Foundry/IP Decision Intelligence

Evidence-backed semiconductor signals → roadmap decisions.

Not a newsletter. Not a news aggregator. Not an AI chatbot. A deterministic, provenance-preserving intelligence pipeline that turns 10 fixed foundry/IP sources into 5–7 decision signals a VLSI manager can act on.

Live: Daily 07:00 to 20a25a0407ec@gmail.com for 10-day test (experiment/relevance-gate 1f0d947 → d97086c). Repo: https://github.com/RAMA-L7/foundry-ip-weekly — main 49ce417 (stable) + experiment/relevance-gate (delivery MVP).

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What it does

10 RSS (SemiEngineering, SemiWiki, Nvidia Dev/Blogs, EE Times, IEEE Spectrum, ServeTheHome, NextPlatform, Tom's Hardware, TrendForce)
  ↓ HTTP + XML validate
  ↓ RAW 242 immutable (raw_id UUID, content_hash SHA1, fetched_at, never updated)
  ↓ NORMALIZED 242 idempotent (canonical URL, title, date, description clean)
  ↓ ARTICLE_DEDUPE 242 primary, 0 duplicate (URL/GUID/title same-source)
  ↓ EVENTS 210 (EID_v0.1 207 migrate + 3 HOLD, stable SHA1(title_core|date|entities|topic|domain))
  ↓ EVENT_GATE 210 (3 ROADMAP / 82 CONTEXT / 125 OUT)
  ↓ RIT_v0.2 4 gates (CONCRETE_CHANGE + ATTRIBUTED + CONSEQUENCE + DECISION_TRIGGER) → ROADMAP/CONTEXT/NO
  ↓ EVIDENCE_ENRICHMENT (INSUFFICIENT → HTML fetch → SUFFICIENT, Microsoft/AMD benchmark)
  ↓ 1I 8/8 stratified (CONSEQUENCE×2/DECISION/ATTRIBUTION/COMPOUND/NEGATIVE/SUFFICIENT→CONTEXT/ROADMAP)
  ↓ Decision Signals 10 (EVALUATE 3, ARCHITECT 1, MONITOR 6, NO_SIGNAL 200) DS_v0.1
  ↓ Weekly Brief 7 signals (deterministic template, no LLM) → ISSUE_DRAFT → ISSUE_ARCHIVE → Email (MailApp, HTML 12k, evidence links + sheet link)

Every output traces ISSUE → DECISION_SIGNAL → EVENTS (EID_v0.1) → EVENT_ARTICLES → NORMALIZED → RAW → SOURCES with PROCESSING_LOG per run.

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Why it exists

VLSI managers miss node/PDK/IP qualification updates buried in 6–10 daily firehoses. Missing a PDK or capacity signal = roadmap PPA/tapeout risk. Current failure: no single place tracks what changed week-over-week with provenance. Product promise: Every Sunday, 6–8 developments most likely to affect a VLSI roadmap, with what changed, why it matters, decision, owner, horizon, watch next — evidence-backed.

Pivot (1f0d947): From Foundry/IP Weekly newsletter → Decision Intelligence — unit is Decision Signal (EVALUATE/QUALIFY/SOURCE/ARCHITECT/SCHEDULE/MONITOR + NO_SIGNAL), not article. Score Impact = 0.45R+0.25T+0.20B+0.10C is internal, product is Decision.

