A Co‑Intelligence™ Network by SEMI Members
A Co‑Intelligence™ Network by SEMI Members
The global semiconductor
supply chain, connected.
The global semiconductor
supply chain, connected.
The global semiconductor
supply chain, connected.
Peer-validated signals, expert commentary, and real-time material risks. Join the network built by the industry, for the industry.
Peer-validated signals, expert commentary, and real-time material risks. Join the network built by the industry, for the industry.
Trusted by SEMI IAC members worldwide
Trusted by SEMI IAC members worldwide
Tungsten
No change
Stable
Memory (DRAM)
Price +15%
Critical
Neon Gas
-1w Lead Time
Recovering
Silicon Wafers
Capacity OK
Stable
Silicon Wafers
Capacity OK
Stable
Tungsten
No change
Stable
Tungsten
No change
Stable
Memory (DRAM)
Price +15%
Critical
Neon Gas
-1w Lead Time
Recovering
Silicon Wafers
Capacity OK
Stable
Silicon Wafers
Capacity OK
Stable
Tungsten
No change
Stable
APAC
Today · 3m read
Earthquake in Japan disrupts chemical plant operations
Demand Visibility
Bullwhip Effect Factor
#Japan
#SupplyChainDisruption
#SpecialtyChemicals
Wafer Fab Equipment (WFE) spending remains strong, fueled by advanced node adoption (3nm, 2nm) and increasing fab expansions, particularly in Taiwan, South Korea, and the U.S.
Dr. John Chen
We expect global semiconductor equipment spending to reach $105B in 2025, marking a 7% YoY increase
Nina Cooper
Macro economic
Macro
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
APAC
Today · 3m read
Earthquake in Japan disrupts chemical plant operations
Demand Visibility
Bullwhip Effect Factor
#Japan
#SupplyChainDisruption
#SpecialtyChemicals
Wafer Fab Equipment (WFE) spending remains strong, fueled by advanced node adoption (3nm, 2nm) and increasing fab expansions, particularly in Taiwan, South Korea, and the U.S.
Dr. John Chen
We expect global semiconductor equipment spending to reach $105B in 2025, marking a 7% YoY increase
Nina Cooper
Macro economic
Macro
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
APAC
Today · 3m read
Earthquake in Japan disrupts chemical plant operations
Demand Visibility
Bullwhip Effect Factor
#Japan
#SupplyChainDisruption
#SpecialtyChemicals
Wafer Fab Equipment (WFE) spending remains strong, fueled by advanced node adoption (3nm, 2nm) and increasing fab expansions, particularly in Taiwan, South Korea, and the U.S.
Dr. John Chen
We expect global semiconductor equipment spending to reach $105B in 2025, marking a 7% YoY increase
Nina Cooper
Macro economic
Macro
8 Metrics
Bullwhip Effect Factor
Semiconductor Industry Performance
Front-end fab Equipment Spending (Other SEMI data example)
All metrics
Information without context is just noise
Information without context is just noise
Information without context is just noise
Peer-validated signals, expert commentary, and real-time material risks. Join the network built with the industry, for the industry.
More than a dashboard.
A living intelligence network.
Conductor combines hard data with the collective intelligence of the semiconductor industry's most experienced leaders.
First-Party Signals
Gain a high‑resolution view of global supply chains, capturing real‑time conditions and emerging dynamics at their most granular level to spot disruptions early, understand shifting patterns, and make faster, more confident decisions.
Surveys
A centralized view of the state of the sector. Every response fuels a more connected ecosystem, proactively expanding knowledge, strengthening decision‑making, and staying ahead of disruption in the industry.
News Events
Stay up-to-date with the latest industry events, moments, and milestones - as they happen. Read the biggest global headlines from across the high-tech value chain, with quick-click access to coverage from thousands of outlets.
Learning
Led by experts in the field, expand teams' knowledge, understanding and skillsets with bite-sized courses across key supply chain topics, Making even the most complex of subjects simple and accessible.
Co-Development
Your ideas, our engineering. Propose changes to the platform, collaborate on enhancements across existing features, and prioritize what tools they want to see next. Bringing real users to the forefront of industry innovation.
More than a dashboard.
A living intelligence network.
Conductor combines hard data with the collective intelligence of the semiconductor industry's most experienced leaders.
First-Party Signals
Gain a high‑resolution view of global supply chains, capturing real‑time conditions and emerging dynamics at their most granular level to spot disruptions early, understand shifting patterns, and make faster, more confident decisions.
Surveys
A centralized view of the state of the sector. Every response fuels a more connected ecosystem, proactively expanding knowledge, strengthening decision‑making, and staying ahead of disruption in the industry.
News Events
Stay up-to-date with the latest industry events, moments, and milestones - as they happen. Read the biggest global headlines from across the high-tech value chain, with quick-click access to coverage from thousands of outlets.
Learning
Led by experts in the field, expand teams' knowledge, understanding and skillsets with bite-sized courses across key supply chain topics, Making even the most complex of subjects simple and accessible.
Co-Development
Your ideas, our engineering. Propose changes to the platform, collaborate on enhancements across existing features, and prioritize what tools they want to see next. Bringing real users to the forefront of industry innovation.
More than a dashboard.
A living intelligence network.
Conductor combines hard data with the collective intelligence of the semiconductor industry's most experienced leaders.
First-Party Signals
Gain a high‑resolution view of global supply chains, capturing real‑time conditions and emerging dynamics at their most granular level to spot disruptions early, understand shifting patterns, and make faster, more confident decisions.
