Datadory notebook
Semiconductor billings by region, delivered as typed rows
Datadory delivers semiconductor billings by region covering the whole reported chip cycle: monthly and quarterly billings for Americas, Europe, Japan, Asia Pacific and Worldwide from January 1986 through June 2026 - roughly $152 billion worldwide in the latest month against about $1.6 billion in January 1986 - with every series also carried as a three-month moving average and twice-yearly forecast releases reaching several years forward, delivered as typed rows daily, weekly, or hourly.
1,744 datasets. Pick your catch.
What semiconductor billings by region actually measure
A regional billing is revenue reported by semiconductor companies and compiled into a consensus figure - money booked, not chips shipped, not end demand. It answers the first question every chip-market model asks: how big is the market this month, in each geography, and which way is it turning.
The record that carries it is WSTS World Semiconductor Trade Statistics - Historical Billings & Forecasts, the industry's own statistics program, where member companies report actual billings that aggregate into the numbers everyone quotes. Datadory rates it 9 out of 10 on the catalog rubric against a 7.81 average across 1,744 datasets, and it is the only semiconductor-native record among the eight pooled semiconductors datasets. Its defining property is provenance: one methodology stretches unbroken across four decades, because the publishers never redefined the regions mid-series.
What do delivered regional billings rows look like?
One region, one period, one measure:
region period measure unit value
Worldwide June 2026 monthly billings 1000 US$ 151934915
Asia Pacific June 2026 monthly billings 1000 US$ 84848976
Americas June 2026 monthly billings 1000 US$ 53250752
Europe June 2026 monthly billings 1000 US$ 8173113
Japan June 2026 monthly billings 1000 US$ 5662074
Worldwide June 2026 three-month moving average 1000 US$ 134447227
Worldwide January 1986 monthly billings 1000 US$ 1645914Two properties in that block carry the analytical weight. First, the fixed regional layout - Americas, Europe, Japan, Asia Pacific, Worldwide - repeats identically under every year header back to 1986, so the whole archive normalizes into one tidy table without a per-year mapping step. Second, the units never move: everything is thousands of US dollars, meaning a 1986 worldwide month (~$1.65 billion) and the June 2026 print (~$152 billion) read off the same scale. That roughly ninety-fold expansion is the industry's growth curve in two rows.
Note what the smoothing row says. Worldwide June 2026 billings landed about $17.5 billion above their own three-month moving average ($152 billion versus $134.4 billion). The raw series carries the timing; the smoothed series carries the direction - and the gap between them is the fastest read available on whether a fresh print is momentum or noise.
Which fields make up the regional dictionary?
Ten verified fields form the core dictionary: the calendar-year block heading, twelve month columns, Q1-Q4 subtotal columns, a Total Year column closing each block, the five regional rows (four regions plus a worldwide total defined so the other four sum to it - they do, to the dollar), and the smoothed companion series. Every field definition travels confirmed against the published layout rather than guessed from headers, with an example value beside it.
| Field or column | What it holds | Why it matters |
|---|---|---|
| Regional row keys | Americas, Europe, Japan, Asia Pacific, Worldwide | Five fixed cuts unchanged since 1986 - shares computed decades ago compute identically now |
| Month columns | January through December per year block | Monthly grain without seasonal adjustment baked in, so you control the deflator |
| Q1-Q4 columns | Quarterly subtotals inside every block | Quarter-matching for earnings models without re-aggregating months |
| Total Year | Full-year total closing each block | Annual framing; drop partial-year totals before any YoY math |
| 3MMA series | Three-month moving average of every row | Separates trend from one-month jumps; the signal layer |
| Unit convention | Thousands of US dollars throughout | Constant scale across four decades - no vintage mixing |
One distinction belongs in writing before anyone joins consumption-side data: the five rows are billing locations, not end-demand locations. A fabless firm books revenue in one geography while its foundry output ships from another, so regional billings measure where money landed, not where silicon was consumed.
What coverage does the regional series carry?
Geography - five fixed cuts that have held steady since 1986. The stability matters more than the count: it is rare in market data and priceless in backtests. The mix has moved anyway. In January 1986 Japan led all regions with $638.5 million of the world total, ahead of the Americas at $555.9 million, Europe at $346.5 million and Asia Pacific last at $105.1 million. By June 2026 Asia Pacific carried about 56 percent of worldwide billings ($84.8 billion) and the Americas about 35 percent ($53.3 billion), while Europe ($8.2 billion) and Japan ($5.7 billion) combined for under 10 percent. Asia Pacific went from smallest region to more than half the market inside forty years.
