Deliberate coverage. Deeper context.

25 companies in the coverage directory

24 with searchable sources; 21 with some reviewed relationships. Directory last updated: 2026-10-17. The workspace checks which companies are currently available before research.

25 matching companies

• NVDANasdaq

  NVIDIA

  Chip design

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-25

• AMDNasdaq

  Advanced Micro Devices

  Chip design

  Reviewed relationships · 2 SEC filings

  Latest filing: 2026-02-04

• AVGONasdaq

  Broadcom

  Chip design

  Reviewed relationships · 1 SEC filing

  Latest filing: 2025-12-18

• TSMNYSE

  Taiwan Semiconductor Manufacturing

  Foundries

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-04-16

• DELLNYSE

  Dell Technologies

  Systems and networking

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-03-16

• INTCNasdaq

  Intel

  Processors and foundries

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-01-22

• MUNasdaq

  Micron Technology

  Memory

  Preparing sources · 0 SEC filings

• QCOMNasdaq

  Qualcomm

  Chip design

  Reviewed relationships · 1 SEC filing

  Latest filing: 2025-11-05

• MRVLNasdaq

  Marvell Technology

  Chip design

  Reviewed relationships · 2 SEC filings

  Latest filing: 2026-08-28

• ARMNasdaq

  Arm Holdings

  Chip IP

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-05-26

• ASMLNasdaq

  ASML

  Manufacturing equipment

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-25

• AMATNasdaq

  Applied Materials

  Manufacturing equipment

  Reviewed relationships · 1 SEC filing

  Latest filing: 2025-12-12

• LRCXNasdaq

  Lam Research

  Manufacturing equipment

  Searchable sources · connection gaps · 1 SEC filing

  Latest filing: 2026-08-07

• KLACNasdaq

  KLA

  Manufacturing equipment

  Searchable sources · connection gaps · 1 SEC filing

  Latest filing: 2026-08-06

• AMKRNasdaq

  Amkor Technology

  Packaging and testing

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-20

• ASXNYSE

  ASE Technology Holding

  Packaging and testing

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-04-01

• GFSNasdaq

  GlobalFoundries

  Foundries

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-27

• UMCNYSE

  United Microelectronics

  Foundries

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-04-30

• ONNasdaq

  onsemi

  Analog and embedded

  Searchable sources · connection gaps · 2 SEC filings

  Latest filing: 2026-08-03

• NXPINasdaq

  NXP Semiconductors

  Analog and embedded

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-19

• TXNNasdaq

  Texas Instruments

  Analog and embedded

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-06

• ADINasdaq

  Analog Devices

  Analog and embedded

  Reviewed relationships · 1 SEC filing

  Latest filing: 2025-11-25

• MCHPNasdaq

  Microchip Technology

  Analog and embedded

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-05-21

• HPENYSE

  Hewlett Packard Enterprise

  Systems and networking

  Reviewed relationships · 1 SEC filing

  Latest filing: 2025-12-18

• ANETNYSE

  Arista Networks

  Systems and networking

  Reviewed relationships · 1 SEC filing

  Latest filing: 2026-02-14

What do the readiness labels mean?

• Reviewed relationships: some direct business connections have been checked against cited sources using AI. This is partial coverage, not independent human verification or proof of an event’s effect.
• Searchable sources: approved source documents can be searched, but reviewed direct relationship coverage has gaps.
• Preparing, refresh needed or paused: the company remains in saved watchlists, but is excluded from new research until its evidence is available.

Current semiconductor coverage uses textual SEC annual reports, selected quarterly reports and matching amendments. Additional sources are admitted individually. Selected government research articles preserve agency authorship, day-precision publication dates and complete conditions. They document dated research activity, not operating facilities, completed products or current production. Where identified, NIST validation records support only the named module and its recorded conditions, not broad company operations, supply relationships or customer compliance. Validation dates are distinct from publication dates. Selected ENISA EUCC certification records similarly support only the named product, versions and certificate conditions. Issuance and validity dates are not manufacturing or publication dates; a missing registry status remains unknown. Linked assets are outside those record scopes. Multiple filings from the same company are not independent corroboration. Recent sources do not mean every relationship is still current. Results return at most five companies after reviewing relevant relationships; additional connections may be omitted. This is not a complete supplier database or continuously updated news coverage.

What about country filters?

The current workspace filters by industry and watchlist. It does not yet offer country or exchange filters. A company’s headquarters or listing country does not establish where its suppliers, facilities or customers are exposed. Geographic conclusions need relevant source evidence.

How coverage expands

We are building CapWake industry by industry, starting with semiconductors and AI infrastructure. We plan to add companies as their source evidence is checked and introduce additional industries over time. Each addition needs approved sources, dated evidence and quality checks before it can be described as available. Planned companies and sectors are not included in the current coverage.

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