Semiconductor Packaging Capacity Intelligence Service
One-Liner
Real-time monitoring of TSMC and OSAT advanced packaging capacity allocation, sold to chip designers and hedge funds who cannot access proprietary capacity data.
AI Thinking Process
Impossibility Negation: 'You can't know real-time semiconductor packaging capacity allocation without being TSMC's direct customer.' Testing whether AI + satellite imagery + shipping data + public filings can create real-time intelligence.
TechInsights publishes Advanced Packaging Outlook. TrendForce tracks CoWoS wafer starts. Omdia covers capacity forecasts. The static version already exists. Real-time requires proprietary TSMC data.
KILLED: Data producer incentive misalignment (G038). TSMC benefits from information asymmetry — real-time data requires their cooperation which will not come. Static intelligence market already served by TechInsights/TrendForce.
Kill Reason
Data producer incentive misalignment is structural and fatal. TSMC controls 60%+ of foundry revenue and benefits directly from information asymmetry in capacity allocation. The intelligence needed (real-time CoWoS slot allocation) is proprietary to TSMC and its OSAT partners — they have every incentive to withhold it. Existing services (TechInsights, TrendForce) already serve the static quarterly intelligence market; real-time data requires TSMC cooperation that will never be given.
Risk Analysis
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