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Pan out by following R.","children":{"count":12,"byKind":{"observation":12},"items":[{"id":"sb:o/edf83aabb974776be6c8892d","kind":"observation","label":"Tech Times · 2026-09-24 · IC-Link Joins TSMC 3DFabric Alliance; Showcases CoWoS ASIC Co-Design at OIP Forum Today","url":"https://www.techtimes.com/articles/327952/20260923/ic-link-joins-tsmc-3dfabric-alliance-showcases-cowos-asic-co-design-oip-forum-today.htm"},{"id":"sb:o/e050050aa6d83f189f981871","kind":"observation","label":"Startup Fortune · 2026-10-08 · TSMC's quarterly revenue jumped 51 percent as AI chip demand held firm","url":"https://startupfortune.com/tsmcs-quarterly-revenue-jumped-51-percent-as-ai-chip-demand-held-firm/"},{"id":"sb:o/dcac955905c0312aa2708801","kind":"observation","label":"Seoul Economic Daily · 2026-10-08 · TSMC Third-Quarter Revenue Jumps 51% on AI Chip Demand","url":"https://en.sedaily.com/international/2026/10/08/tsmc-third-quarter-revenue-jumps-51-percent-on-ai-chip"},{"id":"sb:o/138be1a6aedc40224eebf7f9","kind":"observation","label":"Crypto Briefing · 2026-10-08 · GlobalFoundries signs five-year silicon interposer deal with TSMC","url":"https://cryptobriefing.com/globalfoundries-tsmc-silicon-interposer-deal/"},{"id":"sb:o/372bb3072817924ef0d1b0f2","kind":"observation","label":"Semiconductor Engineering · 2026-10-08 · From Process Learning To Production Control: Trends In Advanced Packaging And Implications To Characterization And Test","url":"https://semiengineering.com/from-process-learning-to-production-control-trends-in-advanced-packaging-and-implications-to-characterization-and-test/"},{"id":"sb:o/9ef70074250c848a0bbb2f91","kind":"observation","label":"Tech Times · 2026-10-07 · Lisa Su Flew to Seoul Twice in Seven Months; AMD's AI Roadmap Depends on Korea","url":"https://www.techtimes.com/articles/328746/20261007/lisa-su-flew-seoul-twice-seven-months-amds-ai-roadmap-depends-korea.htm"},{"id":"sb:o/0a7a85d7112cc47e4436e0c9","kind":"observation","label":"FinanceFeeds · 2026-10-07 · Advanced Micro Devices Closes at $649.42, Up 2.80%, After…","url":"https://financefeeds.com/amd-649-42-up-2-80-percent-lisa-su-supply/"},{"id":"sb:o/37d666fd33fe179a5f032381","kind":"observation","label":"Network World · 2026-10-07 · AMD to ramp up CPU, GPU supply in 2027 as AI demand surges","url":"https://www.networkworld.com/article/4231781/amd-to-ramp-cpu-gpu-supply-in-2027-as-ai-demand-surges.html"},{"id":"sb:o/91b4a4bbbe72d04415eb00de","kind":"observation","label":"Startup Fortune · 2026-10-06 · AMD's Lisa Su asks rivals to share Taiwan chip capacity as demand surges","url":"https://startupfortune.com/amds-lisa-su-asks-rivals-to-share-taiwan-chip-capacity-as-demand-surges/"},{"id":"sb:o/20a8286e3aea32a67a928f01","kind":"observation","label":"Crypto Briefing · 2026-10-04 · Cerebras sidesteps AI chip supply bottlenecks with 5nm wafer-scale design","url":"https://cryptobriefing.com/cerebras-5nm-chips-sidestep-supply-bottlenecks/"}],"cursor":"c1.eyJpZCI6InNiOmUvODI4M2RkNDMwOWI1ZDViZmExMjZjYzRiIiwibCI6ImNoaWxkcmVuIiwibyI6MTAsImsiOm51bGwsImEiOiIyMDI2LTEwLTA5VDE1OjU5OjAwLjcwNDg4NCswMDowMCJ9","order":"newest first; we keep the 12 newest receipts for this entity. Its other observations are counted in standing.evidence.supporting but are not addressable in v1"},"relations":{"count":10,"byKind":{"co-mentioned":10},"items":[{"kind":"relation","label":"co-mentioned with ai (28 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/4b886ed7781f1a27e7d0c39c"},{"kind":"relation","label":"co-mentioned with tsmc (26 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/d1c4485de816507486156462"},{"kind":"relation","label":"co-mentioned with semiconductor (25 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/2fcb045360fc926b6c2f8479"},{"kind":"relation","label":"co-mentioned