See who supplies your suppliers
Type in a chip, a product or a stock ticker. In about a minute you get a map that runs from raw materials all the way up to the finished product.
Searches 9+ sources through Telem
THE SHOCK STARTS THREE TIERS DOWN
Type in a product or a stock ticker. Deepchain maps your suppliers' suppliers, shows you where each link came from, and warns you when one of them runs into trouble.
Built on Telem and Tavily
Everyone keeps an eye on NVIDIA, Micron and TSMC. That's rarely where the trouble starts.
One small factory making a special film or a bonding machine can hold up an entire product line.
Most are updated by hand, cost a fortune, and miss what happened in the news this week.
FEATURES
Spot the weak points in a supply chain early, and see the evidence for yourself.
Type in a chip, a product or a stock ticker. In about a minute you get a map that runs from raw materials all the way up to the finished product.
Searches 9+ sources through Telem
Each connection comes with the exact sentence that backs it up and a link to the page. If we can't find that sentence on the page, the connection stays off the map.
Word-for-word checking
We only mark a supplier as a single source when a filing or article actually says so, and we show you the sentence.
Never guessed
Pull up the latest news on any supplier. We tell you if it's a real production problem, if the source is trustworthy and if it's recent.
Tavily news, read by AI
When a supplier runs into trouble, the map shows exactly which factories and products sit downstream of it.
Follows every link downstream
We save every result. If a data source is slow or down, you see the last good result, clearly marked as saved.
Saved results as a backup
HOW IT WORKS
We run three searches at once: company filings, product teardowns and this month's news. Then we search again for every supplier that looks important.
Our AI reads the pages and works out who supplies whom. Our code then checks each quote against the original page and drops anything that doesn't match.
Check the news on any supplier whenever you like. If a real problem turns up, that supplier turns red, and so does everything that depends on it.
WHO IT'S FOR
A memory buyer wants to know what HBM3E depends on before a big supply meeting.
A fund manager who owns NVIDIA wants to know which small suppliers could hurt the stock before everyone else notices.
A risk team has to explain why a supplier is on the watch list, not just say that it is.
A deal team wants to find a target's hidden single-source suppliers in an afternoon, not a month.
WHY YOU CAN TRUST IT
AI tools are known to make things up, so we never take the AI's word for it. A connection only goes on the map if we can find the exact sentence on the page it came from. You can see the ones we threw out, too.
“The Blackwell package is the first high volume design to be packaged with TSMC’s CoWoS-L technology.”newsletter.semianalysis.com ↗
Left off the map. The quote didn't appear on the page it was supposed to come from.
CONTACT
Want a walkthrough, a trial on your own parts or holdings, or just have a question? Send us a note and we'll get back to you.
Start with Micron HBM3E, NVIDIA Blackwell or ASML's newest chipmaking machine, or type in your own.