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Repository

foundry-ip-weekly/
├── PROJECT_CONTEXT.md              # Constitution — problem, customer, thesis, principles
├── docs/
│   ├── 01-SOURCES.md               # 10 tiered sources, per-source contract
│   ├── 02-PRODUCT.md               # Event schema, taxonomy, scoring, issue spec
│   ├── 03-ROADMAP-IMPACT-TEST.md          # RIT_v0.1 contract
│   ├── 03-ROADMAP-IMPACT-TEST-v0.2-DRAFT.md # RIT_v0.2 (semantic, 18/18)
│   ├── 04-EVENT-IDENTITY.md        # P0 EID_v0.1 occurrence, not title
│   ├── 05-STABLE-EVENT-IDENTITY-VALIDATION.md # P0 10/10 + 242/210 + adversarial
│   ├── 07-EVIDENCE-ENRICHMENT.md   # INSUFFICIENT → enrich → RIT, separate table
│   ├── 1I0-MANIFEST.md             # 1I 8-event stratified
│   ├── DECISION-INTELLIGENCE-PRODUCT-CONTRACT-v0.1.md # Phase 2 contract
│   ├── DECISION-SIGNAL-SCHEMA-v0.1.md # DS_v0.1 16 cols
│   ├── PHASE2-IMPLEMENTATION-AUDIT.md # Forensic audit
│   ├── PHASE2C-210-EVENT-REPLAY.md # OLD vs NEW 10 vs 200
│   ├── DECISION-BRIEF-001.md       # Human-curated brief #001 (5 signals)
│   ├── PRODUCT-VALUE-EXPERIMENT-v0.1.md # 5-manager test
│   └── VALIDATION-RIT-v0.2-REPORT.md # 18/18 + adversarial
├── collector/
│   ├── phase1a_fetch.js            # 1A sharded fetch, incremental flush, time guard
│   ├── phase1b_normalize.js        # 1B RAW→NORMALIZED idempotent
│   ├── phase1c_dedupe.js           # 1C URL/GUID/title
│   ├── phase1d_cluster.js          # 1D entity/topic/time 0.65, 210 events
│   ├── phase1e_classify_score.js   # 1E v1.0 scoring
│   ├── phase1e1_relevance_gate.js  # 1E.1 gate 3/82/125 + gated rescore 85 eligible
│   ├── phase1f_human_review.js     # 1F REVIEWED_EVENTS queue
│   ├── phase1g_roadmap_impact.js   # 1G RIT_v0.2 ROADMAP_IMPACT 2/9/199
│   ├── phase1h_enrichment.js       # 1H enrichment Microsoft/AMD
│   ├── phase1i_enrichment.js       # 1I 8-manifest generalization
│   ├── p0_identity/                # P0 EID_v0.1 (identity.js, live_migration, reports)
│   ├── brief_generator.js          # 2D template 7 signals
│   ├── phase2c_replay.js           # 2C OLD vs NEW Decision Signals
│   ├── phase2e_delivery.js         # 2E SUBSCRIBERS/ARCHIVE/DELIVERY/WEEKLY_RUN
│   ├── daily_10d_trigger.js        # 10-day 07:00 trigger (20a25a0407ec@gmail.com)
│   ├── audit_pipeline.js / validate_* # Audits
│   └── select_1I0_candidates.js
└── landing/.gitkeep

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Quick start (Apps Script bound to Sheet 1uXMdGyWoIFpIFRTNTKhcBaDaZdiod05QjrV126alFx8)

1. Sheet → Extensions → Apps Script → paste collector/*.js as needed → FIW_SPREADSHEET_ID = 'YOUR_SPREADSHEET_ID' or bound getActiveSpreadsheet
2. setupFiwPhase1A/B/C/D → fetchFiWPhase1A (sharded, 38s, +209) → normalizeFiWPhase1B (+242) → dedupeFiWPhase1C (242 primary) → clusterFiWPhase1D (210 events)
3. setupFiwPhase1E/E1/G/H → classifyAndScore → gateAndRescore → runRoadmapImpact (2/9/199) → enrichInsufficient → runRIT validation 17/18
4. setupFiwPhase1F → createReviewQueue (210 PENDING) → human edit REVIEWED_EVENTS
5. p0_identity → testP0IdentityIsolated → testP0RealData → buildP0MigrationReport → migrateP0Live (207+3)
6. setupFiwPhase1H/I → enrich 8 manifest → validateRITv02Enriched 8/8
7. setupFiwPhase2C/Brief → replay210 (10 signals) → generateWeeklyBriefFiW → ISSUE_DRAFT 7 → setupFiwDelivery → addSubscriberFiW → weeklyRunFiW(true) dry-run → weeklyRunFiW(false) sends MailApp (idempotent, DELIVERY_LOG).

Daily 10-day test: setupDaily10DayFiW() in daily_10d_trigger.js → 07:00 daily weeklyRunFiWDaily10 auto-delete after 10.

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Checkpoints

Commit	Phase
339e750	1A–1D verified
49ce417	main 1E deterministic scoring
51a9f8b	1E.1b relevance-gated 3/82/125
434ff2d	1G RIT v0.2 2/9/199
e206104	P0 EID_v0.1 207+3 HOLD
920e932	1I 8/8 generalization
430d795	Product-Value Experiment
e947628	Decision Intelligence Contract
1f0d947	Decision Brief #001 human-curated — first product release
c9dc7c2	Phase 2 audit
8cc7bfd	DS_v0.1 Schema
4ee32f6	2C 210 replay 10 vs 200
1d21883	2D Brief template
d97086c	Daily 10-day trigger
c0aeec8	Phase 2E Delivery ISSUE-20260903-58c6/4c2b/5545 sent

main stays 49ce417; experiment/relevance-gate is delivery MVP.

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Product test

5 managers VLSI/PD, architecture, IP, foundry, packaging, EDA — READ → SAVE → SHARE → INVESTIGATE → QUALIFY — GO if ≥2/5 want weekly + ≥1–2 concrete action, PIVOT if interesting but no behavior, STOP if redundant. No LLM, no payment, no dashboard until GO.

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Secrets

Never commit FIW_SPREADSHEET_ID, clasp.json, *.xlsx (data). .gitignore covers *.xlsx, clasp.json, .env. All FIW_SPREADSHEET_ID_* = 'YOUR_SPREADSHEET_ID' with getActiveSpreadsheet() fallback.

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License

Internal research prototype — experiment/relevance-gate is delivery MVP, main is stable research baseline.