What changed in the data
Each week below is a diff of the catalog's own data files, not a write-up: it lists only placements, tags, disclosures and filings that actually changed. Most changes are inferred placements being upgraded to disclosed once a source is found, which is the main work on the data. Weeks with no data change are left out. Subscribe with the feed. Last built 2026-10-25.
Week of Oct 19 to Oct 25 (in progress)
2 new companies
New companies: Spectra Logic, Versity
Week of Oct 5 to Oct 11
4 placements gained a source link · 4 changed confidence tag
Confidence upgrades
- Flex on EMS, system integration & rack-level test: inferred → disclosed
- Sanmina on EMS, system integration & rack-level test: inferred → disclosed
- Renesas on Timing, security & misc board silicon: inferred → disclosed
- Sanyo Denki on Fans: inferred → disclosed
Week of Sep 28 to Oct 4
38 placements gained a source link · 38 changed confidence tag · 2 new companies
Confidence upgrades (showing 30 of 38)
- Rogers on Copper-clad laminate & PCB materials: inferred → disclosed
- AMI on BMC & platform firmware: inferred → disclosed
- Insyde on BMC & platform firmware: inferred → disclosed
- GE Vernova on SF6-free: inferred → disclosed
- Hitachi Energy on SF6-free: inferred → disclosed
- Siemens Energy on SF6-free: inferred → disclosed
- Harger on Circuit protection, fuses, surge, grounding: inferred → disclosed
- Mersen on Circuit protection, fuses, surge, grounding: inferred → disclosed
- Prysmian on LV cable, wire, tray, raceway: inferred → disclosed
- Atkore on Tray and supports: inferred → disclosed
- Chatsworth on Tray and supports: inferred → disclosed
- Panduit on Tray and supports: inferred → disclosed
- Fuji Electric on IGBT and SiC modules: inferred → disclosed
- Infineon on IGBT and SiC modules: inferred → disclosed
- Semikron Danfoss on IGBT and SiC modules: inferred → disclosed
- Wolfspeed on IGBT and SiC modules: inferred → disclosed
- ZincFive on NiZn: inferred → disclosed
- C&D on VRLA: inferred → disclosed
- Eos on Grid-scale BESS: inferred → disclosed
- Fluence on Grid-scale BESS: inferred → disclosed
- Hithium on Grid-scale BESS: inferred → disclosed
- Sungrow on Grid-scale BESS: inferred → disclosed
- Wärtsilä on Grid-scale BESS: inferred → disclosed
- Skeleton Technologies on Power smoothing / supercapacitors: inferred → disclosed
- Generac on Backup generation: gensets, fuel systems, HVO: inferred → disclosed
- Mitsubishi Heavy Industries on Backup generation: gensets, fuel systems, HVO: inferred → disclosed
- Rehlko on Backup generation: gensets, fuel systems, HVO: inferred → disclosed
- Rolls-Royce on Backup generation: gensets, fuel systems, HVO: inferred → disclosed
- Pryco on Day tanks and fuel systems: inferred → disclosed
- Miratech on Aftertreatment: inferred → disclosed
Week of Sep 21 to Sep 27
65 placements gained a source link · 66 changed confidence tag · 6 supply tag changes
Supply tag changes
- Leading-edge foundry: untagged → constrained
- 2.5D/3D advanced packaging: untagged → constrained
- ABF / high-layer package substrates: untagged → constrained
- Substrate materials: untagged → constrained
- Fab equipment: untagged → tight
- DRAM: untagged → constrained
Confidence upgrades (showing 30 of 66)
- TSMC on Leading-edge foundry: inferred → reported
- Astera Labs on CXL controllers & memory expanders: inferred → disclosed
- Montage on CXL controllers & memory expanders: inferred → disclosed
- Rambus on CXL controllers & memory expanders: inferred → disclosed
