Supply chain intelligence

Your chip supply chain.
Understood daily.

ALISEO monitors your semiconductor supply network across product, corporate, capacity, and geopolitical signals to anticipate component shortages before they disrupt production.

ALLOCATION RISK · 28nm

Node pressure detected

TPS65988 (PMIC) · TSMC 28nm · Texas Instruments
AI accelerator demand absorbing node capacity · Digi-Key LT: 38w
RISK SCORE
84/100
+16 7D
Knowledge graph
Every component mapped to its IDM, foundry, process node and distributor network. Risk propagates upstream — not just what your Tier-1 tells you.
CMD GEO LOG
Multi-agent AI
Parallel agents monitor IDM capacity, distributor inventory, geopolitical signals and node utilisation simultaneously — one reasoning layer per signal type.
Earth observation data
Satellite imagery of fab construction sites, wafer fab output indicators and port congestion on chip shipping routes — decoded into supply availability signals.
NOW
Predictive forecasting
Shortage probability and price pressure weeks ahead — not a lead time dashboard you check after allocation hits.
IF
Scenario simulation
"What if TSMC cuts automotive allocation by 30%?" — see the impact on your BOM in seconds.
How ALISEO works

From foundry node to procurement action.

01

Upload your BOM

Aliseo maps every component to the foundry and IDM that produce it.

02

Fuse signals

Distributor inventories, market prices, foundry capacity and trade restrictions monitored continuously.

03
78

Risk score per component

Each BOM line gets a continuously updated risk score.

04

Sourcing actions

Buffer stock, alternative suppliers, pre-buy recommendations.

1

BOM Dashboard

A real-time view of every component in your BOM — risk score, lead time trend and exposure level, updated weekly.

2

Demand Signals

Component-level availability, lead times and spot prices — combined with IDM earnings, book-to-bill ratios and fab utilisation to read actual demand before it hits distribution.

3

Capacity Signals

Continuous mapping of CAPEX announcements, foundry agreements and fab expansions, to anticipate capacity bottlenecks.

4

Geopolitical Signals

The supply chain is geopolitics. Aliseo maps every regulatory shift and geopolitical signal to the specific components in your BOM.

5

Weekly Action List

Every Monday: three concrete actions per at-risk component — buffer stock recommendation with deadline, top-3 drop-in alternatives with qualification effort, and open renegotiation windows before price increases land.

Overview
Settings
GM
Guest Member Aliseo Organization
Workspace / BOM Dashboard
Search...
⌘K
Components tracked
12
Active BOM
At high risk
4
↑ +1 vs prev. week
Component
Part Number
Risk Score
Trend
Action
CC2652R Transceiver
CC2652R1FRGZR
82
↑
Draft order
STM32H7 MCU
STM32H743VIT6
88
↑
Supplier qual.
LSM6DSR IMU
LSM6DSRTR
75
↑
Renegotiate
STUSB1602 USB-C
STUSB1602AQTR
65
—
Monitor
TMP117 Temp Sensor
TMP117NAIDRVR
58
—
Monitor
INA333 Amplifier
INA333AIDRGT
50
—
Monitor
ATECC608B Crypto
ATECC608B-SSHDA-B
47
↑
Monitor
W25Q128 Flash
W25Q128JVSIQ
38
—
OK
TPS62840 PMIC
TPS62840DLCR
21
↓
OK
Critical Lead Times
24
↑ +8 vs 7d
Rising Spot Prices
37
↑ +12% vs 7d
Avg. Book-to-Bill
1.18
↑ +0.08 vs prev. Q
Fab Utilization
92%
↑ +3pp vs prev. Q
Component
Manufacturer
Signal
Impact
STM32H743VIT6
STMicroelectronics
Extended lead time
High
TPS7A4700QRGWR
Texas Instruments
Rising price
Medium
CYD68013A-56LTXC
Infineon
In allocation
High
MAX32672
Analog Devices
Stable
Low
CAPEX Announcements
12
↑ +4 vs 30d
Foundry Agreements
7
↑ +2 vs 30d
Public Investments
23
$6.7B pipeline
Expanding Fabs
9
↑ +3 vs 30d
CAPEX (Last 12 months)
Latest Announcements
TSMC
New 3nm fab in Arizona — $4.0B
Samsung
Fab expansion in Texas — $1.7B
Export Controls
6
↑ +3 new vs 30d
Geopolitical Tensions
High
Taiwan Strait
Sanctions & Tariffs
4
↑ +2 new vs 30d
Forced Reshoring
7
↑ +3 vs 30d
Event
Date
Category
US restrictions on ASML
May 10, 2025
Export Control
Taiwan military exercises
May 9, 2025
Geopolitics
US tariffs on semiconductors
May 8, 2025
Tariffs
Supplier Sourcing
7 agents active · updated 3 min ago
Analysis running…
4 done · 1 running · 3 queued
C
Compliance
done
F
Financial
done
G
Geopolitical
done
P
Pricing
done
O
Operational
running…
L
Logistics
queued
N
News
queued
R
Nat. risks
queued
Actionable insights · ranked
Top 3 of 12
1
A+
Recommended
Allocate 60% to TSMC + Infineon
Lowest combined risk · 8.2 weeks
2
A−
Hedge
Diversify with GlobalFoundries
Hedge geopolitical exposure · +1.4w
3
B+
Time-sensitive
Pre-buy Q3 against allocation
Lock pricing before forecast spike
Synthesis · ALISEO orchestrator
STM32H743VIT6 shortage probability moved to 68% within 6 weeks. Split the 1M-unit order across 2 foundries and pre-secure wafers for Q3 — projected savings €1.2M vs. spot exposure.
Execute plan
Reasoning
Data & signals

Foundry-IDM Intelligence Core

Raw market signals flow in. The graph cross-references every foundry and IDM relationship. Structured intelligence flows out.

Input layer

Component catalog

Foundry node utilisation

Satellite EO imagery

Financial & filings

Trade & geo risk

Distributor lead-times

Foundry ↔ IDM mesh
AI intelligence
ALISEO core

Multi-agent reasoning

Procurement
BOM risk scoring

Score 0–100 per component with foundry node breakdown, shortage window and confidence level.

Buyer
Qualified alternatives

Top-3 per at-risk component with drop-in / parametric / re-design classification and current lead time.

Risk
Supply chain risks

Node concentration, single-source exposure, geopolitical risk by geography, Tier-2 IDM dependencies.

Finance
Price intelligence

IDM price increase signals matched to your contract renewal windows. Spot wafer price trends.

The team

Meet the founders

Silvia Velmer
SILVIA VELMER
CEO

PhD Management & Sustainability, ETH Zurich. Brings academic rigor and industry network across European specialty manufacturing and sustainability procurement.

Strategy Go-to-market
silvia@aliseo.tech
Arianna Fossati
ARIANNA FOSSATI
CPO

Experience in LEO satellite constellation development, testing and image data analysis. Leads product definition and the EO signal processing layer at ALISEO.

Satellite EO Image Analysis
arianna@aliseo.tech
Mauro Ottobretti
MAURO OTTOBRETTI
CTO

Senior software engineer, 10 years. Designed the multi-agent AI system and the supply chain risk graph at the core of ALISEO's real-time risk propagation engine.

Platform Arch. Multi-agent AI
mauro@aliseo.tech
Global signals · continuously refreshed

A planet of live intelligence.

Your components, their foundries, their distributors — monitored around the clock.

Stop waiting for your distributor to call.

Upload your BOM. ALISEO maps every part to its foundry node, scores shortage risk across 8 signal types, and tells procurement teams where to act — weeks before allocation hits.