Foundry Geopolitical Risk Intelligence Platform

Apple moved from TSMC sole-source to Intel IFS diversification — driven by geopolitics, not technology. Every fabless chip company faces the same decision, yet no dedicated tool exists to quantify foundry geopolitical risk or simulate diversification costs. The gap is the product.

Fabless semiconductor companies understand TSMC concentration risk but have no dedicated tool to quantify foundry geopolitical risk or simulate the cost of switching to Intel IFS, Samsung Foundry, or GlobalFoundries. Board-level supply chain decisions rely on consultant reports and spreadsheets.

The Apple-Intel foundry deal (WSJ, 2026-05-08) — brokered with direct White House intervention — officially elevated geopolitics to the top variable in chip supply chain decisions. CHIPS Act incentives, US-China tech decoupling, and Taiwan Strait tensions are all pulling at once. Every CTO/CSCO now needs to answer: 'What percentage of our chips are made in risk-exposed regions?'