Temporal - 41 years deep at monthly and quarterly resolution, 1986 through the latest reported month (June 2026 in the current edition), with Q1-Q4 and annual totals in every block. Twice-yearly forecast releases extend several years beyond the present, giving the series a forward tail no other demand input in the pool matches.
Granularity - regional totals, monthly to annual. What the regional core deliberately omits is the product dimension: no country detail below the four regions, no device-family split, no units or pricing - billings only. For country-level depth the pool pairs this record with trade flows; for device families, with the SIA Factbook described below.
How do the four regions compare right now?
The June 2026 print shows how lopsided the split has become. Asia Pacific alone accounted for more than half the world's billings; the Americas contributed roughly a third; Europe and Japan together came in under a tenth. On the smoothed view the ranking is unchanged but the levels sit lower - about $48.2 billion Americas, $73.6 billion Asia Pacific, $7.7 billion Europe, $5.0 billion Japan and $134.4 billion worldwide in three-month moving averages - so reading spot against average immediately tells you May and April ran below June.
Three ratios do most of the work analysts ask of these rows:
- Asia Pacific share of worldwide: 56 percent and rising slowly, but concentrated - it aggregates Taiwan, Korea, China and Southeast Asia into one number, which is exactly why the trade records below matter.
- Americas share: about 35 percent, dominated by design and IP-holding companies booking revenue rather than fabs consuming wafers.
- Spot minus 3MMA: the +$17.5 billion June gap flags a spike worth investigating before annualizing it.
Which datasets pair with the regional billings anchor?
One series rarely settles a chip-market question. The pool puts a shipped-volume cross-check, a country competitiveness panel and distribution-channel firmographics beside the billings anchor - see the pairing table below, or the best semiconductors datasets shortlist that ranks all eight side by side.
OEC Integrated Circuits Trade Profile (HS 8542) adds the bilateral context in one view: $928 billion of 2024 IC flows across roughly 240 economies, exporter rankings led by Chinese Taipei at $223 billion, five-year growth of 8.49 percent, and an archive reaching back decades.
For the product dimension the regional core leaves out, SIA Semiconductor Market Data & Factbook carries 200-plus reporting categories by product family and end use back to 1976 - Discretes, Optoelectronics, Sensors, Analog, Micro, Logic, Memory - with forecasts three years ahead.
And for the channel layer, U.S. Census Bureau Data API - CBP / Economic Census / Wholesale Trade resolves establishment counts, employment and annual payroll for NAICS 423430 computer and peripheral equipment merchant wholesalers down to ZIP code, annually 1986 through 2023, with the 2022 Economic Census wholesale subject series adding sales, gross margin, purchases, inventories and operating expenses by primary function. Regional billings give the Americas demand curve; CBP tells you how many distributor establishments and payroll dollars sit behind it.
How do you turn regional billings into a forecasting input?
Treat the monthly rows as the demand input and the 3MMA rows as the signal. A regional revenue model starts from the five series, uses the smoothed companion to separate trend from one-month jumps - June 2026's $17.5 billion gap between print and average is the textbook case - and extends forward with the twice-yearly projections. Because the archive reaches back to 1986, the same pull supports seasonality estimates and cycle-phase comparisons across earlier downturns, on definitions that never changed underneath you.
Cross-check the cycle against shipped volume. A billings acceleration that shows up in cross-border HS 8542 flows too is real; one that does not is worth a second look before it reaches a forecast. Teams typically join the two on period and economy keys and let the billings series set the denominator.
Add the competitiveness frame. The World Bank High-Technology Exports Indicator gives one comparable number per economy per year - high-tech exports as a share of manufactured exports for 200-plus economies, 2007 to 2024, with China reading 27.77 percent in 2022 against 31.28 percent in 2020 - which turns a regional billings story into a country story.
Request a sample scoped to your regions, window and measures, and the same fields described here arrive as rows with the dictionary attached.
Who builds on regional billings data?
Investors and quants treat the series as the demand input it is - forty-one years of monthly regional revenue feeding revenue forecasts and cycle-timing models, with the 3MMA smoothing out the noise raw months carry.
Market researchers size the market before sizing anything inside it; the worldwide and regional totals are the denominator most semiconductor models start from.
Equipment and materials analysts convert chipmakers' revenue into demand for wafer-processing tools, consumables and process chemicals, using regional billings as the leading indicator for equipment orders in each geography.
