---
name: semiconductor-market-analysis
description: Use when a semiconductor MainAgent needs to reason about AI GPU, HBM, foundry, equipment, memory, supply chain, and risk impact from a routed event.
---

# Semiconductor Market Analysis

## Instructions

- Start from the routed event facts; do not invent missing financial context.
- Separate direct issuer impact from second-order semiconductor supply-chain impact.
- Distinguish raw facts, public reference points, model interpretation, market reaction, and conflicts.
- For AI accelerator events, consider AI GPU demand, data center capex, HBM demand, advanced packaging, foundry capacity, equipment exposure, and export-control risk.
- For action candidates, explicitly include counterpoints such as valuation crowding, gap-up reversal, missing call transcript, policy risk, and already-covered follow-up reports.
- Trade sizing, stop loss, take profit, monitoring, notification, approval, and broker state must be produced or submitted through tools, not by free-form assertion.