A live intelligence layer over the global semiconductor chain: 24 stages, 100+ companies with production shares and customer links, 16 countries — with explainable risk scores and an engine that propagates any event, scenario, or company disruption through the whole graph.
Open the dashboardQuestions that today take an analyst a week of digging — answered visually, with the math shown.
The event lands on the graph, decays over time, and propagates along value-weighted edges: logic/AI → packaging → systems, with named companies and exposure numbers at every hop.
Company Impact Index simulates full disruption: 10 × market share injected at every stage held, propagated through the same engine. Customer-graph view names who buys what percentage.
One tap generates the GP News daily watch: what changed, most-shocked nodes, company exposure leaders, country risk board, watch-next — straight from the model.
Every score decomposes into six source-tagged components — four computed, two declared analyst judgments. No black boxes, because credibility is the product.
Every market share, facility and policy entry carries a citation and date. Missing data says "unavailable" — never guessed.
Official sources (BIS, METI, MOFCOM, company IR) and trusted media, classified and mapped to the graph with confidence labels before anything reaches you.
Engine parameters are backtested against documented episodes — the 2021 substrate shortage, 2023 Ga/Ge licensing, successive export-control rounds.