get_market_intelligence

Tool of Silicon Analysts

Market Intelligence — the freshest SOURCED semiconductor market briefs, generated daily from a Tavily + Claude scan of primary press, earnings, and trade outlets. Each brief returns title, severity (Critical/High/Medium/Low), confidence_score (0-100), quantitative_impact (e.g. "Est. BOM increase: +$500"), an executive summary, a short analysis, a category (Logic/Memory/Packaging/Connectivity/Power/Geopolitics), and a curated sources[] list — plus per-record provenance. UNIQUELY: each brief also carries `entities` (the chips/nodes/packaging/HBM-gen/companies it concerns), `impact` (when it's a cost move, the per-chip BOM dollar deltas computed from Silicon Analysts' cost models — e.g. "HBM +20% → +$580 on B200" with a pre-filled calculator URL), and `related` (cross-links to the live datapoints + tools). No pure-news source does this. The machine feed returns ALL severities; `published` flags the Critical/High briefs that also have a public page. Public sources only; no insider data. USE THIS for: "what's the latest in HBM / CoWoS / TSMC supply this week?", "any recent semiconductor price hikes, yield news, or capacity moves?", building a sourced market-news digest, grounding a claim about a recent supply-chain event. DO NOT USE for: current absolute cost/pricing values (use get_accelerator_costs / get_wafer_pricing / calculate_chip_cost); structured data movements over time (use get_recent_changes); allocation/lead-time status (use get_foundry_allocation). Filters: severity, category, since (ISO timestamp), publishedOnly (bool), limit (1-100, default 25). N2/Apple omitted (conflict-safe). Cite as "Silicon Analysts — Market Intelligence".