How policy moves through the AI industry network.
A map of companies, products, investors and the links between them — for investors.
The networkIllustrative sample

The AI industry, mapped as a network.

Supply, capital and market-niche links between companies, products and investors — and how a policy event travels through them.

Zeiss SMTTrumpfASMLTSMCSK hynixSamsungNVIDIAAMDBroadcomMicrosoftAmazonGoogleOracleCoreWeaveOpenAIAnthropicxAIMetaSoftBank
SupplyChokepoint linkCapital (investor → company)Same market niche (derived)Chips & equipmentCloudModels

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What the network answers

Chokepoint Watch

Who is exposed?

Trace a policy event along supply links to the names it reaches.

Substitution Watch

Who fills the gap?

Find companies in the same segment that the event did not touch.

Model Money Trail

Who else holds it?

See which investors sit behind more than one company.

Latest

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Chain Reaction · Chokepoint WatchAdvanced Packaging Capacity Add Delayed by Two Quarters — Who's Waiting in Line

A permit filing shows a packaging expansion originally slated for Q2 has slipped. We traced the order book through the industry network to see which model labs are most exposed.

2026-09-28 · TW, US · Sample
The Translation Gap“Nationwide” Was a Pilot in One City

A subsidy program covered one municipality; international coverage read it as national policy.

2026-09-24 · CN · Sample
Reading the RoomBoilerplate or Breakpoint?

Grading spokesperson language against the standard formulation.

2026-09-20 · CN, US · Sample

Signal

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US Issued by: Commerce Dept. (BIS) · Type: Final rule · Scope: +4 line items vs. draft

Effective date set 30 days out; scope is broader than the draft circulated for comment.

Read: Compliance lead time is short — expect near-term order adjustments among listed suppliers.
NL Issued by: Foreign Affairs ministry, export licensing authority · Type: License policy update · 2 customer categories removed from expedited review

Licensing guidance narrows the customer categories eligible for expedited review.

Read: Aligned in timing with the US rule above — a coordinated step rather than an isolated one.
JP Issued by: METI · Type: Notice · Wording unchanged from prior quarter

No new restricted categories; existing coordination with allied regimes reaffirmed.

Read: No independent signal here.
CN Issued by: Ministry, joint filing (2 agencies) · Type: Notice · Wording: “steadily advance” → “accelerate”

Second joint filing on this theme in 18 months; the first was followed by a funding instrument within 90 days.

Read: Watch for follow-on subsidy announcements in the packaging segment over the next quarter.

Chart Room

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World Map

Headquarters of companies in the network, by segment. City-level positions only.

Policy Timeline

How the wording of a policy theme has intensified over time, step by step.