with nvidia (20 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/8bf73e6f617925d74179b6cb"},{"kind":"relation","label":"co-mentioned with advanced packaging (19 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/750d25e975d621db4fc8d237"},{"kind":"relation","label":"co-mentioned with supply chain (16 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/8a082cb96f1bdcc9a0ac5226"},{"kind":"relation","label":"co-mentioned with amd (14 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/60f4c39d2c6b8fc68dfec97c"},{"kind":"relation","label":"co-mentioned with intel (13 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/7f3437e65d6b0b01e14cf0b5"},{"kind":"relation","label":"co-mentioned with taiwan (12 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/3c125f65c941a59bfabc756c"},{"kind":"relation","label":"co-mentioned with dram (11 documents)","role":"co-mentioned","relationKind":"co-mentioned","members":2,"id":"sb:r/8df338da7ab5bf8ed4dc4e10"}],"cursor":null,"order":"situations first, then claims (the subject's own maintained record, then site-wide corroborated clusters; each label ends with its standing), then co-mentions by shared documents, descending. Co-mentions are the ten strongest the entity graph keeps per entity"},"edge":{"state":"continues"},"links":{"rest":"/api/v1/node/e/8283dd4309b5d5bfa126cc4b","mcp":"traverse {\"id\":\"sb:e/8283dd4309b5d5bfa126cc4b\"}","page":"/entity/cowos/"},"limits":{"levelsPerCall":1,"pageSize":10,"maxPageSize":50,"membersMax":50,"statement":"One level per call: depth is 1 and only 1, and there is no whole-graph dump. pageSize 1-50 (default 10); a page limit is a cursor, never an edge. Members are listed up to 50. At most 60 traverse calls a minute per caller (runaway-loop protection, not a meter). One knowledge cutoff is served: the deploy's."},"actions":[{"verb":"unfold","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/8283dd4309b5d5bfa126cc4b\",\"level\":\"children\"}"},{"verb":"fold","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/8283dd4309b5d5bfa126cc4b\"}"},{"verb":"panOut","lit":false,"effect":"read","layer":"cantina","reason":"An entity is a root: it is contained by nothing. Pan out by following R."},{"verb":"follow","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/8283dd4309b5d5bfa126cc4b\",\"level\":\"relations\"}"},{"verb":"receipts","lit":false,"effect":"read","layer":"cantina","reason":"receipts are the observations below this node; unfold to reach them"},{"verb":"edge","lit":true,"effect":"read","layer":"cantina","call":"traverse {\"id\":\"sb:e/8283dd4309b5d5bfa126cc4b\"}"},{"verb":"asOf","lit":false,"effect":"read","layer":"cantina","reason":"v1 serves one knowledge cutoff, this deploy's; walking an earlier cutoff needs retained history (EQ-REPLAY), which v1 does not keep"},{"verb":"switchObserver","lit":false,"effect":"read","layer":"cantina","reason":"the public record is the same for every observer; traversal through a Watch's lens is not served in v1"},{"verb":"readOriginal","lit":false,"effect":"read","layer":"cantina","reason":"no translation is applied on this node; every label is the source's own text"},{"verb":"save","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"saving applies to a configured Watch; configure one around this node first (free), then save it"},{"verb":"deliver","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"delivery applies to a saved Watch"},{"verb":"format","lit":false,"effect":"watch-declaration","layer":"workshop","reason":"output format applies to a saved Watch"},{"verb":"deltaR","lit":false,"effect":"read","layer":"workshop","reason":"Delta R needs a saved Watch with a previous reading"},{"verb":"read","lit":false,"effect":"read","layer":"docking-bay","reason":"one-time Reads are parked until the Commander decides their shape (#938)"}]}