Semi Supply Chain Cascade Risk Analyzer
14 Tickers Multi-Tier
↺ Reset Parameters
⤓ Export CSV
⤓ Export JSON
⚡ Macro Catalyst & Shock Drivers
Scenario: Custom Calibration
Preset Catalyst Scenario
AI Capex Deceleration (-25% Hyperscale)
China Export Restrictions Escalation
Memory & Storage Price Peak Spike
Yield & Wafer Cost Margin Squeeze
Custom Shock Calibration
Macro Rate Shock (+
50
bps)
Downstream Demand Pull (-
15
%)
Fab Lead Time Multiplier (
1.2
x)
🌐 Directed Semiconductor Value Chain Transmission Network
Drag nodes to re-orient • Hover for metrics
Fab Equipment
Packaging/OSAT
Memory/Storage
Optical Interconnect
Connectivity/SerDes
AI Logic/Accelerators
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