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Signal Bureau What’s happening · what the record shows

Semiconductor

The chips at the heart of all modern electronics; their supply chain is a focus of industrial policy and U.S.–China competition.

Coverage of Semiconductor is holding steady : 5 signals on the latest tracked day, level with its three-week baseline of 5, across 4 domains (up from 2 a week ago). That makes it the #216 most-covered of the 289 concerns we track.

Semiconductor is steady by its own history. Its normal rhythm is about 5 signals a day across 4 domains (40 tracked days). A real move would be a day at 7+ signals — 25% above that baseline, the bar our trend read calls accelerating — or a spread into domains beyond its usual 4. That is the move that would push it up the Wire. It sits on our AI & Compute Desk.

What’s changed

6 of the last 7 tracked days ran above the three-week baseline — a sustained move, not a one-day spike.

What the reporting says

It shows up alongside AI (238), South Korea (79), Korea (73), Aug (69), Seoul (64), SK hynix (64), China (65), Nvidia (55).

Two steps out: Anthropic (through AI, 238 shared stories on the weaker link); Google (through AI, 238 shared stories on the weaker link); Meta (through AI, 238 shared stories on the weaker link); Microsoft (through AI, 238 shared stories on the weaker link).

Tracked since Mar 12, with coverage on 52 separate days — concentrated in South Korea.

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Counts computed from our committed signal record (Jul 2 – Aug 16, 40 tracked days). Informational only — not financial, legal, or investment advice. Prediction-market prices are shown as a signal of what the crowd believes. Terms · Privacy · page rendered Aug 17, 1:37 AM PT