Semiconductor Supply Chain Risk Mapper

Maps a portfolio company's or investment thesis' dependency on the AI semiconductor stack — traces HBM (SK Hynix, Samsung, Micron), advanced packaging (TSMC CoWoS), leading-edge lithography (ASML EUV), power (grid interconnects, PPAs), and rare-earth inputs, scores single-source and geopolitical concentration risk, models what a 6-month HBM tightness or a Taiwan tail event does to unit economics, and produces a hedge and diversification playbook