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Taiwan requires listed companies to report revenue monthly, so this arrives weeks ahead of quarterly results. Taiwan-listed semiconductors only, weighted toward logic and foundry — it will read lower than SIA global billings when memory prices are driving the cycle.

Revenue change against the same month last year. Monthly revenue, as each company reports it.

Korea is where most of the world's memory ships from, and Samsung and SK Hynix are in neither the Taiwan basket nor any separable line of SIA billings. Customs publishes this monthly, by HS code, so it is the cleanest free read on memory and logic shipments — and it will run ahead of Taiwan when memory pricing leads the cycle.

Change in export value against the same month last year. Value carries price as well as volume — when memory prices are rising, a large increase is not the same as that much more product shipped.

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