Semiconductor Supply Chain
Updated 4 min ago · 18 monitored assets
Active Drivers
14
+3 today
Risk Flags
2
1 new
Avg. Correlation
0.61
+0.04 (7d)
Monitored Assets
18
unchanged
Target movements
Live pricing · multiple frequenciesTargetIntraday1D1W1M
TSMC (TSM)$187.42
Intraday+0.78%
1D-0.64%
1W-1.89%
1M-5.87%
ASML$891.15
Intraday+1.32%
1D+1.85%
1W+6.77%
1M+0.33%
Nvidia (NVDA)$178.90
Intraday-0.44%
1D-1.85%
1W-3.66%
1M-2.56%
Samsung Electronics₩71,300
Intraday-2.65%
1D-3.55%
1W-1.05%
1M+0.76%
Tool outputs
Live results from every ML tool configured for this agent. Each opens its own dedicated page.
Correlation Intelligence
Live correlation estimates across targeted assets.
| TSMC | ASML | Nvidia | Samsung | |
|---|---|---|---|---|
| TSMC | 1.00 | 0.53 | 0.44 | 0.72 |
| ASML | 0.53 | 1.00 | 0.39 | 0.66 |
| Nvidia | 0.44 | 0.39 | 1.00 | 0.56 |
| Samsung | 0.72 | 0.66 | 0.56 | 1.00 |
High (≥0.70)
Moderate (0.50–0.69)
Low (0.35–0.49)
Weak (<0.35)
Live Event Impact Intelligence
Live ranked events, normalized across sources, tracked through time.
TSMC guides Q4 capex above consensus on AI accelerator demand
+2.4%
Key supplier order backlog stabilizes after two quarters of decline
+1.1%
Export licensing review announced for advanced lithography tools
-1.8%
Peer foundry reports inventory correction nearing completion
Mixed
Event Precedent Intelligence
Semantic search for comparable past events and outcome statistics.
Asset Similarity Intelligence
Securities with similar behavior to your targets.
Evidence Intelligence
Finds evidence that supports or challenges a given thesis.
"Advanced-node capacity constraints support pricing power into 2027."
SupportLead times remain elevated across top three foundries.
ChallengeTwo peer firms guided to capacity additions starting Q3.
Risk Intelligence
Surfaces emerging risk flags across monitored exposures.