Who builds wafergraph

wafergraph is built and maintained by Jason Palmer, a finance operator in Austin, Texas, independently — no team, no investors, and no company can pay to appear, rank higher, or look better in it. It exists because underwriting deals teaches you to ask where something breaks rather than how good it could be, and no plain map of the chip supply chain's dependencies and thin points was available: plenty of news, plenty of expensive terminals, no map. The map, the studies, the deal history, the weekly briefing, the data exports and the MCP server are free and require no account, and there is no paid tier gating any of it. The only thing wafergraph sells is a hand-scored review of a company's own list — vendors (Vendor Exposure Review) or holdings (Portfolio Concentration Review) — matched against the map. Standing commitments: no paid placement ever, sources named, and the limits counted out loud rather than smoothed over — the methodology page publishes how much of the graph is individually researched versus inferred, in numbers recomputed from the dataset — with corrections made in public. Credentials: BBA Finance, University of Texas at Austin; FINRA Series 65. Nothing on wafergraph is investment advice.