Answer Anonymously, Get the Full Benchmark
Read your own lead times, supply agreements, inventory, and capacity against the rest of the industry. The annual survey and the Quarterly Pulse are one SEMI-governed, encrypted data exchange. They return aggregated, anonymized semiconductor supply chain benchmarks you cannot get anywhere else, read with the people who know the chain best.
Five questions, about three minutes. Your submission is encrypted, governed by SEMI, and released only as aggregated and anonymized peer-group trends.
Built with industry leaders
The visibility gap
The Numbers You Plan Against Are Not in Public Data
Most semiconductor companies cannot see clearly past their Tier 1 suppliers, yet this chain concentrates risk further down: single-source materials, few qualified suppliers per step, requalification measured in quarters. Those numbers were never published, so neither public data nor a general-purpose AI tool can close the gap.
The industry is not asking for more AI. It is asking for trust, accuracy, and execution. Conductor™ is where the annual survey and the Quarterly Pulse run, and the only place their aggregated results are published. What makes that possible is not technology. It is neutrality.
- Neutral. SEMI holds the question set as neutral custodian, so the questionnaire never arrives from a buyer to its own suppliers.
- Anonymous. Only aggregated and anonymized peer-group trends are released. No participant, including SEMI and Beebolt, sees another company’s answers.
- Reciprocal. The data exists only because peers contribute it. Submit your own answers and the aggregated results open to you.
Annual · The Semiconductor Supply Chain Survey
The Industry Survey the Sector Relies On, Now on Conductor™
SEMI has run the Semiconductor Supply Chain Survey for years, from materials and equipment through foundry, assembly, and OEM. Starting in 2026, it runs on Conductor. Responses are encrypted on submission, and only aggregated, anonymized peer-group trends are released.
- Benchmarks across the whole value chain. See how lead times, inventory, capacity, and demand trend by segment, and where your own position is the outlier.
- Open findings, properly analyzed. You get earlier access to preliminary findings, interactive charts with QoQ and YoY comparisons.
- Answers in plain language. Ask how your segment compares and get a sourced answer you can take into a review.
Between rounds · The Quarterly Pulse
The Same Read,
Four Times a Year
The Quarterly Pulse is not a second survey. It is the same SEMI-governed, encrypted exchange, cut down to the three measures that move most between annual rounds: lead times, supply agreements, and inventory. The same aggregation applies, so results are released only once no single company can be identified.
- About five questions, three minutes. Six if you supply into the chain, and tailored to your role.
- Contribute to unlock. Submit your answers and invite your Tier 1 suppliers, and the results open for you and for them.
- A read that compounds. Each Pulse sits beside the last and beside every annual round before it, so you read a trend rather than a data point.
Coverage widens as more of the chain participates, with Tier 2 signal planned for Q4.
Where the results live
Results You Can Work With, Not a Report You File
A benchmark is worth what it changes. Every round reports on Conductor™ and nowhere else, as interactive cards you can open, filter to your segment, and read against what moved in the chain this week.
Human and Industry in the Loop®: Conductor’s multi-agent AI connects each benchmark to the signals around it. A person from the industry, Beebolt’s intelligence team or a Fellow, reviews what it flags as most important. Anyone on your company’s email domain can read the results, so the analyst and the decision maker work from the same number.
Current lead time vs normal
+4 wks
Above baseline
62% of respondents report lead times above their normal range.
Demand change
+7%
Quarter over quarter
Growth concentrated in advanced packaging and HBM-adjacent demand.
Demand visibility
9 wks
Median forward view
Median firm visibility across the chain, down from 11 weeks last round.
Volume under long-term agreement
58%
Supply agreements
Share of reported volume covered by a long-term agreement rather than spot.
Inventory level, current vs target
−12%
Below target
Materials segment sits furthest below its stated target position.
Inventory level, past quarter vs current
+3%
Rebuilding
Median firm visibility across the chain, down from 11 weeks last round.
Every figure is aggregated across participants and anonymized. No individual company response is displayed anywhere in Conductor™.
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 chain.
- Contribute about five questions a quarter, roughly three minutes of your time.
- Get back aggregated and anonymized benchmarks on lead times, supply agreements, inventory, and capacity.
- Read them on Conductor™, beside the daily signals, and query them in plain language.
- Share them across your company. Anyone on your email domain can read them.
- Your raw answers stay yours. Only peer-group trends are ever released.
Frequently asked questions
What Contributors Ask About These Industry Surveys
If your question is not here, the fastest route is a short call with the team who built it.
The Quarterly Pulse is a short, SEMI-governed survey on Conductor that tracks lead times, supply agreements, and inventory across the semiconductor value chain between annual rounds. It takes about [five] questions and three minutes, with questions tailored to your role. Contributing your own answers unlocks the aggregated results.
The annual survey and the Quarterly Pulse on Conductor are open to companies across the semiconductor value chain: materials and equipment suppliers, IDMs, fabless companies, foundries, OSATs, and OEMs. Questions are tailored to your role, and suppliers answer one extra Pulse question. Inviting your Tier 1 suppliers widens the read for you and for them.
Both run on Conductor under the same SEMI governance and encryption. The annual Semiconductor Supply Chain Survey is the broad read across materials, equipment, foundry, assembly, and OEM, covering lead times, inventory, capacity, and demand. The Quarterly Pulse is the same exchange cut down to the measures that move most between rounds, so you read a trend four times a year.
On Conductor, no participant, including SEMI and Beebolt, sees another company’s raw answers. Submissions are encrypted, and only aggregated and anonymized peer-group trends are released, once no single company can be identified. Pulse participants also sign a Data Use Agreement that limits use to supply and demand signals and rules out competitive intelligence, pricing, litigation, and media.
SEMI holds the question set for both Conductor surveys as a neutral custodian, so the questionnaire never arrives from a buyer to its own suppliers. That neutrality is what lets competing companies answer the same questions honestly. Only aggregated and anonymized peer-group trends leave the exchange, so taking part never exposes your position to a customer or competitor.
Conductor’s survey benchmarks come from the companies that quote the lead times, hold the inventory, and sign the supply agreements, not from estimates or scraped data. Every segment answers under the same SEMI governance, and results are released only once no single company can be identified. Each Pulse sits beside every earlier round, so a shift reads as a trend.
The annual survey on Conductor includes an analysis period after responses close, so preliminary findings are shared once that analysis is complete, not as responses arrive. From then on, the findings are open to contributors. Quarterly Pulse results are released after each round closes, once enough companies have contributed that none can be identified.