SemiFlow — Semiconductor Supply Chain Intelligence

💡 Chips flow from top to bottom. Colors describe supply conditions across the chain. Click any company for details or hover for explanations.

Companies

Avg Inventory Days

Avg Gross Margin

TSMC Monthly Rev

Total CapEx

State Split

Tier	Ticker	Company	State	Revenue	Rev YoY	Rev QoQ	Inventory	Inv Days	Inv QoQ	Gross Margin	GM QoQ	CapEx	CapEx %	Filing

Trend View

See what changed, when it changed, and what it means across the semiconductor supply chain.

QoQ and YoY deltas, supply state flip history, written interpretation, cross-tier causality analysis, and comparative chain health bars.

SemiFlow shows how supply-demand pressure moves through the semiconductor supply chain.
Colors describe supply conditions, not market signals. They do not indicate buy or sell decisions.
Statuses reflect capacity constraints, inventory levels, and forward demand as disclosed in company filings and industry data.
Supply states reflect directional conditions, not precise capacity utilization.
The signal is not any single company, but how conditions propagate across the stack.