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.

EARLY WARNING

Risk spike detected

MCU (STM32H7) · TSMC Taiwan → Germany
Disruption probability elevated · 63 days
RISK SCORE
78/100
+12 7D
Knowledge graph
Suppliers, materials, plants and lanes connected. Risk propagates through the network — not just Tier 1.
CMD GEO LOG
Multi-agent AI
A multi-agent architecture monitors commodities, geopolitics, logistics and markets in parallel.
Satellite data
High-resolution Earth observation imagery decoded into supply-chain indicators — production, stockpiles, infrastructure.
NOW
Predictive forecasting
Disruption probability days and weeks ahead — not a dashboard of what already happened.
IF
Scenario simulation
"What if Suez closes?" — replay disruptions on your network and quantify impact in seconds.
How ALISEO works

From global signals
to your next chip order.

ALISEO connects four signal layers — product, corporate, capacity and geopolitical — through a multi-agent AI that maps every component on your BOM to risks, alternatives and concrete sourcing actions.

01

Map your BOM

Upload your bill of materials. ALISEO links every part, package and foundry to live signal streams.

↳ ANY MPN, ANY FORMAT
02

Fuse signals

Distributor inventories, IDM earnings calls, fab CAPEX and export controls — fused in real time.

↳ 4 LAYERS · 150+ SOURCES
03
78

Reason with agents

A swarm of specialised agents reasons across the layers — ranking suppliers and quantifying disruption risk per part.

↳ EXPLAINABLE END-TO-END
04

Act on insight

Sourcing shortlists, allocation splits and pre-buy plays delivered to procurement and ops, ready to execute.

↳ READY TO EXECUTE
1

Product Signals

Monitor electronic components in real time across major distributors and foundries.

2

Corporate Signals

Go beyond the balance sheet. We analyse earnings call transcripts, book-to-bill ratios and fab utilisation rates of top IDMs to anticipate strategic shifts before they impact your supply.

3

Capacity Signals

Track global manufacturing capacity. ALISEO continuously maps CAPEX announcements, new foundry agreements and fab expansions to forecast future bottlenecks and shortages.

4

Geopolitical Signals

The supply chain is geopolitics. Get instant alerts on new export controls, trade tariffs, military tensions in the Taiwan Strait and forced reshoring initiatives that hit your BOM.

5

AI Agents

A swarm of specialised AI agents reasons across every signal layer in parallel — turning raw data into actionable insights: ranked supplier shortlists, sourcing strategies and prioritised mitigation plays, ready to execute.

Overview
Settings
GM
Guest Member Aliseo Organization
Workspace / Product Signals
Critical Lead Times
24
↑ +8 vs 7d
Rising Spot Prices
37
↑ +12% vs 7d
New Announcements
15
↑ +2 new
In Allocation
18
↑ +6 vs 7d
Component
Manufacturer
Signal
Impact
STM32H743VIT6
STMicroelectronics
Extended lead time
High
TPS7A4700QRGWR
Texas Instruments
Rising price
Medium
MAX32672
Analog Devices
New product
Low
CYD68013A-56LTXC
Infineon
Discontinuation
High
Avg. Book-to-Bill
1.18
↑ +0.08 vs prev. Q
Utilization Rate
92%
↑ +3pp vs prev. Q
Earnings Calls
8
In the next 15 days
Guidance Revision
5
This quarter
IDM
Book-to-Bill
Utilization
Trend
Intel
1.05
88%
Texas Instruments
1.21
93%
STMicroelectronics
1.17
91%
Infineon
1.31
95%
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
Total Order
1.000.000
units
Target
10
weeks
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

A 360° view
of supply-chain risk.

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

Input layer

EO & satellite

14.2k/d

Financial & filings

2.7k/d

Geopolitics

820/d

Logistics & lead-times

9.1k/d
Live · Foundry ↔ IDM mesh

Mapping the interdependency graph.

Many-to-many
Active links42/72
Signals · last 60s1,247
Anomalies3
Foundries IDMs — shared capacity link
SYNCED 00:00:00 UTC
AI intelligence
ALISEO core

Multi-agent reasoning

12 agents · graph ƒ · live brief
C-level
Strategic brief

Exposure heatmap, scenario impact on revenue & margin.

Procurement
Sourcing actions

Alt-suppliers, price drift, lead-time anomalies per BOM line.

Operations
Production guardrails

Capacity signals & allocation impact on delivery plans.

Risk & Compliance
Exposure map

Geopolitics, sanctions, single-source & tier-N concentration.

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
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
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
Global signals · continuously refreshed

A planet of live intelligence.

ALISEO continuously monitors signals across 6 continents — your supply chain, watched around the clock.

Stop reacting. Start anticipating.

Book a 30-minute demo to see how ALISEO turns global signals into concrete sourcing actions — for the components that matter to your production line.