Map the choke point to the stock.
CRUX scores supply chain scarcity across 1,369 companies, and lists the 202 where a large gap is likely to reach shareholders.
Sign-in required.
Nodes light up in order. EUV is the scarce node.
See the shortlist, with the exit rule attached.
202 companies pass both tests: Gap 10 or more, and payoff 60 or more, sorted by Gap.
| Company | Bottleneck | Payoff | Exit rule |
|---|---|---|---|
| ASML | 96 | 84 | Fewer than 40 EUV systems in two straight quarters by Q4 2026 |
| TSMC | 94 | 88 | Leading-edge utilisation below 80% for two straight quarters by Q2 2027 |
| AAOI | 78 | 34 | More than 10% new shares in 12 months, or the ramp slips two straight quarters |
Agent: AAOI passes on scarcity and still stays out. Payoff 34 is below the 60 floor.
| Node | Score |
|---|---|
| Design | Position only |
| Wafers | 87 |
| EUV | 96 |
| Foundry | 94 |
| Data centres | Position only |
| Data-centre power | Position only |
CRUX scores, not live prices. Position only means no score is held for that node here.
Follow one chain, node by node.
Chain Map draws every chain node by node, and Blast Radius follows what stops if a node stops, hop by hop.
Chains you can open
Equipment
Tools that make chips, including lithography.
Foundry
Wafer fabrication at leading and mature nodes.
Photonics
Lasers, optics, and optical components.
Memory
DRAM and NAND at scale.
Data-centre power
Switchgear, transformers, and backup power.
Uranium
Mining, conversion, and enrichment.
Docs
How to query CRUX info, local only for now.
REST API
Local detective server, port 8766. REST equivalents at POST /api/<tool>, plus GET /health and GET /tools. Use it from your own machine, not from a public host.
Agent Connectors
Local MCP toolset over HTTP JSON-RPC at POST /mcp, 26 tools for hunts, clues, and evidence. Your agent talks to the local server, with no public key issued.
30 files are hand-built. The other 1,175 are a model layer, labelled illustrative, not filing-grade. Price panels read Not verified. The backtest is simulated, not real prices.
Built for analysts who already work supply chains by hand, and want the map built first.