Conductor™ ·
Built by Beebolt, Backed by SEMI
Semiconductor supply chain intelligence you can trust: multi-agent AI reads and sources every signal, and the industry in the loop validates the ones that matter most, so your team commits earlier and with more confidence.
BUILT WITH INDUSTRY LEADERS
HOW CONDUCTOR WORKS
The Picture No Single Company can Assemble Alone
Conductor™ maps semiconductor supply chain signals from news, surveys, experts, and suppliers to a 12-node dependency model, and flags the most important ones for a human in the loop to validate.
Three reasons only Conductor™ can do this:
- Neutral. Built with SEMI, so competitors contribute anonymized signals they would never share with each other.
- Collective. Industry surveys, expert Fellows, and supplier signals, with the industry in the loop validating what the AI flags.
- Structured. Every signal is sourced, ranked, and kept on the dependency model, so you read a tracked pattern rather than a fresh alert.
The Fellowship Network · Exclusively on Conductor™
Judgment You Cannot Train a Model on
Conductor™ is Beebolt’s intelligence command center for the semiconductor supply chain, built with SEMI and its Industry Advisory Council, and shaped by the companies who use it.
Conductor’s Fellows are semiconductor professionals with 15 to 40+ years in the high-tech value chain. They are the industry in the loop: on Conductor they review the signals the AI flags as most important, add perspective to breaking news, comment on the metrics and signals you are tracking, and publish analysis on where the chain is heading.
Some are active in their careers, others part or fully retired. All of them built long careers inside the disciplines they now interpret, and all of them have read a cycle like this one before. That is what separates a flagged data point from an interpretation you can take into a decision.
Mark Thirsk
Dr. Parag Khanna
Lisa Neal-Graves
Jake Roodvoets
Terry Francis
Dr. Eboni Chaffee
Expert commentary and monthly intelligence webinars are included in your subscription.
Risk and disruption monitoring
See the Lead-Time Shift While There is Still Room to Act
Baselines move before suppliers call. Conductor™ synthesizes the day’s semiconductor supply chain signals, from regulatory movement to supplier notices, into one curated brief. Every item is sourced and ranked, and the signals flagged as most important are checked by a human.
Three things happen before anything reaches you:
- Daily Briefs. The day’s fragmented signals, read by multi-agent AI and condensed into one sourced view of what moved, with the most important validated by Beebolt’s intelligence team or a Fellow.
- News. Global headlines parsed for what carries consequence in semiconductor supply chains.
- Conductor AI. Ask a direct question in plain language and get an answer that shows its sources, so you can check it before it goes into a decision.
Benchmarking and preparedness
Enter Every Planning Cycle with Numbers you Can Defend
Test price negotiations, capacity plans, and leadership numbers against the semiconductor industry, not one supplier conversation. Two SEMI-governed surveys sit on Conductor™. Answers are encrypted, and only aggregated and anonymized trends are released, so no one, including SEMI and Beebolt, sees another company’s raw answers.
- The annual industry survey. The reading the sector has relied on for years, now on Conductor. Preliminary findings appear as responses arrive, and the results are queryable in plain language.
- The Quarterly Pulse. A quarterly read on lead time, inventory, and order backlog across the value chain. Six questions, about three minutes. Contribute your own answers to unlock the results.
- Signals and Conductor AI. Read both against the benchmarks the industry tracks, and pressure-test an assumption in seconds, with every figure traced to its source, before it goes into a review.
Emerging signal detection
Read the Structural Shift While it is Still Forming
A node ramp pulling packaging capacity forward. A single-source material moving under export control. Each is a tracked topic on Conductor™, from ABF substrate to EUV tool lead times,with Fellows adding their read. You see which dependencies you control and which need a contingency plan, so the next capital commitment runs on your timing.
- Intelligence Reports. Where the tracked topics live. Five standing themes chosen by SEMI’s Industry Advisory Council, covering critical materials, capital equipment, advanced packaging, geopolitical and trade, and emerging technologies.
