Semiconductor Supply Chain Intelligence

Know your contracts.
Know your risks.

Your counterparty has signed this agreement hundreds of times. You're signing it once. For the first time, you know what everyone else signed — before you commit.

Export Control

Screen counterparties against live sanctions and Entity Lists. Assess ITAR / EAR applicability for any product or technology. Grounded in the Semipply Corpus — including the full e-CFR regulatory archive.

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Market Intelligence

An agentic AI searches the Semipply Corpus, reasons across filings, and delivers benchmarks — clause by clause, company by company. Know what the market actually signed before you walk into a negotiation.

Explore the market →
Contract Intelligence

Your specific agreement, read from your side. Agentic AI scores it against the Semipply Corpus, flags every risk, and delivers a verdict, a redline, and a negotiation brief.

Analyze your contract →
Supply Chain Economics

Foundry commitment exposure, wafer economics, and capacity obligations — benchmarked across IPO-stage semiconductor companies. See what peer companies actually committed to before you negotiate.

Benchmark your exposure →
The Semipply Corpus

Contracts, filings, and regulation — ingested, classified, and maintained by Semipply. The complete intelligence layer behind every Market, Export Control, Contract, and Economics analysis.

Supply Contracts 10-K Commitment Tables Regulatory Coverage Sanctions & Entity Screens
Silicon Perimeter Stress Test A 2-minute diagnostic to quantify your contractual exposure before your next tape-out.
Question 1 of 6
Yield Trap
In your current Foundry agreement, who carries the financial loss if wafer yield drops 15% below the target?
82% of startups unknowingly select C or D until a forensic audit reveals what peer companies have actually secured.
Constraint Stacking
If your OSAT partner shuts down for 90 days, are you legally obligated to continue paying for wafers from your Foundry?
Constraint Stacking is the #1 cause of cash-burn during supply chain shocks. Not knowing is the same as exposure.
Liability Moat
Is your vendor's liability capped at a fraction of spend while your liability to them remains uncapped for IP or incidental damages?
Uncapped liability is a silent signal that can kill an acquisition or IPO during due diligence. Most founders discover it too late.
Geopolitical Lock-In
Does your contract include a Right to Relocate if export controls change in your vendor's primary manufacturing region?
50% of recent filings include relocation flexibility clauses entirely absent in pre-2021 agreements. The market has shifted.
Competitive Intelligence
Do you know the exact terms your primary competitor negotiated with this same vendor when they were at your current revenue stage?
Your competitors have a negotiation history. Most founders never know to look for it — Semipply surfaces it.
Export Control & Deemed Export
Does your agreement contain ITAR or EAR controls — and have you assessed what that means for every nationality on your team?
A European team member accessing ITAR-controlled data is a "deemed export" — a federal violation regardless of where they are sitting. Most distributed teams discover this during due diligence.
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Pressure Points Assessed
Yield Trap
Constraint Stacking
Liability Moat
Geopolitical Lock-In
Competitive Intel
Export Control
Export Control Screen counterparties. Classify your technology.

Export compliance, grounded in regulation

Run live sanctions screens, ITAR / EAR and CFIUS assessments, and generate a counsel-ready exposure brief — straight from the regulatory corpus, with a full citation trail.

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Semiconductor supply chains cross every
high-risk jurisdiction on earth.

From TSMC to ASML to SK Hynix, the critical nodes of your supply chain sit in countries subject to EAR, ITAR, or both. One missed classification or a sanctioned counterparty can trigger criminal liability — yet most startups still manage compliance manually, in spreadsheets.

Entity List and SDN exposure

The BIS Entity List and OFAC SDN List are updated weekly. Counterparties clear today may be designated tomorrow. Manual spot-checks are not a compliance program.

EAR / ITAR classification is not obvious

Whether a product falls under EAR99, an ECCN, or the USML depends on performance thresholds and end-use context — not just what it is called. Getting it wrong voids your license exceptions.

CFR text is dense and constantly updated

The EAR and ITAR together span hundreds of pages of 15 CFR and 22 CFR. Export control counsel is expensive. Fast, grounded answers to routine questions shouldn't require a billable hour.

Diligence gaps surface at the worst moment

Acquirers, investors, and government customers all conduct export-control diligence. Gaps discovered during a deal or audit are far more costly than proactive screening.

Screen, classify, and synthesize.
One workflow.

