[{"slug":"ZV-2026-1509","server_name":"siliconanalysts.com","severity":"breaking","title":"siliconanalysts.com: Tool get_market_advantage was removed.","summary":"[breaking] Tool get_market_advantage was removed. [safe] Description of get_fab_capacity changed (7% word delta). [safe] Description of get_fab_events changed (4% word delta). [safe] Description of get_policy_events changed (3% word delta). [safe] Description of get_wfe_signals changed (3% word delta).","changes":[{"kind":"tool_removed","tool":"get_market_advantage","detail":"Tool `get_market_advantage` was removed.","severity":"breaking"},{"kind":"description_changed","tool":"get_fab_capacity","after":"Fab Capacity — per-fab, per-tech-node-class capacity from the fabs + fab_capacity_snapshots time-series (100+ fab and advanced-packaging sites: TSMC, Samsung, Intel, SMIC, GlobalFoundries, SK hynix, Micron and more; Frontend in kwspm, Backend advanced-packaging in k units/month). Default mode returns the LATEST state per (fab, node class) at/before as_of, joined with fab metadata (name, foundry, country, status) and availability_status (fully_booked → available). series=true returns the full dated series — node conversions appear as capacity shifting between node-class rows across effective_dates (e.g. 28nm shrinking while 7nm grows). Every reading carries sourcing metadata (foundry_ir / wfe_vendor_earnings / government_filing taxonomy + citation + confidence) and is_projection for forward-looking guidance. Latest state: all tiers (incl. anonymous). series=true: free key → preview, Pro/Enterprise → full series.\n\nUSE THIS for: \"what is TSMC's 3nm-class installed capacity by fab?\", \"which fabs are fully booked?\", \"how is Fab 14's mature-node capacity being converted over time?\", country-level capacity aggregation.\n\nDO NOT USE for: node-level annual wafer starts (use get_wafer_pricing's foundry context or /api/v1/foundry endpoints — different granularity, deliberately separate); allocation/lead-time status per node (use get_foundry_allocation).\n\nFilters: fab_id, foundry, country, tech_node_class, as_of (latest-state cutoff), series (bool), limit (max entries returned: fab·class rows in latest state, newest readings with series=true). Access: latest state is free for all tiers (incl. anonymous); series=true returns a preview on a free key and the full series for Pro/Enterprise (anonymous gets an empty series + a get-a-key note). Cite as \"Silicon Analysts — Fab Capacity\".","before":"Fab Capacity — per-fab, per-tech-node-class capacity from the fabs + fab_capacity_snapshots time-series (65 fabs: TSMC, Samsung, Intel, SMIC, GlobalFoundries, and more; Frontend in kwspm, Backend advanced-packaging in k units/month). Default mode returns the LATEST state per (fab, node class) at/before as_of, joined with fab metadata (name, foundry, country, status) and availability_status (fully_booked → available). series=true returns the full dated series — node conversions appear as capacity shifting between node-class rows across effective_dates (e.g. 28nm shrinking while 7nm grows). Every reading carries sourcing metadata (foundry_ir / wfe_vendor_earnings / government_filing taxonomy + citation + confidence) and is_projection for forward-looking guidance. Latest state: all tiers (incl. anonymous). series=true: free key → preview, Pro/Enterprise → full series.\n\nUSE THIS for: \"what is TSMC's 3nm-class installed capacity by fab?\", \"which fabs are fully booked?\", \"how is Fab 14's mature-node capacity being converted over time?\", country-level capacity aggregation.\n\nDO NOT USE for: node-level annual wafer starts (use get_wafer_pricing's foundry context or /api/v1/foundry endpoints — different granularity, deliberately separate); allocation/lead-time status per node (use get_foundry_allocation).\n\nFilters: fab_id, foundry, country, tech_node_class, as_of (latest-state cutoff), series (bool), limit. Access: latest state is free for all tiers (incl. anonymous); series=true returns a preview on a free key and the full series for Pro/Enterprise (anonymous gets an empty series + a get-a-key note). Cite as \"Silicon Analysts — Fab Capacity\".","detail":"Description of `get_fab_capacity` changed (7% word delta).","severity":"safe","descriptionDelta":0.0714285714285714},{"kind":"description_changed","tool":"get_fab_events","after":"Fab Milestones — the dated construction & ramp event log: announcement → groundbreaking → equipment move-in → risk production → HVM, plus expansions and SCHEDULE SLIPS recorded as their own events (a delay never overwrites the original plan). Back to 2020. Each row: foundry, fab_name, event_type, event_date, announced_date, a summary, source URL, verbatim quote, and is_projection for forward-dated milestones.\n\nUSE THIS for: \"which fabs hit a milestone recently?\", tracking TSMC Arizona / Samsung Taylor / Intel Ohio / Micron / SK hynix timelines, \"which projects have slipped?\", validating fab-capacity projections against construction reality.\n\nDO NOT USE for: current capacity numbers (use get_fab_capacity); allocation/lead-time (use get_foundry_allocation).\n\nFilters: foundry, fab_id, event_type (announced|groundbreaking|topping_out|equipment_move_in|risk_production|hvm_start|expansion|delay|cancellation|conversion), country, limit (max rows). Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — Fab Construction Milestones\".","before":"Fab Milestones — the dated construction & ramp event log: announcement → groundbreaking → equipment move-in → risk production → HVM, plus expansions and SCHEDULE SLIPS recorded as their own events (a delay never overwrites the original plan). Back to 2020. Each row: foundry, fab_name, event_type, event_date, announced_date, a summary, source URL, verbatim quote, and is_projection for forward-dated milestones.