- Special Topics. A deep dive published when a risk appears rather than on a calendar, such as a shift in export control scope or a chokepoint forming in a single material.
- Intelligence Briefs. Monthly live sessions where Fellows from the affected part of the chain talk through what a signal means for planning. Their commentary feeds back into Conductor as sourced expert context.
Enterprise-grade trust, by design
Documented for the Teams who Review It
Security, privacy, and governance evidence prepared in advance, so evaluation moves at the pace of the decision rather than the paperwork.
SOC 2 TYPE II
Audited by AXIPRO. Report shareable under NDA.
ISO/IEC 27001:2022
Information Security Management System certified to the 2022 standard.
GDPR compliant
DPA on request, DPO assigned, EU subject rights workflows, anonymous contributions.
Secure by architecture
TLS 1.3 in transit, AES-256 at rest, SSO via SEMI identity, row-level access control.
Get in touch
Bring the Industry’s Working Record into Your Next Planning Cycle
Talk to the team about how Conductor™ fits the way your organization already works, and see a live brief built around your part of the semiconductor supply chain.
Access extends to everyone on your company’s email domain. Use Conductor™ as a hosted product ready out of the box, through MCP so your existing AI tools and agents can draw on sourced industry context, or through an API that builds Conductor™ intelligence into your own systems and workflows.
Request a demo
Takes about two minutes. A member of our team will follow up to schedule your session.
Frequently asked questions
Questions Buyers Ask First
If your question is not here, the fastest route is a short call with the team who built it.
Conductor is a semiconductor supply chain intelligence product built by
Beebolt with SEMI. It combines industry surveys, supplier signals, news,
and expert commentary into validated daily briefs, benchmarks, and reports,
so supply chain teams at foundries, IDMs, OSATs, equipment makers,
and materials suppliers can act on early signals rather than react to disruption.
General-purpose AI answers from the open web and its training data, which does not include semiconductor industry surveys, supplier signals, or anonymized data companies share only under neutral governance. Conductor answers from that data instead, and every answer stays traceable to its source. The signals flagged as most important get a human in the loop: Beebolt’s intelligence team or an expert Fellow reviews them and adds context.
Conductor draws on SEMI industry surveys, supplier signals from across the value chain, global news and regulatory sources, data partner figures, and commentary from Conductor’s Fellows, more than 200 semiconductor professionals with 15 to 40+ years of value chain experience. Signals are collected under neutral governance, which is why companies contribute data they would not share directly with competitors.
Every source on Conductor carries a relevance ranking, weighted by how established and reliable it is. A named publication or an industry survey ranks higher than an unattributed one. When a Fellow or Beebolt’s intelligence team validates a signal, its ranking rises further, so you can see how much weight an answer holds before you act on it.
On Conductor, human in the loop means a person reviews the signals the multi-agent AI flags as most important. Not every item is reviewed by hand: the AI reads, sources, and ranks everything, and people step in where judgment matters most. Industry in the loop means that person comes from the semiconductor industry: Beebolt’s intelligence team or a Fellow with 15 to 40+ years in the value chain.
Conductor’s Fellows are more than 200 semiconductor professionals with 15 to 40+ years of experience across the high-tech value chain, spanning lithography, etching, manufacturing, advanced packaging, strategy, design, and research. Through the Fellowship Network, available exclusively on Conductor, they are the industry in the loop: they review the signals the system flags as most important, add perspective to breaking news, and publish analysis for other users.
Conductor AI, previously called Navas AI, is Conductor’s built-in assistant for semiconductor supply chain questions. Unlike general-purpose assistants, it answers only from Conductor’s collected and sourced industry data, so every response is traceable to its origin. Ask about lead times, fab utilization, capacity trends, or inventory positions and get an answer you can take into a review.
Conductor does not predict the future. It surfaces early signals, such as shifting lead times, capacity changes, or regulatory movement, in time for you to act on them. Because qualification cycles in semiconductor supply chains often run 12 to 18 months, early warning is frequently the difference between having options and having none.