New · The integrative output

The Export Exposure Brief

Answer a short questionnaire and get one grounded, downloadable page — jurisdiction reach (FDPR), restricted-party screening, investment review (CFIUS), what you ship, and workforce / IP exposure. Every finding traces to a specific screen and a CFR citation, assembled deterministically with no AI guessing. A counsel-ready picture in minutes, not weeks.

Counterparty Screen

Search any company name against the live BIS Entity List, OFAC SDN List, and consolidated screening list. Results show match reason, program, and effective date — in seconds.

ITAR Applicability Assessment

Describe your product, end-use, and destination. The tool reasons over 1,800+ EAR, ITAR, and CFIUS regulatory sections to return an ECCN estimate, license requirement, red flags, and CFR citations.

Regulatory Q&A

Ask plain-English questions about EAR, ITAR, OFAC, or specific CCL categories. The agent cites the exact CFR section — not a law firm memo, but the actual regulatory text.

CFIUS Investor Screen

Taking foreign or sovereign capital? Enter an investor and the tool resolves its true country and government-control status from a vetted registry — driving the mandatory-vs-voluntary FIRRMA determination. It corrects a wrong country, and refuses to guess when it can't.

Audit-Ready Citation Trail

Every assessment cites the exact CFR passages used, shows similarity scores, and flags confidence level. You get a defensible record, not an opinion without basis.

Live regulatory feeds.
Not last quarter's PDF.

The Export Control Hub is grounded in authoritative, continuously updated sources — not static summaries.

BIS Entity List
Live

Consolidated screening list — updated daily from the official U.S. Commerce Department feed.

OFAC SDN List
Live

Specially Designated Nationals and Blocked Persons List — Treasury OFAC, updated continuously.

EAR Corpus
Current

15 CFR Parts 730–774 including the Commerce Control List (CCL), Oct 2022 advanced chip rules, and Part 744 end-user controls.

ITAR Corpus
Current

22 CFR Parts 120–130 covering USML Categories XI (military electronics) and XV (spacecraft & satellites).

CFIUS / FIRRMA
Current

31 CFR Part 800 (FIRRMA), plus a vetted registry of sovereign funds and state-owned investors — for foreign-investment review of TID U.S. businesses.

Federal Register
Live

Recent rule amendments and interim final rules — ensuring the corpus reflects current controls, not prior-year text.

e-CFR
Weekly sync

Electronic Code of Federal Regulations — the authoritative, continuously updated version of the CFR used by compliance professionals.

Export Control Hub provides preliminary guidance grounded in the EAR and ITAR regulatory corpus. It is not legal advice. All export control decisions must be reviewed by qualified export control counsel.

Contract Intelligence Upload your agreement. Get a decision.

Upload your first contract free

Foundry agreement, IP license, customer pilot, or anything you're about to sign — analysis calibrated to your side of the table.

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The counterparty's lawyers wrote it.
You're signing it anyway.

Every high-stakes agreement a semiconductor startup signs in its first years was drafted by the other side — foundries, hyperscalers, defense primes, universities, automotive OEMs. The terms reflect their interests, not yours.

Foundry agreements protect the foundry

Supply allocation, yield thresholds, wafer bank penalties, mask ownership, and change-of-control clauses all default in the foundry's favour. The asymmetry is structural, not accidental.

Hyperscaler and OEM pilots lock in exposure

Customer-drafted pilot agreements contain IP ownership clauses, auto-renewal, and one-sided indemnification. What looks like a trial often becomes a binding commitment.

University and DARPA licenses constrain your freedom

Spinout IP licenses carry field-of-use restrictions, milestone-based rights, and government march-in provisions that limit what you can commercialize and with whom.

No legal team to catch it in time

Most semiconductor startups from seed through Series B have no general counsel. The exposure gets locked in before anyone reads the fine print carefully.


Six outputs. One decision.

01

Risk-ranked clause summary

Every clause with commercial consequence ranked by severity — important, review, or note.

02

Perspective-aware analysis

Calibrated to your side of the table — semiconductor buyer, IP licensee, defense contractor, or spinout founder.

03

A clear verdict

Proceed, proceed with caution, pause, or renegotiate — with the specific asks to bring back before you sign.

04

Foundry Model Risk Index (F-MRI)

Five dimensions scored RED, AMBER, or GREEN — supply, yield, delivery, economics, exit.

05

Path to low risk

For every critical finding: a specific contract fix to negotiate and a situation fix for the underlying exposure.

