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Criticality comes from the trace model and describes the node's dependency importance.
Evidence comes from the canonical Vein Graph: AI assertions, user corrections, and external sources.
Completeness is a data-coverage label based on available summary, evidence, sources, tickers, and chokepoint rationale.
Dynamic claims are capped below 100% and AI-only edges remain labeled as inferred. Model: trace-score-v1.
Greenfield fabs, tool move-in, and substrate supply for reshoring programs.
Vibration isolation, chemical bunkers, and ultrapure water plants.
Pipefitters, electricians, and vendor field service for tool hookup.
Lithography, deposition, and etch tools ordered under CHIPS incentives.
On-site nitrogen, argon, and ultrapure water generation.
OSAT and substrate vendors needed to avoid fab islands without downstream flow.
Generated analysis — not investment advice.