Capacity
published38m ago
TSMC expands its advanced-packaging capacity plan
TSMC earnings callreliability 5/5
“CoWoS capacity is expected to more than double as demand for AI accelerators remains strong.”
cowos-advanced-packaging
Live allocation intelligence for AI-compute supply
The capacity behind your roadmap, turned into early warning.
Monitor wafer capacity, advanced packaging, HBM, lead times, and export exposure—with every signal traced to the source that moved it.
No black-box scores · Cited signals · Transparent severity
Waferline Radar
Last refresh 8 min agoLive
Your allocation radar
Good morning, Maya.
2 signals need attention across 8 watched lines.
7 stable2 attention
Attention neededSeverity first
Critical
Booking
CoWoS booking moved allocated → sold out
Nikkei Asia · reliability 4/5
Notable
Lead time
HBM4 factory lead moved +8 weeks
DigiKey API · observed today
Watch
Export
New entity-list match touches 3 watched parts
Trade.gov CSL · reliability 5/5
Coverage
Packaging · HBM · nodes
Sources
Filings · trade press · APIs
Resolution
Reliability before recency
Delivery
In-app · email · Slack
Shared market intelligence
News for everyone. Alerts for you.
Market briefings capture allocation-relevant moves across the industry. They are not personal alerts: no watchlist filter, no user rule, and no action state until the event touches your dependencies.
CapacityBookingsPolicySupply
Open market intelligence →One ledger, four jobs
What do you need to know?
Start with a dependency, a part, a purchase commitment, or an agent. Waferline keeps the evidence intact.
Monitor
Watch my dependencies
Track the capacity lines and parts your roadmap cannot ship without.
- ✓Allocation-change alerts
- ✓Cited booking signals
- ✓Multi-tier dependencies
Assess
Evaluate a new BOM
See upstream capacity and export exposure before you commit to a part.
- ✓Live distributor quotes
- ✓Upstream capacity flags
- ✓Export screening
Commit
Track what was promised
Compare requested and committed quantities, then surface every slip.
- ✓PO confirmation intake
- ✓Fill-rate tracking
- ✓Promise-date changes
Integrate
Give agents the ledger
Query the same structured, source-aware intelligence through MCP.
- ✓Capacity state
- ✓Lead-time history
- ✓Export exposure
Proof, not prediction theater
See the move before it becomes consensus.
Waferline compares its first source sighting with mainstream wire coverage. Every lead is presented as a timestamped receipt—not a marketing claim.
- ✓First source and reliability shown
- ✓Wire coverage timestamped separately
- ✓Verbatim evidence stays one click away
We knew before the wires
Advanced packaging bookings tighten
18h
ahead
FIRST SEEN
Jul 15 · 08:42
Trade press capacity filing
reliability 4/5
WIRE COVERAGE
Jul 16 · 02:37
Mainstream news wire
reliability 4/5
The intelligence layer
Built for decisions that cannot wait for the next QBR.
01
Real-time alerts
Ledger changes are diffed against your watchlist and deduplicated before delivery.
02
Source-aware ledger
Quotes, reliability, observation dates, and document links travel with every fact.
03
BOM exposure
Map manufacturer part numbers to upstream packaging, memory, and foundry constraints.
04
Commitment tracking
Measure supplier promises against requested quantity and revised delivery dates.
05
Export screening
Surface ECCNs, entity-list hits, and matched rules while keeping the language appropriately hedged.
06
MCP for agents
Expose capacity state, event search, lead-time history, and export exposure as structured tools.
Quiet until it matters
Know what moved against your roadmap.
Open the sample workspace to see personalized alerts, watched capacity, exposure, and the evidence behind each signal.
View the sample dashboard →