Supply Chain Mapper
Mapping the physical vulnerability of the digital world. The tool models 31 named chokepoints across 6 layers of the semiconductor supply chain — fabrication, materials, equipment, design, advanced packaging and the IP and EDA toolchain — and how each depends on the others.
Set your industry, the chip class you depend on, your sourcing posture and your supply footprint, then choose one of 5 stress scenarios. The map ranks the chokepoints that matter most to that profile, scores each on exposure, substitution difficulty, lead-time pressure and geopolitical pressure, and closes with a snapshot you can take into a meeting: the highest exposures, the first response moves and the questions to put to procurement.
It works at the level of an industry. When you need the same picture drawn against your own suppliers and product lines, with the evidence recorded, that is the Manufacturing Exposure Module.
- Step 1
Set your context
Industry, critical chip class, sourcing posture and supply footprint.
- Step 2
Choose a scenario
Baseline, Taiwan disruption, EUV constraint, HBM shortage or export-control escalation.
- Step 3
Read the ranking
The chokepoints that matter most to your profile, scored and linked to what they depend on.
- Step 4
Take the snapshot
Highest exposures, first response moves and procurement questions, copied or printed.
Select a Node
Click on any supply chain node on the map to analyse its strategic significance and dependencies.
Highest Exposure
Global shutdown of AI accelerators, smartphones, and advanced computing.
Critical shortage of leading-edge processors.
DRAM/NAND shortage affecting data centres and consumer electronics.
First Response Moves
- Map single-source parts
- Confirm qualified alternates
- Review allocation rights
Questions For Procurement
- Which products depend on TSMC below 7nm?
- Which second-source options are qualified today?
- What allocation rights exist during foundry constraint?
Advisory Briefing
£450Ideally the work begins with an Advisory Briefing. Bring your Supply Chain Mapper result; leave with priorities, evidence gaps and next actions in writing.
The output of a tool or product, or one of your AI systems. A one-hour discussion with an independent adviser and a written follow-up.
Manufacturing Exposure Module
Fee agreed after scopingWhich of your products depend on these chokepoints, and which alternatives are actually qualified? Commission a map of your own components and suppliers, with the evidence recorded and resilience actions prioritised.
Semiconductor, cloud, supplier and operational dependencies mapped where they matter, with chokepoints and procurement questions.
This is one read on one moment. The drift moves weekly — the Tuesday briefing tracks it.