Liftr Insights

Market intelligence driven by unique data

25%

of S&P Market Cap

75%

Global Coverage

Semiconductors

Intel
AMD
NVIDIA
Xilinx
Ampere *
ARM *

*Pre-IPO

Cloud Service
Providers

3+ Years

of Historical Data for Effective Forecasting

Our proprietary methodology transforms
raw information into reliable data.

At Liftr Insights, we know that understanding the market is essential for your job. Effective market intelligence requires good models, but your models are only effective if you have the right data. You need data that is unique and complete.

The problem is that public cloud providers are now a major consumer of semiconductors and they are deliberately opaque about what they consume, which is frustrating when you can’t get a complete picture.

We believe that knowing what cloud providers deploy is valuable information. We know that surveys and other traditional sources are incomplete because they don’t have the latest data or objective data. We understand that translating public cloud information and attempting to make the information comparable across cloud providers is not easy to do.

That’s why we leveraged our experience in public clouds and semiconductors to standardize publicly available data and produce the unique data your organization seeks. And that’s why we’re a trusted source for market intelligence by top investment firms and Fortune 500 companies.

When the markets were surprised about
Microsoft Cloud growth, Liftr clients were not.

Cloud Revenue Correlation

Ticker Universe

Amazon (AMZN)

Alibaba (BABA)

Google (GOOG)

Microsoft (MSFT)

IBM (IBM)

Oracle (ORCL)

Tencent (TCEHY)

Baidu (BIDU)

Huawei (002502.SZ)

AMD (AMD)

Intel (INTC)

ARM *

Xilinx (XLNX)

NVIDIA (NVDA)

SoftBank (SFTBY)

Applied Materials (AMAT)

Globalfoundries (CHRT)

Taiwan Semiconductor
Manufacturing Company (TSMC)

Samsung (005930.KS)

SK Hynix (000660.KS)

Micron Technology (MU)

Dell Technologies (DELL)

HPE (HPE)

Lenovo (LNVGY)

Foxconn (2354.TW)

Quanta Computer (2382.TW)

Ampere Computing *

* Pre-IPO

Semiconductor Indices

NASDAQ US Smart Semiconductor Index (NQSSSE)

PHLX Semiconductor Index (SOX)

NASDAQ Global Semiconductor Index (GSOX)

MVIS®US Listed Semiconductor 25 Index (MVSMHTR)

S&P Dow Jones U.S. Semiconductors Index (DJUSSC)

Dynamic Semiconductor Intellidex℠ Index (DZE)

ICE Semiconductor Index (ICESEMI)

MSCI World Semiconductors and Semiconductor
Equipment Index (SEMI)

Semiconductor ETFs

VanEck Vectors Semiconductor ETF (SMH)

iShares PHLX Semiconductor ETF (SOXX)

SPDR S&P Semiconductor ETF (XSD)

Invesco Dynamic Semiconductors ETF (PSI)

Invesco PHLX Semiconductor ETF (SOXQ)

First Trust Nasdaq Semiconductor ETF (FTXL)

ProShares Ultra Semiconductors ETF (USD)

S&P Dow Jones U.S. Semiconductors Index (DJUSSC)

Dynamic Semiconductor Intellidex℠ Index (DZE)

ICE Semiconductor Index (ICESEMI)

MSCI World Semiconductors and Semiconductor
Equipment Index (SEMI)

Mutual Funds & Futures

Fidelity Select Semiconductors Portfolio (FSELX)

Fidelity Advisor Semiconductors Fund – Class A
(FELAX)

ProFunds Semiconductor UltraSector Investor Class
(SMPIX)

ICE Semiconductor GTR Index futures contracts

Stop settling for incomplete information and start feeling confident knowing you have reliable, unique data.

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