backplane
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About Backplane

A systems intelligence tool for the semiconductor supply chain.

What is Backplane?

Backplane maps the structure, dependencies, and bottlenecks across the global semiconductor ecosystem. It helps you understand how different layers of the supply chain move relative to each other.

What it is

  • A reference for understanding semiconductor infrastructure
  • A map of supplier/customer dependencies
  • A tool for tracking how supply chain layers diverge

What it's not

  • A trading app or stock screener
  • A portfolio tracker
  • A prediction engine
  • A real-time market terminal

Data Sources

Market Data

  • Source: Yahoo Finance
  • Updates: Daily at 9 PM ET (weekdays)
  • Type: End-of-day prices only

Curated Data

  • 49 companies tracked
  • 190 supplier/customer relationships
  • 7 supply chain segments
  • 5 identified bottlenecks

Supply Chain Layers

The semiconductor supply chain is organized into functional layers. Each layer depends on the layers below it.

Design & IPEDA ToolsFoundryEquipmentPackagingMaterials

How to Use

Map

Explore supplier and customer relationships. Hover to highlight connections.

Segments

View layer performance trends and compare how segments move over time.

Compare

Analyze divergence between segments or companies over 30 days.

Bottlenecks

Track supply chain constraints and their severity.

Companies

Deep-dive into individual players, their connections, and price history.

Market data updates daily at 9 PM ET on weekdays. All prices are end-of-day, not real-time. Company and relationship data is manually curated.

Built by Lance Tuller

Backplane is an independent project. If you find it useful, consider supporting continued development.

lance0.com@lance0Support on Ko-fi

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