Semiconductor Industrial Production Index Monthly Data: Dataset Structure and Field Coverage

The number analysts mean by the phrase lives inside the Federal Reserve G.17 Industrial Production - Electronics record: the NAICS 334 (Computer and Electronic Products) slice of the Federal Reserve Board's monthly G.17 release, Industrial Production and Capacity Utilization. Three detailed lines carry their own indexes inside that slice — computers and peripheral equipment (NAICS 3341), communications equipment (NAICS 3342), and semiconductors and related electronic components (NAICS 3344). The 3344 line is the one a chip-fabrication analyst wants.

In the July 2026 reference month, published August 18, 2026, semiconductors and related electronic components printed a seasonally adjusted production index of 191.9 on a 2017=100 base, up 11.9 percent year over year, with capacity utilization of 75.4 and capacity growth of 11.9 percent. The aggregate computer-and-electronic-products line ran at 140.6 (+9.9 percent year over year) with 77.2 percent utilization, communications equipment led at 231.8 (+13.7 percent), and computers and peripherals sat at 183.6 (+7.3 percent). The Board also bundles computers, communications equipment and semiconductors into a single selected high-technology aggregate, so one row summarizes all three lines.

Five steps take an afternoon the first time and minutes every month after:

One research caveat worth keeping in a runbook: during verification the XML zip answered under /releases/g17/data/ while the same filename under /releases/g17/current/ returned HTTP 404, so treat /data/ as the canonical directory and re-check after each annual revision.

In Japan, the JEITA Electronics Shipment & Production Statistics tables track monthly domestic shipments of major consumer electronic equipment in thousand units with year-over-year percent change and a year-to-date total, archived by year back to 2000 at roughly 15–20 product categories per year page. Units shipped, not output deflated — a demand-side read on the same cycle.

Geography and basis differ enough that pairing beats choosing: G.17 covers United States output on a NAICS basis, ONS covers UK Divisions 26 and 27 on an SIC basis, and our side-by-side breaks down that tradeoff line by line.

Three companions cover what a volume index cannot see alone. Orders and inventories come from Census M3 – Manufacturers' Shipments, Inventories & Orders, which tabulates value of shipments, new orders, unfilled orders and inventories down to NAICS 334 detail monthly from January 1992 on the NAICS basis (the survey itself dates to 1957), shipping a bulk CSV of roughly 600,000 rows in the commercial delivery terms.

Component-level stress shows up in distributor stock: Octopart aggregates realtime inventory, pricing and lifecycle status for tens of millions of manufacturer part numbers including historical stock and price trends, which is where allocation pressure surfaces weeks before any government print moves. Together the four series separate volume, bookings, revenue and availability — four different turns of the same cycle.

Two sibling reads extend the picture: semiconductor monthly billings statistics follows the dollar-billings counterpart from SIA and WSTS, and electronics new orders and inventories data walks the Census M3 demand-pressure trio step by step.

• electronic equipment instruments data hub
• best electronic-equipment-instruments datasets
• electronic equipment instruments data for investors and quant researchers