- Samsung Electronics on CXL controllers & memory expanders: inferred → disclosed
- SK Hynix on CXL controllers & memory expanders: inferred → disclosed
- Kioxia on Drives: inferred → disclosed
- Micron on Drives: inferred → disclosed
- Phison on Drives: inferred → disclosed
- Samsung Electronics on Drives: inferred → disclosed
- SanDisk on Drives: inferred → disclosed
- SK Hynix on Drives: inferred → disclosed
- Phison on Controllers: inferred → disclosed
- Silicon Motion on Controllers: inferred → disclosed
- DDN on AI storage systems: inferred → disclosed
- Dell on AI storage systems: inferred → disclosed
- Hammerspace on AI storage systems: inferred → disclosed
- Hitachi Vantara on AI storage systems: inferred → disclosed
- IBM on AI storage systems: inferred → disclosed
- MinIO on AI storage systems: inferred → disclosed
- Everpure on AI storage systems: inferred → disclosed
- Qumulo on AI storage systems: inferred → disclosed
- VAST Data on AI storage systems: inferred → disclosed
- Weka on AI storage systems: inferred → disclosed
- Aces on Board-level connectors & sockets: inferred → disclosed
- Bizlink on Board-level connectors & sockets: inferred → disclosed
- Hirose on Board-level connectors & sockets: inferred → disclosed
- Samtec on Board-level connectors & sockets: inferred → disclosed
- Yamaichi on Board-level connectors & sockets: inferred → disclosed
- Kyocera on Passives: inferred → disclosed
Week of Sep 14 to Sep 20
110 placements gained a source link · 110 changed confidence tag · 1 removed
Confidence upgrades (showing 30 of 110)
- AMD on Merchant GPUs / accelerators: inferred → disclosed
- Nvidia on Merchant GPUs / accelerators: inferred → disclosed
- AMD on Server CPUs: inferred → disclosed
- Nvidia on Server CPUs: inferred → disclosed
- Samsung Electronics on Leading-edge foundry: inferred → disclosed
- Advantest on Semiconductor test & burn-in: inferred → disclosed
- Aehr on Semiconductor test & burn-in: inferred → disclosed
- Cohu on Semiconductor test & burn-in: inferred → disclosed
- FormFactor on Semiconductor test & burn-in: inferred → disclosed
- Technoprobe on Semiconductor test & burn-in: inferred → disclosed
- ASM International on Fab equipment: inferred → disclosed
- ASML on Fab equipment: inferred → disclosed
- KLA on Fab equipment: inferred → disclosed
- Kokusai on Fab equipment: inferred → disclosed
- Lam Research on Fab equipment: inferred → disclosed
- Tokyo Electron on Fab equipment: inferred → disclosed
- Photronics on Masks and blanks: inferred → disclosed
- Entegris on CMP and chemicals: inferred → disclosed
- Resonac on CMP and chemicals: inferred → disclosed
- JX Advanced Metals on Sputtering targets: inferred → disclosed
- Materion on Sputtering targets: inferred → disclosed
- Air Liquide on Gases: inferred → disclosed
- Air Products on Gases: inferred → disclosed
- Taiyo Nippon Sanso on Gases: inferred → disclosed
- Cadence on DCIM, digital twins, capacity planning: inferred → disclosed
- Device42 on DCIM, digital twins, capacity planning: inferred → disclosed
- Hyperview on DCIM, digital twins, capacity planning: inferred → disclosed
- RF Code on DCIM, digital twins, capacity planning: inferred → disclosed
- Sunbird on DCIM, digital twins, capacity planning: inferred → disclosed
- Nvidia on Cluster management & GPU orchestration: inferred → disclosed
Week of Sep 7 to Sep 13
202 placements gained a source link · 202 changed confidence tag · 103 new SEC customer disclosures
New SEC customer disclosures (showing 20 of 103)
