Five layers up.
One gated write path down.
How 34 semiconductor-native AI products run on the estate you already own — SAP, MES, PLM, EDA — without ripping anything out, and without writing a single record no human approved.
Why this architecture
Five layers between your systems and your decisions
Select a layer to see what lives inside it — and what it means on your P&L. Data flows up, read-first. Exactly one write path flows back down, gated.
Your Enterprise Systems
Nothing is ripped out, nothing re-implemented — we attach to what you already trust.
Semiconductor Data Fabric
The cross-system joins your scarcest engineers do by hand during every excursion get built once — and compound with every lot.
Digital Twin
Rehearse the shock before it costs you: “lose 20% substrate” comes back as a costed mitigation plan — not a two-week war room.
AI Agent Mesh
AI proposes; a named human approves — which is exactly what lets agents sit next to export-controlled shipments and $100M tools.
Experience
Monday morning is a decision feed, not a data hunt.
Blocked stays blocked until named release. Every write carries an audit id.
Anatomy of a SemAi agent
Every agent runs the same governed loop — perceive, reason, act, learn — with a named human gate before any write. Below: a live yield-excursion investigation, exactly as Yield AI runs it.
Guardrails on every step
Recommendation — Yield AI
evidence strong ▮▮▮Hold lots from wafers W-2214–W-2219 · disposition: re-screen at sort · 8D containment draft attached. Root cause in hours, not days — the engineer approves; the agent authors.
The gates have names, not job descriptions
Writes are scoped to a decision type and a named role. Four of the gates running across the platform today:
Lot disposition
Hold / re-screen decisions from a yield RCA. Approved by the quality engineer — the only write to MES.
Yield AIDispatch priority
Next-lot-on-tool recommendations on the test floor. Approved by the shift lead; MES stays system of record.
Production AIPM work order & spare
Predictive maintenance with explicit cost trade-offs. Approved by the reliability owner; written to SAP-PM.
Maintenance AIExport holds & licenses
Same-day order-book re-screens when rules change. Approved by the trade-compliance officer — prepared, never auto-filed.
Compliance AIValidated before it ever touches production. Every agent is rehearsed in DemoForgi — golden scenarios, shadow mode, gated autonomy — on a synthetic twin of your enterprise.
Prove it before you deploy it →Built to sit on the estate you already run
Read-first connectors for the systems semiconductor companies actually operate — no rip-and-replace, no migration project, no new system of record.
ERP & business
MES
PLM
EDA & design ops
Equipment
Sensors & test
Trade & logistics
Engineering & construction
Read-first. Writes only through named human approval gates.
We read everything and write nothing on our own. An approved action shows the named approver the exact connector payload, target system and before/after diff — then one audited writer executes it. Blocked stays blocked until named release.
Security & deployment, decided by you
Your premises or your VPC. Your region, your keys, your audit trail — and never a model trained on your data.
Deploys where you decide
SaaS · single-tenant VPC · on-prem · air-gapped · India sovereign cloud
Your region, your keys
Residency pinned per tenant · BYOK / HYOK · deletion by cryptographic erasure
Per-plant isolation
Tenant-siloed by construction — yield genealogy never pooled across customers
No training on your data
Zero cross-tenant model training — your data sharpens only your deployment
RBAC & named approvers
Every gate maps to a named role — shift lead · quality engineer · trade compliance
Audit by construction
One immutable entry per recommendation, approval and write — evidence attached, customer-audit ready
Scales with your ramp
Start with one plant and two decisions. Each addition lands in 60–90 days on the same data fabric and governance spine — autonomy earned per decision-type, never assumed.
Connectors land; the Decision Graph resolves suppliers, parts, lots and quals; agents shadow your team’s real decisions. Measured evidence by week 8.
Dispatch priorities, lot dispositions, work orders, purchase requisitions — every payload approved by a named human, every KPI measured against your own baseline.
Graduated on eval history — shadow → propose → one-click → auto-with-sampling — while you scale from the first plant to the portfolio.