The first independent, quarterly ranking of the supply nodes the semiconductor industry cannot afford to lose. Scored on Fragility, Importance, and Interdependence.
Type a company, material, or node — TSMC, ABF, Hormuz, Spruce Pine quartz. We'll tell you where it ranks among the 54.
54 dependencies · 18 layers · Full details inside the report
The high-tech supply chain is a tower of small, specific pieces — each one easy to overlook, each one essential. Pull one. See what falls.
Every fragile node in the semiconductor value chain — from EUV lithography to high-purity quartz — scored and ranked by our intelligence team and our research network.
Each entry is scored on Fragility, Importance, and Interdependence. Same evidence-based discipline Moody's uses to rate bonds — anchored to documented examples.
Critical you plan around. High you build playbooks for. Medium you monitor. Low is already mitigated.
Most readers will not have heard of ABF substrate, EUV pellicles, or Spruce Pine quartz before opening this issue. By the end of it, they will understand why all three matter, who controls them, and what happens if one breaks.
The supply chain everyone talks about runs on materials made by a country no one talks about. The Tsumiki Report is the first to put names, numbers, and trend lines on what the rest of us only intuit.
We've long needed an independent, evidence-based ranking of where the real fragility sits. №1 lands with the kind of rigor the industry has been asking for — and the kind we plan to operate against.
Not arbitrary, not pure formula. Each score carries 2–3 sentences of evidence in an internal scorecard. Two analysts following the same rubric land within one point on any axis.
Register now and receive the full Tsumiki Report the moment it launches — 54 dependencies, top 10 deep-dives, the trend signals, methodology, and the source manifest.
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