get_bottlenecks
AI Hardware Bottleneck Board — eight points where AI accelerator supply can stall (CoWoS-L packaging, HBM, TSMC N3, the HBM base die on foundry logic, large ABF substrates, T-glass, test equipment, InP lasers), each with a judged state: loose / balanced / tight / allocated / sold_out, or watch. Every node returns the evidence behind its state (with the company's own words where they exist), five standard numbers — lead time, price change, share under contract, customer deposits, capacity and timing — each with an evidence grade and source links, what would change the state, and the next dated checkpoint. Also returns the customer-deposit table (TSMC, Samsung, Micron, SK hynix balance-sheet lines) and claims that failed against primary sources. Grades: A = a filing or the company's own words; B = two or more independent outlets; C = one outlet; D = echo. A state moves only on A or B evidence; judgments are weekly, dated, and never overwritten.
USE THIS for: "is CoWoS / HBM / ABF substrate supply constrained right now, and on what evidence?", "which AI hardware inputs are sold out or allocated?", "who is prepaying for capacity?", checking whether a widely repeated shortage claim (e.g. "CoWoS sold out through 2026") is in the company's own words, finding the next event that could change a bottleneck.
DO NOT USE for: per-node lead-time or customer-share time series (use get_foundry_allocation); fab-level capacity (use get_fab_capacity); HBM prices and vendor share (use get_hbm_market_data).
Filters: node (id or name fragment: cowos-l, hbm, n3, hbm-base-die, abf-substrate, t-glass, ate, inp-laser), state, include_history (bool — every earlier judgment with its date, rules version and reason). Missing numbers are null, never estimated. Fully public at full fidelity for every tier including anonymous. Cite as "Silicon Analysts — AI Hardware Bottleneck Board".
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| node | No | ||
| state | No | ||
| include_history | No |