Real-time semiconductor availability intelligence
American AI and tech firms face chronic shortages of advanced semiconductors as TSMC cannot fulfill surging demand despite US factory expansion.
SemiSource aggregates lead times, pricing, and inventory signals from TSMC, alternative foundries, distributors, and secondary markets. It uses AI to match your exact GPU/accelerator requirements against current and forecasted supply, recommending substitutes and optimal purchase windows so hyperscale operators can secure chips faster and at better prices.
hyperscale AI companies, data-center operators, and US tech firms deploying large-scale GPU clusters ($100M+ annual chip spend)
Combines proprietary supplier relationships, scraped public signals, and workload-specific compatibility models that tell you not just what is available but what will actually work for your training or inference jobs.
supportive
Live view of lead times across major foundries and distributors
Recommends functionally equivalent or pin-compatible alternatives
Predicts future availability windows using historical patterns
Historical and projected pricing for target SKUs
Notifications when target chips or substitutes become available
Weekly PDF with optimal buy quantities and timing
Reliability and lead-time consistency ratings
One-click CSV/SAP export of recommendations
Tests whether substitute chips meet your performance targets
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| stripe_customer_id | text | Yes |
| created_at | timestamp | No |
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| text | No | |
| role | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| sku | text | No |
| manufacturer | text | No |
| specs | text | Yes |
| workload_compatibility | text | Yes |
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| chip_id | uuid | No |
| supplier | text | No |
| lead_time_days | int | No |
| price_per_unit | int | No |
| quantity_available | int | Yes |
| recorded_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| chip_id | uuid | No |
| target_price | int | Yes |
| max_lead_time | int | Yes |
| active | bool | No |
Relationships:
/api/availabilityFetch latest availability data with filters
/api/matchesFind substitutes for given chip requirements
/api/alertsCreate new availability alert
/api/reports/procurementGenerate weekly recommendation report
/api/forecastGet 90-day lead time predictions
Single user
Up to 5 users
Unlimited users
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 80 | 15% | $1,050 | $12,600 |
| Month 6 | 610 | 21% | $9,200 | $110,400 |
Real-time visibility into semiconductor supply so you can secure GPUs before your competitors — even when TSMC is sold out.
1. Contact procurement and infra leads from companies that filed recent 10-Q disclosures mentioning semiconductor constraints. 2. Offer free 'Shortage Risk Assessment' reports as lead magnet on the landing page. 3. Attend SEMICON West and AI Supply Chain virtual summits to secure pilot partners.
Massive component database
Geared toward electronics manufacturers, not AI cluster operators
AI workload-specific matching and shortage forecasting tailored to hyperscale GPU buyers
Direct distributor data
Limited to their own inventory and no predictive analytics
Aggregates across all distributors and foundries with forward-looking predictions
Curated supplier relationship network and continuously improving compatibility dataset that grows more valuable with each customer query.
The AI boom has created a seller's market for advanced nodes while new US and EU fabs will not reach volume production until 2027+, creating a multi-year window where accurate intelligence commands premium value.
Data sources may become restricted or change format
Build multiple data ingestion paths and focus on value-added matching layer
Scraping terms of service violations
Prioritize official partner APIs and public government data first
Longer sales cycles than anticipated for $35 entry point
Target mid-market AI labs that move faster than hyperscalers for initial traction
Success: ≥18 indicate they would pay for real-time visibility
Success: ≥5 users convert to paid after seeing value
Success: 200 signups and 25 MRR conversions in first month
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