Weighted BFS propagation across 18,649 supply chain edges. Edge weights combine supply share (% of customer's input from supplier) and criticality (1–10 replaceability scale). When market correlation weighting is enabled, criticality blends editorial judgment with FactSet 3-month stock price correlation (available on ~78% of FactSet edges; WRDS and unlisted edges use editorial scores only). The blend maps Pearson r to the [1,10] criticality scale via 5×(1+r) and linearly mixes with the editorial score. Sole-source edges retain a criticality floor of 9 regardless of correlation. Select a pre-built scenario or build a custom disruption.
How do dependencies propagate through the global AI chip supply chain? Select a scenario (a Taiwan Strait crisis, an EUV lithography export halt) and trace how a single node's removal reshapes access across suppliers, facilities, and sovereign programs, based on verified supply chain relationships. Each connection is weighted by supply share, replaceability, and (optionally) stock price co-movement as a proxy for economic coupling across 18,649 bilateral edges. Toggle between instant topology view and temporal dynamics (inventory buffers, substitution lag) to see how effects unfold over weeks. For static concentration scoring by layer, see Chokepoint Anatomy.