What this is
A purpose-built instrument on the semiconductor supply chain — the trade flows in wafer fab equipment, chips, and the upstream materials that feed them; the export-control regime and restricted-party network that governs them; the financials and institutional positioning of the companies that build them; and the language management uses on the earnings calls that decide them — gathered into a single filterable web app.
What you'll find
- Trade flows — monthly US imports and exports for wafer fab equipment, chips, materials and consumables, sliced by HS code, country, customs district. Drives the Atlas and the dashboard trade views.
- Restricted-party screening — every party on the major US export-control and sanctions lists, ~25k entities, refreshed daily and searchable. Drives the Entities view.
- Export-control rules — every recent US export-control rule, proposed rule and notice, with the ECCNs and HS codes named in titles and abstracts extracted so you can filter by what each rule touches. Drives the Rules view.
- Tracked semiconductor issuers — quarterly revenue and full filing history for the public companies that build the supply chain. Drives Companies.
- Institutional positioning — quarterly holdings for a curated 32-fund panel plus every other filer in the US 13F universe, with consensus accumulation / distribution rolled up per name. Drives 13F.
- Tariff exposure — duty rates and Section 301 surcharges applied to import flows for an estimated tariff-cost figure per HS code. Powers the Tariffs estimates.
- Earnings-call language — model-scored sentiment, uncertainty, tone confidence and AI optimism for every scored earnings call on the panel, with the literal passage that produced each number one click away. Drives Language.