Did any US, UK or EU rule this week touch what we sell or name anyone we trade with?

Panbiota keeps one timeline of every new rule on chips, tools, design software and know-how, tagged by country and technology, and flags a newly restricted name that resembles a customer for a person to check. The licensing decision stays with the exporter.

When the US tightens chip exports, do the UK and the EU really follow within months?

Panbiota reads how often UK and EU rules follow a US move within 90 days, by technology, and what the latest US move likely means for both.

Is the gap between open-market and cloud GPU prices wide enough to cover moving the work?

Panbiota sets the hourly open-market price and free units for each GPU model against a large cloud's list and spot rates and the cost of moving a job, with a read on how long the gap is likely to hold.

If a strong earthquake and a power-station loss hit Taiwan's fab corridor, how long could our parts run short?

Panbiota sets a shock of that size against your own parts list, suppliers and days of stock, and shows how many weeks you could run short and which parts are most exposed.

Systems

Semiconductors.

Q: Is chip demand still speeding up, or have contract chipmakers and memory makers started to slow?

Panbiota's gauge moves with each month's revenue from Taiwan's chip firms, split into contract chipmaking, memory, packaging and design, and gives an early read on global chip sales weeks before the industry total.

The chip chain filing by filing: announcements, monthly revenue, export rules.

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Semiconductors · Chip markets

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Questions it answers

What it answers.

Is chip demand still speeding up, or have contract chipmakers and memory makers started to slow?
Did any US, UK or EU rule this week touch the chips, tools or design software we sell, or name anyone we trade with?
When the US tightens chip exports, do the UK and the EU really follow within months, and how closely?
Is the gap between the open-market price of an AI chip hour and a large cloud's price wide enough today to cover moving work?
If a strong earthquake and a power-station loss hit Taiwan's fab corridor in one week, how many weeks could our parts run short?
Which design ideas, such as chiplets or compute-in-memory, are gaining ground in research before they reach products?

Who it is for

Who uses it.

A small figure seen from behind on a hillside at dusk looks across the plain at the lit cleanroom buildings of a vast fab complex in Hsinchu, Taiwan

Fund managers and equity analysts who cover chipmakers

Where is the chip cycle before the results? Taiwan's monthly chip revenue, split by segment on filing day, brings the call weeks forward.

Wide view of a car assembly line in Puebla with painted bodies hanging from an overhead conveyor and a conspicuous empty gap in the line, bright factory light

Buyers and supply-chain planners at electronics, car and server makers

When to order early and how much stock to hold. An alert the day a fab shakes, a rule bites or a supplier's revenue turns.

Container stacks and quay cranes at the port of Rotterdam at dawn, a laden ship alongside and trucks queuing at the terminal gate in low golden light

Export-compliance officers at distributors, toolmakers, freight forwarders and trade-finance banks

Stop a chip, tool or design file reaching a restricted buyer. One US, UK and EU rule timeline flags look-alike names on publication day.

Aerial at sunset of a vast windowless data-centre campus in Virginia, rows of rooftop chillers and a high-voltage substation beside it, long shadows across the car parks

AI start-ups, research labs and compute buyers

Rent GPUs on the open market or at list price? Market price and free units against list and spot show compute turning scarcer or cheaper.

Extreme macro of the iridescent grid of dies across a silicon wafer, rainbow reflections sliding across the surface, held at an angle in a gloved hand against soft grey

Chip design and verification teams

Commit to an architecture and partners abroad, long before first silicon. Rising research ideas and limits on sharing know-how, seen early, leave room to adjust.

Modelled, tested, simulated, run

What we model, test and run.

Set-up, modelled

Spending up, memory slowing

Contract chipmaking revenue up on the year, memory slowing two months running, spending plans growing. Recognised when it forms, with what it likely means for the next two to three quarters.

Arbitrage set-up

One GPU hour, two prices

One GPU hour: open-market price against a large cloud's list or spot rate. Between them: moving data, setup, exit fees, capacity withdrawn mid-run. When does the gap cover the move?

Theory, tested

Washington moves, London and Brussels follow

Is a US chip-export tightening matched by the UK or EU within 90 days? How often, and how closely.

Simulation

Taiwan's fab corridor shaken

A strong quake and lost power stations in Taiwan's fab corridor, run on your parts and stock: weeks short, how bad it could get, and the supplier behind it.

Engine

Chip-chain tracking engine

A restricted name matches a customer: the shipment is held for checks. A fab shock passes your threshold: buffer stock ordered. Runs in your systems, on your rules.

What Panbiota can build

What we build for you.

Chip-cycle nowcaster

A gauge that moves with each Taiwan monthly revenue filing, split into contract chipmaking, memory, packaging and design. Gives an early global sales estimate, scored when the industry total lands.

Export-control tracker

Every new US, UK and EU rule on chips, tools and know-how, on one timeline. Tagged by country and technology. Possible name matches go to a person.

Compute gap model

Open-market price and free units for each GPU model, against a cloud's list and spot rates. Is today's gap wider than the cost of moving? A needle swings towards scarce.

Fab-shock exposure model

A map of fab clusters in Taiwan, South Korea, Kyushu and Arizona. Rings each quake; marks any large Taiwan power-station loss. Each event weighed for its likely supply effect.

Chip-architecture research tracker

A weekly chart of rising ideas in chip-architecture papers: chiplets, compute-in-memory, photonics, accelerators. Plus which countries' labs write them. Flags the week an idea first reaches a chipmaker's filings.

Services

Delivered to you.

Pre-dawn haze over a semiconductor campus near Pyeongtaek, lit factory halls beside flooded rice paddies reflecting the first pale light, wide view from a rural road

Daily chip-cycle reading

Daily, before Asian markets open: where the chip cycle stands, new export rules, AI-chip prices and live shocks.

A locked wire-mesh cage in a bonded warehouse in Dubai holding a single shrink-wrapped pallet, a padlock on the door, harsh overhead light in an otherwise empty hall

Export-control alerts and screening

New US, UK and EU rules, tuned to your products, destinations and customers, in your inbox. Possible matches flagged for your review; licensing stays yours.

A line of high-voltage pylons marching over green hills in Taiwan at dawn, mist in the valleys, a utility truck tiny on the road below, the nearest pylon canted slightly

Fab-shock event reports

After each strong quake near a fab or big Taiwan grid loss: size, distance and outage notices. Plus a simulated range of supply effects.

Close-up of a stream of identical green circuit boards moving along a conveyor through a pick-and-place line in a Shenzhen factory, shallow focus and bright light

Chip-chain data feed

The same readings, piped into your own models. Filings by type, revenue as filed, rules by country, GPU prices and scored shocks.

Systems

Cybersecurity Autonomy & robotics Scientific computing Climate & earth systems Bioinformatics Networks Industrial control Seismic & early warning

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