Signal Layer
Agents monitor component, fab, tool, export, logistics, and geopolitical signals.
Events are normalized with source metadata, severity, confidence, and provenance before they reach an operator.
// 04 / Selected Path
Semiconductors.
FAB
TOOL
CUST
Intelligence Loop
Turn external change into accountable action.
For semiconductors, CMD acts as the command layer between the signal environment and the people who own the response. Agents watch the outside world, Convex keeps the operating model live, and every brief carries sources, confidence, routing, and provenance.
Exposure Map
CMD resolves each signal against parts, fabs, tools, commitments.
The platform links change to dependency paths, commitments, timing, risk windows, and affected operating teams.
Agent Brief
The system explains what changed, what it affects, and why it matters.
Briefs carry sources, confidence, impact, recommended action, and the context needed for human review.
Owner Action
Work routes to supply, manufacturing, customer, and trade-compliance owners.
The loop is accountable: protect production plans, tool availability, and customer commitments, with action status and audit trail preserved.
Live Objects
Parts, fabs, tools, commitments
Watched Signals
Components, fabs, logistics, geopolitical constraints
Decision Owners
supply, manufacturing, customer, and trade-compliance owners
Outcome
protect production plans, tool availability, and customer commitments
// Route Briefing
Send the operating surface. CMD builds the briefing loop.
A useful first brief needs the surface, source environment, operating objects, and owner path. From there, CMD can model how agents should watch, map, brief, route, and preserve decisions.