Semiconductors | Bulkhead τ Domain

Domain Overview

Semiconductors is a deterministic market-intelligence domain modeled after PPR_Agent architecture and adapted for CPU, GPU, and foundry analysis.

It combines structured market-share snapshots, vendor fundamentals, daily pricing, and event timelines to support reproducible analyst workflows.

Bulkhead τ Principles Applied

Write-Then-Verify

Variation 5/6 workflows persist catalyst notes and SOP runs, then explicitly verify artifacts.

Abstraction Ladder

Variations progress from basic lookup to trend/CI analysis, then SOP orchestration and visualization synthesis.

Domain Doctor Tools

Tools are narrow and deterministic: each function owns one analytical operation over SQLite state.

Anti-Hallucination Templates

Catalyst notes and interactive research pack outputs use structured templates and stable fields.

Test-and-Prove

Domain includes smoke tests across Variations 1-8 and generated artifacts for visual verification.

Database Coverage

Metric	Value	Status
Market Share Rows	36	Loaded
Vendor Metric Rows	2,869	Loaded
Price Rows	106,413	Loaded
Event Rows	10	Loaded
Market Share Date Range	2024-12-31 to 2025-12-31	Current
Price Date Range	1972-01-07 to 2026-02-05	Historical+

Current Share Snapshot (2025-12-31)

GPU Discrete

NVIDIA 84% | AMD 14% | INTEL 2%

Market-share leaders from manual authoritative inputs

GPU DataCenter

NVIDIA 90% | AMD 8% | INTEL 2%

Acceleration-heavy compute segment

CPU Client

INTEL 62% | AMD 35% | OTHER 3%

Mainstream client processor split

CPU DataCenter

INTEL 60% | AMD 38% | OTHER 2%

Server CPU competitive structure

Foundry Wafer

TSMC 61% | SAMSUNG 13% | OTHER 9%

Foundry concentration and ecosystem baseline

Interactive Outputs

HTML briefings + research pack index

Variation 8 generates linked artifacts for drilldown

Sample Queries

# Top leaders in discrete GPU share get_top_market_share_leaders(market="GPU", segment="Discrete", limit=3) # Compare NVDA vs AMD across 2024-2025 compare_companies(companies=["NVDA", "AMD"], start_year=2024, end_year=2025) # Build an interactive executive briefing build_interactive_semiconductor_briefing() # Run write-then-verify SOP for a catalyst event run_catalyst_sop(company="AMD", event_date="2025-01-30", thesis="Datacenter momentum") # Event impact on price around earnings get_event_impact_on_price(ticker="NVDA", event_date="2025-02-21", window_days=5)