Surveys
A centralized view of the state of the sector. Every response fuels a more connected ecosystem, proactively expanding knowledge, strengthening decision‑making, and staying ahead of disruption in the industry.
News Events
Stay up-to-date with the latest industry events, moments, and milestones - as they happen. Read the biggest global headlines from across the high-tech value chain, with quick-click access to coverage from thousands of outlets.
Learning
Led by experts in the field, expand teams' knowledge, understanding and skillsets with bite-sized courses across key supply chain topics, Making even the most complex of subjects simple and accessible.
Co-Development
Your ideas, our engineering. Propose changes to the platform, collaborate on enhancements across existing features, and prioritize what tools they want to see next. Bringing real users to the forefront of industry innovation.
Brought to life by industry leaders.
Secured for enterprise.
Brought to life by industry leaders.
Secured for enterprise.
Brought to life by industry leaders.
Secured for enterprise.
Conductor is a SEMI-supported initiative guided by the Industry Advisory Council — representatives from the world's leading semiconductor companies.
Data Partner
IAC MEMBER
Data Partner
IAC MEMBER
Industry
Trustee
Industry
Trustee
Survey insights
IAC partner
SOC 2 Certified
GDPR Compliant
Anonymous Options
Information without context is just noise
Information without context is just noise
Information without context is just noise
Peer-validated signals, expert commentary, and real-time material risks. Join the network built by the industry, for the industry.
Design queue: 5.6 weeks
R&D alert on automotive MCU redesign cycle
AI edge demand signal +22%
Design
R&D
Fab backlog: 7.4 weeks
28nm capacity watch following tool maintenance
Industrial demand signal +11%
Fab
Procurement
Assembly backlog: 8.9 weeks
Advanced packaging substrate constraint detected
Chiplet demand signal +37%
Assembly
Operations
Test backlog: 6.1 weeks
Mixed-signal final test nearing capacity threshold
HPC demand signal +18%
Test
Quality
Logistics backlog: 4.3 weeks
APAC route delays affecting outbound shipments
Server demand signal +14%
Logistics
Supply Chain
End market backlog: 8.2 weeks
HBM allocation alert across key accounts
Advanced packaging demand +40%
End Market
Sales
OSAT Backlog: 8.2 weeks
HBM and chiplet packaging at 96% allocation
Advanced packaging demand +40%
Test
Quality
OSAT Backlog: 8.2 weeks
HBM and chiplet packaging at 96% allocation
Advanced packaging demand +40%
Logistics
Supply Chain
OSAT Backlog: 8.2 weeks
HBM and chiplet packaging at 96% allocation
Advanced packaging demand +40%
End Market
Sales
Design queue: 5.6 weeks
R&D alert on automotive MCU redesign cycle
AI edge demand signal +22%
Design
R&D
Fab backlog: 7.4 weeks
28nm capacity watch following tool maintenance
Industrial demand signal +11%
Fab
Procurement
Assembly backlog: 8.9 weeks
Advanced packaging substrate constraint detected
Chiplet demand signal +37%
Assembly
Operations
Data suppliers
Data suppliers
Real-time insights from network leaders.
Real-time insights from network leaders.
Expert commentary from across the semiconductor value chain.
“This really is a solution by and for people in the industry. “
Insights
Expert view
Sharon Su
Director of Strategic Supplier Partnership at
“This really is a solution by and for people in the industry. “
Insights
Expert view
Sharon Su
Director of Strategic Supplier Partnership at
"We’re thrilled to partner with SEMI, DELL and other members of the IAC to bring Conductor to market"
Collaboration
Network
Thelma Onyeka
Co-Founder and Co-CEO
"We’re thrilled to partner with SEMI, DELL and other members of the IAC to bring Conductor to market"
Collaboration
Network
Thelma Onyeka
Co-Founder and Co-CEO
AI alone won't fix
your supply chain
Every major semiconductor company is investing in AI-powered forecasting. The problem? They're all optimizing in isolation — competing for the same suppliers, reacting to the same disruptions, blind to what their peers already know.
The result: duplicated effort, delayed responses, and decisions made on incomplete information.
Connect with peers at upcoming gatherings
Exclusive briefings, summits, and networking opportunities for members.
Connect with peers at upcoming gatherings
Exclusive briefings, summits, and networking opportunities for members.
9 April, 2026
From Co-Intelligence to Action: Introducing Conductor by SEMI
Virtual Webinar
Soon
15 - 16 April, 2026
The Future of Materials Monitoring
Virtual Webinar
TBA
Q2 Semiconductor Outlook
London, UK
Soon
Join the Founding
Members
Join the Founding
Members
Join the Founding
Members
Secure your place in the network. Founding member recognition available for early adopters.
Full Platform Access & Peer-Validated Signals
Exclusive SEMI-Supported Briefings
Annual Summit Access & Networking
Priority Access to AI Briefings
Annual company
membership starts at
Annual company
membership starts at
Annual company
membership starts at
$4,800*
$4,800*
Founding Members Close April 2026
“What is especially powerful about Conductor is its potential to support the long-term strength of the wider industry“
“What is especially powerful about Conductor is its potential to support the long-term strength of the wider industry“
“What is especially powerful about Conductor is its potential to support the long-term strength of the wider industry“
Bettina Weiss
Chief of Staff & Corporate
Strategy
A SEMI member-led global intelligence
network for the high-tech value chain.
Information Security Management System 27001:2022
A SEMI member-led global intelligence
network for the high-tech value chain.
Information Security Management System 27001:2022
A SEMI member-led global intelligence
network for the high-tech value chain.
Information Security Management System 27001:2022