Bulkhead τ Domain

Semiconductors Tools

25 Specialized Tools Across 8 Variations

Tool Family Overview

Tooling follows Bulkhead τ principles: atomic operations, explicit parameters, and verifiable outputs.

6
Core Tools
5
Catalyst Tools
3
SOP Tools
10
Visualization Tools

Core Market Intelligence (V1-V4)

Tool Purpose Example
GetTopMarketShareLeaders Rank companies by share in a market/segment snapshot. market="GPU", segment="Discrete"
GetMarketShareTrend Return time-series share movements by company. market="CPU", segment="Client"
CompareCompanies Head-to-head comparisons across selected years. companies=["NVDA", "AMD"]
GetVendorMetricTrend Financial metric trend from SEC company facts. company="NVDA", metric_name="Revenue"
GetPricePerformance Price performance and relative comparisons by ticker. ticker="AVGO"
SearchCompanies Alias-aware lookup across company and ticker names. search_term="INTEL"
GetMarketConcentration Compute concentration (HHI-style) for competition framing. market="GPU", segment="Discrete"

Catalyst + Write-Then-Verify (V5-V6)

Tool Role
SearchEvents Query catalyst timeline by company, type, and date.
GetEventImpactOnPrice Windowed price analysis around catalyst dates.
GetEventImpactOnShare Relate catalyst timing to market-share shifts.
WriteCatalystNote Persist structured research note tied to event metadata.
VerifyCatalystNote Read-back verification for persisted note integrity.
RunCatalystSOP Orchestrate standard catalyst research steps end-to-end.
VerifyCatalystSOP Audit SOP output artifacts for completeness.
ListCatalystSOPRuns Track and retrieve prior SOP executions.

Visualization Suite (V7-V8)

Static PNG Tools

PlotMarketShareSnapshot, PlotMarketShareTrend, PlotPriceRelativePerformance, PlotEventImpactWindow, PlotSemiconductorDashboard

Interactive HTML Tools

BuildInteractiveShareSnapshot, BuildInteractiveRelativePerformance, BuildInteractiveEventStudy, BuildInteractiveSemiconductorBriefing, BuildInteractiveResearchPack

Output Paths

PNG outputs are written to data/visualizations/; interactive outputs are written to data/visualizations_html/.

Representative Calls

# Share leaderboard get_top_market_share_leaders(market="GPU", segment="Discrete", limit=3) # Revenue trend for NVIDIA get_vendor_metric_trend(company="NVDA", metric_name="Revenue") # Concentration in foundry wafer market get_market_concentration(market="Foundry", segment="Wafer") # Build interactive research pack build_interactive_research_pack( ticker="NVDA", benchmark_ticker="SOXX", market="GPU", segment="Discrete", event_date="2025-02-21", window_days=5 )