Beebolt

The semiconductor supply chain does not publish its own vulnerabilities. Those of you inside it know the pieces that matter. Most of the time, that knowledge stays in the room. The Tsumiki Report is the first strategic dependency index built for the semiconductor supply chain. 54 dependencies across materials, equipment, logistics, and geopolitics. Ranked by fragility. Validated by practitioners. Now the map exists outside the room.

Every so often a number comes along that reframes how the whole industry is thinking about a problem. The ABF substrate supply gap is forecast to widen from 10% in H2 2026 to 42% by 2028. CoWoS is oversubscribed through 2026. The teams building AI infrastructure are already planning around packaging, not silicon. The Tsumiki Report maps all 54 dependencies. The strongest teams are designing around this now.

The semiconductor supply chain has never had a shared scoring framework. Until now. 54 strategic ecosystem dependencies across materials, equipment, logistics, and geopolitics. Each one scored on Fragility, Importance, Interdependence. Scored from primary sources and validated by practitioners across the value chain. For those of you who plan around these things, this is the sequencing tool the industry has been missing.

The semiconductor supply chain runs on dependencies most teams have never fully mapped. Some are stable. Some are shifting. A few are on borrowed time. The Tsumiki Report is the first strategic index that tells you which is which. 54 dependencies. Ranked. Tracked. Updated quarterly.

Gallium. ABF substrate. Spruce Pine quartz. EUV pellicles. The inputs behind every advanced chip. Each one quietly essential, each one easy to overlook until you need it. The Tsumiki Report is the first strategic ecosystem dependency index built for the semiconductor supply chain. 54 dependencies ranked and mapped for the first time. The map the industry has been building towards. Now it exists.

Industry intelligence you can't buy. The 2026 Annual Semiconductor Supply Chain Survey is open and you have 10 days left to be part of it. Complete the survey before May 29 to benchmark your supply chain performance across the entire semiconductor value chain: lead times, LTA coverage, inventory, capacity, and demand outlook, broken down by company type.