- ADS: largest customers (combined), 50.0% of revenue, period 2026-03-31 (10-K)
- Advanced Energy/Artesyn: one customer, 22.0% of revenue, period 2025-12-31 (10-K)
- Archrock: largest customers (combined), 30.0% of receivables, period 2025-12-31 (10-K)
- Arm: largest customers (combined), 42.0% of revenue, period 2026-03-31 (20-F)
- Atkore: one customer, 10.0% of revenue, period 2025-09-30 (10-K)
- Bel Fuse: largest customers (combined), 10.0% of revenue, period 2025-12-31 (10-K)
- Benchmark: one customer, 14.0% of revenue, period 2025-12-31 (10-K)
- Bloom Energy: largest customers (combined), 28.0% of receivables, period 2025-12-31 (10-K)
- Bloom Energy: largest customers (combined), 41.0% of receivables, period 2026-03-31 (10-Q)
- Bloom Energy: largest customers (combined), 37.0% of revenue, period 2026-03-31 (10-Q)
- Bloom Energy: largest customers (combined), 30.0% of revenue, period 2026-06-30 (10-Q)
- Bloom Energy: one customer, 73.0% of revenue, period 2026-06-30 (10-Q)
- Broadcom: one customer, 32.0% of revenue, period 2025-11-02 (10-K)
- BWXT: largest customers (combined), 17.0% of revenue, period 2025-12-31 (10-K)
- Cadence: one customer, 11.0% of receivables, period 2025-12-31 (10-K)
- Camtek: largest customers (combined), 15.0% of revenue, period 2025-12-31 (20-F)
- Celestica: one customer, 10.0% of revenue, period 2025-12-31 (10-K)
- Century: one customer, 10.0% of revenue, period 2025-12-31 (10-K)
- Coherent: one customer, 20.0% of revenue, period 2026-06-30 (10-K)
- Comfort Systems: one customer, 12.8% of revenue, period 2025-12-31 (10-K)
Confidence upgrades (showing 30 of 202)
- Antofagasta on Miners: inferred → disclosed
- First Quantum on Miners: inferred → disclosed
- Freeport on Miners: inferred → disclosed
- Glencore on Miners: inferred → disclosed
- Teck on Miners: inferred → disclosed
- Aurubis on Refining and products: inferred → disclosed
- Mueller Industries on Refining and products: inferred → disclosed
- Southwire on Refining and products: inferred → disclosed
- Wieland on Refining and products: inferred → disclosed
- Alcoa on Aluminum: inferred → disclosed
- Constellium on Aluminum: inferred → disclosed
- Kaiser on Aluminum: inferred → disclosed
- Novelis on Aluminum: inferred → disclosed
- Cleveland-Cliffs on Grain-oriented electrical steel & amorphous cores: inferred → disclosed
- Nippon Steel on Grain-oriented electrical steel & amorphous cores: inferred → disclosed
- Proterial on Grain-oriented electrical steel & amorphous cores: inferred → disclosed
- thyssenkrupp on Grain-oriented electrical steel & amorphous cores: inferred → disclosed
- Lynas on Rare earths & permanent magnets: inferred → disclosed
- MP Materials on Rare earths & permanent magnets: inferred → disclosed
- Neo Performance on Rare earths & permanent magnets: inferred → disclosed
- USA Rare Earth on Rare earths & permanent magnets: inferred → disclosed
- VAC on Rare earths & permanent magnets: inferred → disclosed
- AGC on Specialty glass & glass fiber: inferred → disclosed
- Nippon Electric Glass on Specialty glass & glass fiber: inferred → disclosed
- Nittobo on Specialty glass & glass fiber: inferred → disclosed
- Arkema on Refrigerants & insulating gases: inferred → disclosed
- Air Liquide on Industrial & specialty gases: inferred → disclosed
- Air Products on Industrial & specialty gases: inferred → disclosed
- Linde on Industrial & specialty gases: inferred → disclosed
- Taiyo Nippon Sanso on Industrial & specialty gases: inferred → disclosed