Phase 2E · Semantic policy watch
Five ways the fiber can tighten
Frozen claim on the left. Current official read on the right. Company-level facts stay UNKNOWN until separately refreshed.
Official-source review
5 / 5 lanes
0 reversals identified · 3 scope clarifications
Policy evidence CONFIRMED
Relationship freshness UNKNOWN
Operational boundary RESEARCH ONLY
Review window 2026-08-17
Loading reviewed policy lane
01 · frozen claim
02 · official retrieval
03 · semantic comparison
04 · retained or clarified
Capability flow
Supplier or service provider → recipient
Click a node to isolate its fibers. Click an edge for evidence.
Autonomy is a layered import
NVIDIA, Qualcomm, Arm, NXP and ADI touch compute, ranging, radar and signal-chain layers across listed Chinese vehicle platforms.
Foundry edges fracture first
SMIC and Hua Hong retain documented EDA or equipment links, but chronology and licensing matter more than a simplistic “supplier” label.
Rewiring is not switching off
Phase 2A adds only twelve defensible edges; near-edges without named deployment evidence remain blank.
Phase 2C · Policy shock simulator
Where the fracture travels next
Mechanically propagates a discrete policy shock across the 41 verified relationships. It does not forecast revenue, price or policy probability.
Propagation depth
Network propagation
Selected scenario
Immediate
Second order
Second order means one verified relationship away from an immediately affected company. It is a dependency path, not proof of economic loss.
Available substitutes
Replacement paths, not magic doors
Readiness and delay are scenario estimates. Source-backed capability does not imply drop-in parity.
Affected verified fibers
Immediate + second order
Policy and substitute sources
Phase 2D · External bridge layer
The missing middle
TSMC, memory, packaging, equipment and private AI/robotics companies sit outside the frozen universes. This layer adds them without changing the original 41 listed-company edges.
Capability, component or service → recipient
External dependency layer
Capability flow through the missing middle
A dashed line means commercial terms are undisclosed. Reverse cash is drawn only where supplier/customer structure supports a direction; amounts remain UNKNOWN.
External bridge ledger
Selected lane
Selected, not exhaustive. Missing Huawei and other near-edges remain explicit research gaps until company-level evidence is registered.
The selective expansion
Relationship matrix
Only colored cells have verified evidence. Select a cell to open the relationship.
Audit trail
Relationship ledger
Amounts are unknown unless a primary source disclosed them.
| Provider | Recipient | Flow | Status | Evidence | Risk | Date | Amount |
|---|
Phase 2B · Sparse 100 × 100 navigation
Explore every issuer without inventing edges
All 200 issuers are selectable. A blank pair means NOT_ESTABLISHED, never “no relationship.”
Direct-pair check
Choose one issuer from each frozen universe
Filters apply to visible routes. Hidden evidence is called out; unsupported pairs remain unknown.