06

Situation simulator

Single source, critical launch, tight margins — change your context and see how your risk score shifts.


Foundry Model Risk Index

Five dimensions scored against your contract language and amplified by your company context — the only framework built specifically for semiconductor supply agreements.

Supply Commitment
RED
Yield Protection
AMBER
Delivery Enforcement
AMBER
Economic Protection
GREEN
Exit Flexibility
RED

Upload your agreement. Get a decision.

01

Upload your agreement

Upload any contract as PDF or Word — foundry agreement, IP license, customer pilot, DARPA OTA. The system identifies the parties and confirms which side you're on.

02

Set your company context

Single-source or dual-source? Critical launch timeline or flexible? Tight margins or healthy buffer? Your context determines which risks are most dangerous for you specifically.

03

Get your risk analysis and verdict

Receive a ranked list of clauses to negotiate, a clear verdict, and for foundry agreements — a scored F-MRI across five dimensions with specific language to push back on.


The questions that matter before you sign.

These are the real questions semiconductor teams should be asking — and usually aren't, until after execution.

Ready to review your agreement? Upload your first contract free — calibrated to your side of the table.
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Market Intelligence What semiconductor companies are actually signing — and what they've conceded.

What your vendors conceded
before they had leverage.

Semiconductor supply negotiations are asymmetric — your counterparty has been at this table many times before. Semipply closes that gap: benchmark your contract clause by clause against what peer companies have signed, so you negotiate with evidence, not intuition.

Semiconductor Founders

Your foundry wrote that contract.
You can rewrite it.

Yield floors, force majeure carve-outs, dual-source rights — the data shows what other semiconductor companies have secured and with which counterparties. Walk in with precedent, not a guess.

Investors & VCs

See the supply chain risk
before the term sheet.

Foundry lock-in, uncapped liability, and take-or-pay exposure are existential for a semiconductor startup. We surface these flags — scored and sourced — before you sign a term sheet.

Incubators & Accelerators

Give your cohort an unfair
advantage at the table.

One corpus access covers your entire portfolio. Every company walks into foundry negotiations knowing what peers have signed and what terms are achievable.

<2%
of foundry agreements define an enforceable yield floor. Most semiconductor companies absorb 100% of process deviation risk.
33%
of semiconductor supply agreements include dual-source protection — a negotiating outcome most startups don't know to ask for.
Proprietary semiconductor contract corpus — continuously maintained and updated.
By Invitation Only

Ask the corpus what's market.

Query the Semipply Corpus — get answers grounded in real semiconductor supply contract clause text, company, and date.

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Supply Chain Economics What foundry commitments actually look like — across companies at your stage.

Your take-or-pay exposure.
Benchmarked.

Wafer costs, take-or-pay obligations, and capacity fees are the financial terms most startups sign without knowing what's normal. Semipply surfaces the economics — year-by-year commitment data, yield floor distributions, and OSAT exposure — benchmarked across IPO-stage semiconductor companies.

Take-or-Pay Exposure

Year-1 obligations. Who has them. How much.

Disclosure rates, median year-1 obligations, commitment front-loading, and the % of peer companies with wafer take-or-pay in their contracts — across both IPO-stage and large-company filings.

Wafer Economics

Yield floors and remedy structures.

How common yield floors are, what thresholds IPO companies negotiated, and what happens when yield falls short — respins, credits, or nothing. Extracted from EX-10 exhibits across the IPO corpus.

Capacity Economics

Who commits to what — and who carries the risk.

What % of foundry agreements contain a formal supplier capacity commitment versus an allocation-only arrangement. The gap between these two is the operational risk most startups don't price.

OSAT & Packaging

NCNR exposure and advanced packaging terms.

Non-cancellable, non-returnable commitments to assembly and test vendors — disclosed in 10-K filings and OSAT agreements. Includes HBM allocation terms from the most recent filings.

49
semiconductor companies with year-by-year purchase commitment data extracted from 10-K filings.
2-tier
separation of peer benchmarks (IPO-stage) from ecosystem reference (NVDA, AMD, MRVL-scale) — so your benchmarks reflect your stage.
4
module sections — take-or-pay, wafer economics, capacity, and OSAT — each grounded in real extracted financial and contract data.
By Invitation Only

Know your exposure before you commit.

Access the Supply Chain Economics module — benchmark your take-or-pay risk, wafer commitment exposure, and capacity obligations against companies at your stage.

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