Corporate strategy teams lean on the multi-decade history for long-horizon questions about where the industry concentrates - site selection, capacity planning, supply-base geography.
Journalists and academics cite the institutional program because every figure resolves to a named record with stated coverage, which is what makes a chart survive review.
All five groups share one habit: logging region, measure and period with every pull so results reproduce. We handle that in the delivery metadata, so the discipline survives staff turnover.
Why get regional billings through Datadory?
Because the hard part was never the first number - it is the tenth. Units stated in thousands of dollars silently mis-scaled by a factor of a million. Partial-year Total Year columns leaking into year-over-year math. Region definitions assumed to match another publisher's cuts - the SIA presentation splits the world five ways, not four, and merging the two unreconciled produces charts that look plausible and are wrong. Vintages stitched mid-series with silent breaks.
Each is survivable once; none is fun to re-solve in every new project. Datadory handles them upstream of delivery: units normalized on request, partial-period totals flagged, region vocabularies mapped across publishers, join keys stable across editions, and the forecast releases kept as dated vintages beside - never instead of - the history. Everything arrives as typed rows through API responses, scheduled files, or warehouse-native tables, daily, weekly, or hourly - your call.
Name your regions and window when you request a sample and it arrives already cut to that scope. The production feed follows the same shape, so whatever you prototype on the sample survives delivery intact.
Where should you go next?
Start with WSTS World Semiconductor Trade Statistics - Historical Billings & Forecasts sampled to your regions; product-level detail - sample rows, the full field dictionary, coverage chips - lives on its dataset page.
Pick up where this leaves off
Every one of these ships with sample rows before you commit to anything.
WSTS World Semiconductor Trade Statistics — Historical Billings & Forecasts
UN Comtrade Plus TradeFlow — Electrical Machinery & Instruments (HS 85/90)
OEC Integrated Circuits Trade Profile (HS 8542)
SIA Semiconductor Market Data & Factbook Data
U.S. Census Bureau Data API - CBP / Economic Census / Wholesale Trade
ESTAB · EMP · PAYANN
World Bank High-Technology Exports Indicator
13 documented fields per row …+10 more
Want rows instead of a pitch? Name the datasets.
API, files, or your warehouse. Daily, weekly, or hourly.
Get a sampleQuestions worth asking
What are semiconductor billings by region?
Monthly and quarterly revenue reported by semiconductor companies, aggregated into consensus figures for four fixed cuts - Americas, Europe, Japan and Asia Pacific - plus a Worldwide total defined so the other four sum to it. The series runs from January 1986 through the latest reported month (June 2026 in the current edition), stated in thousands of US dollars, with a three-month moving average carried beside every raw figure.
How far back does regional billings history go?
To January 1986 - roughly $1.65 billion worldwide that month, with Japan then the largest region at about $638.5 million and Asia Pacific the smallest at about $105.1 million. Because the five-row regional layout repeats identically under every year block across four decades, a regional share computed on 1990 data computes identically today.
What are the latest semiconductor billings by region?
June 2026: roughly $151.9 billion worldwide, split about $84.8 billion Asia Pacific, $53.3 billion Americas, $8.2 billion Europe and $5.7 billion Japan. The three-month moving averages run lower - about $134.4 billion worldwide - which is how the same record shows June was a spike above trend rather than a turn.
Can regional billings be cross-checked against shipped volume?
Yes. UN Comtrade Plus TradeFlow carries bilateral flows for HS 8542 integrated circuits and HS 8541 diodes and transistors from 1962 onward at reporter-by-partner grain, with values, weights and CIF/FOB splits per flow. A billings acceleration that also shows up in cross-border IC flows is real; one that does not deserves a second look.
Can I get billings below the four regions, or by product family?
Not from the regional core - it stops at the four cuts plus Worldwide, bills only, no country detail and no device families. Below-region depth comes from the paired trade records (Comtrade Plus and the OEC HS 8542 profile resolve countries bilaterally), and device-family splits come from the SIA Factbook's 200-plus reporting categories back to 1976. Ask for those layers with your sample and they arrive populated.
What does a Datadory sample include?
Real rows cut to your regions, periods and measures, with the field dictionary attached and units normalized if you want billions instead of thousands. Additional layers - device-family splits, country-level trade flows, distributor firmographics - arrive populated on request, and the production feed follows the same shape as the sample, delivered daily, weekly, or hourly.