Semibuffer

Semibuffer — Dated semiconductor/electronics component supply-risk evidence graph joined to customer BOM and purchase-order exposure. Two separable assets: (a) the curated evidence layer itself — product change notifications (PCNs), dated distributor positions, and manufacturer/fab site events, each stored with its source and as-of date, attached to a named part; (b) the derived exposure layer — which parts and programs a specific buyer class is exposed to, red/yellow/green readiness with the reason chain (severity, confidence, relevance), component liability scoring (bought too much / too li…

Semibuffer offers (Alternative, Supply Chain, Sentiment) — Est. 10K-250K distinct parts under coverage with thousands of dated evidence events and an equal number of forecast/resolution pairs (inferred: each connected BOM runs hundreds to tens of thousands of lines; evidence attaches only 'where a source exists', so event density is materially below part count).

Semiconductor/component shortage nowcasting and lead-time forecasting; BOM risk scoring for hardware and defense/aerospace programs; excess-and-obsolescence (EOL) prediction; ground-truth event labels for training supply-shock models (dated PCN/allocation events with public resolutions); alternative-data signal for public-market exposure to component cycles (revenue-at-risk from parts scarcity for contract manufacturers, auto, industrial and defense OEMs); calibration datasets for forecasting models, because the forecast/resolution pairs are retained.

The data is with 2 years of history.

Coverage spans US, Europe; Semiconductor Materials & Processors & Equipment, Application Software; alternative, supply_chain, sentiment; equities, options.