\n\nUSE THIS for: \"which fabs hit a milestone recently?\", tracking TSMC Arizona / Samsung Taylor / Intel Ohio / Micron / SK hynix timelines, \"which projects have slipped?\", validating fab-capacity projections against construction reality.\n\nDO NOT USE for: current capacity numbers (use get_fab_capacity); allocation/lead-time (use get_foundry_allocation).\n\nFilters: foundry, fab_id, event_type (announced|groundbreaking|equipment_move_in|risk_production|hvm_start|expansion|delay|cancellation|conversion), country. Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — Fab Construction Milestones\".","detail":"Description of `get_fab_events` changed (4% word delta).","severity":"safe","descriptionDelta":0.036363636363636376},{"kind":"description_changed","tool":"get_policy_events","after":"Trade-Policy Timeline — the dated log of semiconductor trade-policy actions (export controls, entity listings, license policies, tariffs, subsidies, retaliation) anchored to GOVERNMENT PRIMARY documents (Federal Register / BIS, USTR, MOFCOM, METI, EU, Netherlands…), back to the Oct 2022 BIS advanced-computing rule. Each row: jurisdiction, agency, event_type, title, published/effective dates, affected_entities, node_threshold, a document reference (e.g. Federal Register cite), source URL, verbatim quote.\n\nUSE THIS for: \"what export-control rule changed in December 2024?\", building a policy timeline, \"which actions named SMIC?\", grounding a geopolitics/supply analysis in the actual published action.\n\nDO NOT USE for: analysis/commentary on policy (use get_market_intelligence); rumored or anticipated actions (only PUBLISHED actions are recorded).\n\nFilters: jurisdiction (us|china|japan|netherlands|korea|taiwan|eu|uk|other), agency (BIS|USTR|MOFCOM|METI|EU-COM…), event_type, limit (max rows). Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — Trade-Policy Timeline\".","before":"Trade-Policy Timeline — the dated log of semiconductor trade-policy actions (export controls, entity listings, license policies, tariffs, subsidies, retaliation) anchored to GOVERNMENT PRIMARY documents (Federal Register / BIS, USTR, MOFCOM, METI, EU, Netherlands…), back to the Oct 2022 BIS advanced-computing rule. Each row: jurisdiction, agency, event_type, title, published/effective dates, affected_entities, node_threshold, a document reference (e.g. Federal Register cite), source URL, verbatim quote.\n\nUSE THIS for: \"what export-control rule changed in December 2024?\", building a policy timeline, \"which actions named SMIC?\", grounding a geopolitics/supply analysis in the actual published action.\n\nDO NOT USE for: analysis/commentary on policy (use get_market_intelligence); rumored or anticipated actions (only PUBLISHED actions are recorded).\n\nFilters: jurisdiction (us|china|japan|netherlands|korea|taiwan|eu|uk|other), agency (BIS|USTR|MOFCOM|METI|EU-COM…), event_type. Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — Trade-Policy Timeline\".","detail":"Description of `get_policy_events` changed (3% word delta).","severity":"safe","descriptionDelta":0.0267857142857143},{"kind":"description_changed","tool":"get_wfe_signals","after":"WFE Order-Book — wafer-fab-equipment maker disclosures (ASML, Applied Materials, Lam Research, KLA, Tokyo Electron) from quarterly IR: bookings, backlog, segment revenue, and guidance, in the STATED currency (EUR for ASML, JPY for TEL, USD for the rest — never converted). The 12–24-month leading indicator for fab capacity. Each row: company, fiscal_period, metric, value(s), unit, as_of (release date), source URL, verbatim quote.\n\nUSE THIS for: \"is the equipment order-book turning up or down?\", ASML bookings trend, AMAT segment revenue by quarter, reading WFE demand ahead of fab-capacity changes.\n\nDO NOT USE for: fab capacity itself (use get_fab_capacity); foundry wafer ASP (use get_foundry_economics).\n\nFilters: company (asml|amat|lam|kla|tel), metric (bookings|backlog|deferred_revenue|segment_revenue|guidance_revenue|lead_time_weeks), segment, fiscal_period, limit (max rows). Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — WFE Equipment Order-Book\".","before":"WFE Order-Book — wafer-fab-equipment maker disclosures (ASML, Applied Materials, Lam Research, KLA, Tokyo Electron) from quarterly IR: bookings, backlog, segment revenue, and guidance, in the STATED currency (EUR for ASML, JPY for TEL, USD for the rest — never converted). The 12–24-month leading indicator for fab capacity. Each row: company, fiscal_period, metric, value(s), unit, as_of (release date), source URL, verbatim quote.\n\nUSE THIS for: \"is the equipment order-book turning up or down?\", ASML bookings trend, AMAT segment revenue by quarter, reading WFE demand ahead of fab-capacity changes.\n\nDO NOT USE for: fab capacity itself (use get_fab_capacity); foundry wafer ASP (use get_foundry_economics).\n\nFilters: company (asml|amat|lam|kla|tel), metric (bookings|backlog|deferred_revenue|segment_revenue|guidance_revenue|lead_time_weeks), segment, fiscal_period. Latest slice for all tiers; full history Pro (never a 403). Cite as \"Silicon Analysts — WFE Equipment Order-Book\".","detail":"Description of `get_wfe_signals` changed (3% word delta).","severity":"safe","descriptionDelta":0.02941176470588236}],"published_at":"2026-09-27T22:43:16.408Z"}]