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Wafer area shipped CY00-to-date vs. SIA $
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SMG (Silicon Manufacturing Group) is a sub-group of SEMI tracking wafer area shipped (in millions of square inches of silicon).

The table below compares wafer area shipments against SIA's actual dollars sold.  When these two data sets diverge, this is "news" even if you never see it mentioned in the MSM.

SEMI Millions of square Inches of silicon shipped vs. SIA actual dollar sales.
  SEMI     SIA   SEMI
Qty Total   y-o-y Tot($M)   y-o-y >SIA
08Q4  
08Q3  
08Q2  
08Q1 2,163   3.0% 63.09    3.3%   0.3%
07Q4 2,185   5.6% 66.80    2.4%  -3.2%
07Q3 2,174   4.8% 67.81    5.8%   1.0%
07Q2 2,201 12.0% 59.90    1.0% -11.0%
07Q1 2,100 11.5% 61.08    3.4%   -8.1%
06Q4 2,070 13.4% 65.23    9.0%   -4.4%
06Q3 2,075 18.7% 64.11    9.3%   -9.4%
06Q2 1,966 22.4% 59.34  10.2% -12.3%
06Q1 1,884 28.6% 59.10    7.3% -21.3%
05Q4 1,826 22.9% 59.86    8.6% -14.2%
05Q3 1,748   7.3% 58.67    5.6%   -1.7%
05Q2 1,606  -0.8% 53.87    0.7%    1.5%
05Q1 1,465  -4.2% 55.08  12.7%  16.9%
04Q4 1,486   6.8% 55.10  14.6%    7.8%
04Q3 1,629 24.6% 55.55  28.2%    3.6%
04Q2 1,619 27.2% 53.51  40.5%  13.3%
04Q1 1,529 30.1% 48.86  32.4%    2.3%
03Q4 1,392 22.8% 48.10  28.0%    5.2%
03Q3 1,307   3.5% 43.33  17.5%  14.0%
03Q2 1,273   0.0% 38.09  11.8%  11.8%
03Q1 1,175 16.2% 36.90  14.6%   -1.6%
02Q4 1,134 29.2% 37.58  23.1%   -6.1%
02Q3 1,263 53.3% 36.87  20.6% -32.6%
02Q2 1,273 28.8% 34.06   -1.6% -30.5%
02Q1 1,011 -19.1% 32.20 -25.5%   -6.4%
01Q4    878 -39.4% 30.54 -43.1%   -3.7%
01Q3    824 -43.4% 30.56 -44.7%   -1.3%
01Q2    988 -28.0% 34.62 -31.1%   -3.0%
01Q1 1,250   -1.9% 43.24   -4.4%   -2.5%
00Q4 1,448 53.66  
00Q3 1,457 55.31  
00Q2 1,373 50.22  
00Q1 1,274   45.21