Capacity
New fabs, expansions and closures as companies announce them.
Use caseSemiconductors
Semiconductor supply chain intelligence, traced to source.
Follow chip designers, foundries and equipment and materials suppliers: capacity, mergers, filings, patents, public funding and sanctions exposure, each linked to the record behind it.
ForSemiconductor investors, sourcing teams and corporate strategy
RefreshDaily or weekly monitor runs
DeliveryBrief, report and data feed
See it run
One week with a semiconductors monitor.
One weekly run for an invented set of compound semiconductor suppliers, from sources to brief to your own tools.
What you receive
A brief like this, every week.
Each run reports only what changed, most material first. Every finding names its subject, says what happened and links to the record it came from.
Weekly brief · Monday 07:00Compound semiconductor suppliers
4 material changes · 55 suppliers and competitors
- Mergers and acquisitionsFerro Wafer Inc
Current report filed announcing an agreement to acquire Kelvin GaN.
Source: SEC EDGAR95/100OmniaScoreHigh evidence - Mergers and acquisitionsKelvin GaN Ltd
Merger inquiry opened into the Ferro Wafer acquisition.
Source: Competition and Markets Authority91/100OmniaScoreHigh evidence - TechnologyKelvin GaN Ltd
Patent application published for a gallium nitride epitaxy process.
Source: Espacenet86/100OmniaScoreHigh evidence - CapacityFerro Wafer Inc
Reported to be planning a second 200 mm line; no filing yet.
Source: Trade press, single source57/100OmniaScoreDeveloping evidence
What a monitor tracks
The changes that move the decision.
Each monitor follows a defined universe of companies, places or technologies and reports what changed since the last run, with the source for every finding.
Mergers and acquisitions
Deals, competition reviews and US filings.
Public funding
US federal awards and UK research grants.
Technology
Patent filings by company and process area.
Sanctions
UK and EU designations that touch a supplier or owner.
Leadership
Board and senior appointments and departures.
Where the evidence comes fromOfficial registers and datasets
PublisherUsed for
SEC EDGARAnnual reports, current reports and merger filings
Competition and Markets AuthorityMerger reviews and enforcement
USAspending.govUS federal contracts and grants
UK Research and InnovationInnovation grants and funded projects
EspacenetPatent filings across the UK, US and Europe
UK and EU sanctions listsDesignated people and companies
Companies HouseUK filings, officers and ownership
Questions a monitor answersExamples from this sector
Which suppliers announced new capacity or closures this quarter?
Which deals in our market are under competition review?
Which competitors filed patents in our process area this month?
Does any supplier or owner appear on the UK or EU sanctions lists?
Official source coverage is strongest in the UK, with US and European registers where listed. Company announcements, filings and trade press found by search are kept with their links. Every finding carries an OmniaScore: a deterministic 0 to 100 measure of how strongly the evidence supports it.
How it fits your week
From the register to your own tools.
The monitor runs on its own schedule. Your team reads the brief, checks the evidence where it matters and moves the findings into the tools it already uses.
- Monday 07:00The brief arrives
Email with a PDF attached: what changed across the supply chain since last week, most material first.
- Monday 09:00Check the evidence
Open a finding in the workspace and follow the link to the SEC filing it came from.
- As it happensAlert the sourcing team
A merger review sends a signed webhook, which your automation posts to Slack or Teams.
- Supplier reviewPull it into the file
Export the findings as CSV, or ask your AI assistant over MCP for every change at one supplier.
Email and PDF
The brief lands in the inbox of everyone on the monitor, with a PDF for committee packs.
Excel, Power BI or a warehouse
Findings export through the API as CSV or JSON Lines. Every row keeps its source link, date and OmniaScore.
CRM
Company records export in Attio's import format, or as CSV for Salesforce and HubSpot.
Slack, Teams or an internal system
A signed webhook announces each material change, so your automation can route it. We register the endpoint with you.
Claude, ChatGPT and other assistants
An MCP connection lets your team's AI assistant query the workspace and cite the findings.
Your own documents
Add private documents to a monitor, and they are read alongside the public sources.
Connect an AI assistant with the MCP setup guide. Read how private documents are stored and kept apart in Security and data handling.
How a pilot works
Prove value on one market first.
Start with a contained scope, measure the results, then extend coverage and delivery into the team's own tools.
- 01Define
Agree the market, the companies to follow and the questions that matter.
- 02Map
Build the initial universe and check it against the official registers.
- 03Monitor
Run daily or weekly, with a brief whenever something material changes.
- 04Review
Measure coverage, accuracy and analyst time saved before expanding.