigawatt to 2 gigawatts.","role":"sees","kind":"other","what":"power output (electricity)","how_much":"double the output from 1 gigawatt to 2 gigawatts","where":"same plot of land"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":3,"display":"None of the 10 makers said so; 3 other companies mention new capacity for gas Services and Grid Technology"},{"q":"2026Q1","value":3,"level":2,"n":912,"makers":3,"others":2,"display":"3 of 10 makers adding capacity"},{"q":"2026Q2","value":4,"level":2,"n":1706,"makers":4,"others":3,"display":"4 of 10 makers adding capacity"},{"q":"2026Q3","value":3,"level":2,"n":478,"makers":3,"others":2,"display":"3 of 10 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":5,"of_makers":10,"share_of_makers":0.5,"others":7,"signal":5,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["BKR","CAT","GEV","HWM","SEI"]},"biggest":{"ticker":"CAT","name":"Caterpillar","date":"2026-08-04","what":"turbines; PGM130 for data center power generation","how_much":"2.5x 2024 levels; 250,000 square foot facility","where":"Wamego, Kansas","online":"now","quote":"Last November, we announced an increase in our new turbine capacity of 2.5x 2024 levels. This capacity will serve oil and gas and power generation applications and be leveraged to provide rebuild and services for our growing installed base for decades to come. To help bring some of this capacity online sooner, we were able to repurpose an existing 250,000 square foot facility in Wamego, Kansas, which previously produced work tools for Cat construction equipment. We converted the facility in under 12 months or substantially less than building a new factory. From Wamego, we now package and ship our PGM130, a product that is popular for data center power generation.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. The colour is the share of the part's makers adding capacity to sell; capacity built for a company's own use is left out. The latest quarter is partial."}},"wafer":{"value":1,"display":"1 of 2 makers adding capacity","level":3,"n_makers":2,"sources":[{"ticker":"AXTI","name":"AXT","date":"2026-07-30","quote":"We are committed to doubling our indium phosphide capacity in 2026 and I am pleased to report that we are ahead of the schedule in that effort.","role":"makes","kind":"maker","what":"indium phosphide capacity","how_much":"doubling","where":"China","online":"2026"},{"ticker":"CBRS","name":"Cerebras Systems","date":"2026-08-12","quote":"we've successfully increased our manufacturing capacity and are building up new factories with Flex and Sanmina and expect to increase our manufacturing capacity by more than 10x in 2026 and continue that expansion in 2027","role":"sees","kind":"other","what":"manufacturing capacity (product not specified)","how_much":"more than 10x in 2026","online":"2026 and continue that expansion in 2027"},{"ticker":"LITE","name":"Lumentum","date":"2026-08-11","quote":"we are expanding capacity across our 2 indium phosphide wafer fabs in Japan, qualifying both CW and EML process flows on our newest tools as they come online.","role":"sees","kind":"other","what":"indium phosphide wafers","how_much":"2 fabs","where":"Japan","online":"as they come online"},{"ticker":"TSEM","name":"Tower Semiconductor","date":"2026-08-04","quote":"The full ramp of wafer starts in these investments is anticipated to occur within the fourth quarter of 2026, creating a wafer start capacity over 3x higher than the second quarter silicon photonics revenue shipments with full financial effect anticipated to be in the second quarter of 2027.","role":"sees","kind":"other","what":"silicon photonics","how_much":"wafer start capacity over 3x higher than the second quarter silicon photonics revenue shipments","online":"fourth quarter of 2026"},{"ticker":"ESI","name":"Element Solutions","date":"2026-07-28","quote":"substantial capacity additions at all of our major customers in the leading edge circuit board fabs, my foundries and device assembly devices EMSs.","role":"sees","kind":"other","what":"leading edge circuit board fabs, foundries and device assembly devices EMSs","how_much":"substantial","adder":"our major customers"},{"ticker":"MTSI","name":"MACOM Technology Solutions","date":"2026-05-07","quote":"about a year ago, we talked about increasing the wafer production capacity in our North Carolina fab by 30%. We said that would take 15 months.","role":"sees","kind":"other","what":"wafer production capacity","how_much":"by 30%","where":"North Carolina fab","online":"15 months"}],"history":[{"q":"2025Q4","value":0,"level":0,"n":794,"makers":0,"others":4,"display":"None of the 2 makers said so; 4 other companies mention new capacity for silicon Carbide"},{"q":"2026Q1","value":1,"level":3,"n":912,"makers":1,"others":1,"display":"1 of 2 makers adding capacity"},{"q":"2026Q2","value":1,"level":3,"n":1706,"makers":1,"others":3,"display":"1 of 2 makers adding capacity"},{"q":"2026Q3","value":1,"level":3,"n":478,"makers":1,"others":5,"display":"1 of 2 makers adding capacity","partial":true,"label":"2026Q3 to date"}],"extra":{"makers":1,"of_makers":2,"share_of_makers":0.5,"others":7,"signal":1,"window":["2025Q4","2026Q1","2026Q2","2026Q3"],"who":{"makers":["AXTI"]},"biggest":{"ticker":"AXTI","name":"AXT","date":"2026-07-30","what":"indium phosphide capacity","how_much":"3x","where":null,"online":"this year","quote":"we are about to increase capacity 3x this year.","basis":"largest stated percentage or multiple"},"note":"Counts companies, not statements. 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