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feat: add llmquant-ai-supply-chain skill#4

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Billy1900:add-ai-supply-chain-skill
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feat: add llmquant-ai-supply-chain skill#4
Billy1900 wants to merge 1 commit into
LLMQuant:masterfrom
Billy1900:add-ai-supply-chain-skill

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Summary

  • Adds a new llmquant-ai-supply-chain category covering the AI industry as a structural supply chain: upstream materials/equipment, chip design, memory, advanced packaging, networking/interconnect, hyperscaler capex, model/application adoption, and a narrative-vs-earnings quadrant screen.
  • Follows the existing router-skill + workflows pattern (SKILL.md + workflows/*.md with Data Contract, Output Format, Guardrails).
  • Updates README.md skill table with the new entry.

Test plan

  • Confirm SKILL.md front matter and workflow index render correctly
  • Confirm each workflow link resolves to an existing file
  • Confirm README table entry matches the new skill's scope

Adds a new category covering the AI industry supply chain from upstream
semiconductor materials/equipment through chip design, memory, advanced
packaging, networking/interconnect, hyperscaler capex, model/application
adoption, and a narrative-vs-earnings quadrant screen.
Copilot AI review requested due to automatic review settings July 16, 2026 12:37

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Pull request overview

Adds a new llmquant-ai-supply-chain router skill and a set of evidence-first workflows for analyzing the AI industry as a multi-tier supply chain using LLMQuant Data, and exposes the new category in the repository’s README skill table.

Changes:

  • Introduces llmquant-ai-supply-chain router skill with a workflow index and data contract in SKILL.md.
  • Adds seven new supply-chain research workflows (upstream semis, design+memory, packaging, networking, hyperscaler capex, model/app adoption, and a narrative-vs-earnings quadrant screen).
  • Updates README.md “Category Skills” table to include the new skill.

Reviewed changes

Copilot reviewed 9 out of 11 changed files in this pull request and generated no comments.

Show a summary per file
File Description
skills/llmquant-ai-supply-chain/SKILL.md Adds the router skill definition, routing rules, workflow index, and shared data contract/output requirements for the new category.
skills/llmquant-ai-supply-chain/workflows/semiconductor-upstream-map.md New workflow for mapping upstream semiconductor materials/equipment exposure with evidence and guardrails.
skills/llmquant-ai-supply-chain/workflows/chip-design-memory-map.md New workflow connecting chip-design signals with memory (HBM/DRAM/NAND) evidence and coupling checks.
skills/llmquant-ai-supply-chain/workflows/advanced-packaging-tracker.md New workflow to track advanced packaging capacity/capex disclosures and downstream exposure.
skills/llmquant-ai-supply-chain/workflows/ai-network-interconnect-map.md New workflow for AI networking/interconnect evidence mapping and concentration risk tracking.
skills/llmquant-ai-supply-chain/workflows/hyperscaler-capex-datacenter-tracker.md New workflow for hyperscaler capex guidance-vs-actual tracking and upstream implications.
skills/llmquant-ai-supply-chain/workflows/ai-model-application-monitor.md New recurring-monitor workflow tying model/app adoption evidence to earnings impact mechanisms.
skills/llmquant-ai-supply-chain/workflows/ai-supply-chain-quadrant-screen.md New synthesis workflow for narrative-vs-earnings quadrant classification with data requirements.
skills/llmquant-ai-supply-chain/assets/.gitkeep Ensures the assets directory is present for the skill package structure.
skills/llmquant-ai-supply-chain/scripts/.gitkeep Ensures the scripts directory is present for the skill package structure.
README.md Registers the new skill in the “Category Skills” table.

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2 participants