CapWake + Claude: from headline to next steps

AI-generated Cedar narration, warm style. Illustrative TSMC scenario. Edited chronological highlights of a genuine saved-analysis conversation recorded October 23, 2026. The initial question/CapWake lookup is followed by the final action memo from later in the conversation.

Spoken narration:

0.25s — intro
A semiconductor headline lands. Which companies deserve your attention? CapWake brings filing-backed company connections into Claude, so you can build a focused research plan and turn the findings into practical next steps.

14.95s — news
We start with a possible TSMC production pause, and ask CapWake which companies to investigate. Claude opens our saved company research.

25.35s — findings
Later in the conversation, the action memo highlights Marvell and AMD. Marvell names TSMC as its sole advanced-node foundry, including three nanometers. AMD describes its reliance for CPU and GPU wafers at seven nanometers and below. Those specific connections give the team a clear starting point.

46.85s — actions
Here is the practical payoff: a cited action plan. Map Marvell’s three-nanometer products and their revenue contribution. Identify AMD’s relevant products and investigate supply options. Compare inventory coverage against the two-week scenario. CapWake supplies the documented connections. Claude helps organize the priorities and turn them into a briefing your team can use. Explore CapWake at capwake dot com.

Selected on-screen conversation:

Initial question: Suppose TSMC announces a two-week pause in advanced-node production. I follow AMD, NVIDIA, Broadcom and Marvell. Use my latest saved CapWake analysis of this scenario to recommend which companies to investigate first and why. Give three concise takeaways with filing links, under 120 words. Focus on the findings and practical research priorities.

Visible tool activity: Claude loads CapWake MCP and lists recent saved analyses.

Later in the conversation — final action memo:
TSMC Pause Action Memo
Why focus here
Marvell names TSMC as its sole foundry for advanced-node wafers, including 3nm (10-Q, Aug 2026). AMD sources all CPU and GPU wafers at 7nm and below from TSMC (10-K, Feb 2026). These are the most direct TSMC dependencies documented in our coverage.
Recommended actions
1. Map Marvell’s 3nm products and their share of revenue.
2. List AMD’s products at 7nm and below, and confirm whether any alternative capacity exists beyond GlobalFoundries’ 12nm and 14nm.
3. Compare each company’s inventory days against a two-week supply gap.

Filing links in the final memo:
Marvell: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm
AMD: https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm

Additional filing sources in the saved four-company analysis:
Broadcom: https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm
NVIDIA: https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm