Status

Feeds

A feed that ran but recorded a reduced mode shows DEGRADED here rather than passing as a clean run. make check-feeds makes the same call from the command line and exits non-zero.

Open verify items

• Alphawave — (→ Qualcomm QCOM, verify) — from taxonomy line 30 (taxonomy:30)
• Ampere — (SoftBank 9984.T, verify) — from taxonomy line 32 (taxonomy:32)
• Hanwha Semitech — (Hanwha group, verify) — from taxonomy line 39 (taxonomy:39)
• Shinko — (6967.T → JIC consortium, verify) — from taxonomy line 40 (taxonomy:40)
• Laird — (DuPont DD / Qnity QNTY, verify) — from taxonomy line 44 (taxonomy:44)
• Kidde Global Solutions — (Lone Star, private, verify) — from taxonomy line 122 (taxonomy:122)
• Kidde Fire Systems — (Pacific Avenue, private, verify) — from taxonomy line 122 (taxonomy:122)
• Marioff HI-FOG — (verify owner) — from taxonomy line 122 (taxonomy:122)
• Natron — (shut down 2025, verify) — from taxonomy line 136 (taxonomy:136)
• Terrestrial Energy — (verify listing) — from taxonomy line 149 (taxonomy:149)
• Deep Fission — (verify listing) — from taxonomy line 149 (taxonomy:149)
• General Fusion — (private, verify) — from taxonomy line 150 (taxonomy:150)
• Calpine — (→ Constellation, verify close) — from taxonomy line 151 (taxonomy:151)
• Chart — (GTLS → Baker Hughes BKR, verify close) — from taxonomy line 154 (taxonomy:154)
• Aligned — (BlackRock/GIP/MGX consortium, verify close) — from taxonomy line 158 (taxonomy:158)
• Fermi America — (FRMI, verify) — from taxonomy line 158 (taxonomy:158)
• WhiteFiber/Bit Digital — (WYFI, verify) — from taxonomy line 158 (taxonomy:158)
• NV5 — (Acuren, verify) — from taxonomy line 160 (taxonomy:160)
• Shinko — Shinko → JIC-led consortium take-private (2025) (taxonomy:appendix-b)
• NTT Data — NTT Data → NTT take-private (2025) (taxonomy:appendix-b)
• Ampere — Ampere → SoftBank (2025) (taxonomy:appendix-b)
• Alphawave — Alphawave → Qualcomm (announced 2025) (taxonomy:appendix-b)
• Altera — Altera → Silver Lake majority (2025) (taxonomy:appendix-b)
• Motivair — Motivair → Schneider Electric (2025) (taxonomy:appendix-b)
• Encore Wire — Encore Wire → Prysmian (2024) (taxonomy:appendix-b)
• Infinera — Infinera → Nokia (2025) (taxonomy:appendix-b)
• Juniper — Juniper → HPE (2025) (taxonomy:appendix-b)
• Cupertino Electric — Cupertino Electric → Quanta Services (2024) (taxonomy:appendix-b)
• Carrier fire and security divestitures: access (LenelS2, Onity) — Carrier fire and security divestitures: access (LenelS2, Onity) → Honeywell (2024); commercial fire (Kidde, Edwards, Marioff) → Lone Star (verify) (taxonomy:appendix-b)
• ZT Systems manufacturing — ZT Systems manufacturing → Sanmina (2025) (taxonomy:appendix-b)
• Wolfspeed Chapter 11 exit and relisting — Wolfspeed Chapter 11 exit and relisting (2025) (taxonomy:appendix-b)
• Powin bankruptcy — Powin bankruptcy (2025); Natron shutdown (2025) (taxonomy:appendix-b)
• 3M Novec / PFAS exit — 3M Novec / PFAS exit (end-2025) (taxonomy:appendix-b)
• DuPont electronics spin — DuPont electronics spin → Qnity (Nov 2025) (taxonomy:appendix-b)
• JX Advanced Metals IPO — JX Advanced Metals IPO (2025); Kioxia IPO (Dec 2024); SanDisk spin (Feb 2025) (taxonomy:appendix-b)
• Calpine — Calpine → Constellation (verify close) (taxonomy:appendix-b)
• Aligned — Aligned → BlackRock/GIP/MGX consortium (verify close) (taxonomy:appendix-b)
• Toshiba delisted (2023); Kohler Energy — Toshiba delisted (2023); Kohler Energy → Rehlko (2024) (taxonomy:appendix-b)
• Fermi America, WhiteFiber, Deep Fission, Terrestrial Energy listings — Fermi America, WhiteFiber, Deep Fission, Terrestrial Energy listings (verify) (taxonomy:appendix-b)
• NV5 — NV5 → Acuren (2025); Hanwha Precision Machinery → Hanwha Semitech (2025) (taxonomy:appendix-b)
• Chart Industries — Chart Industries → Baker Hughes (verify close) (taxonomy:appendix-b)
• quote:2456.TW — open, investigated 2026-09-02: Yahoo returns no data for 2456.TW or 2456.TWO. Chilisin was acquired by Yageo (2022) and at least one source calls it private since, but other quote sites still show 2456 trading, so delisting is NOT established. Provider is healthy (12/12 control symbols OK). Needs a TWSE/TPEx listing check. (fetch_quotes)
• quote:KOEI.ZG — open, investigated 2026-09-02: no data for KOEI.ZG or KOEI.ZA. Likely a Yahoo suffix problem for the Zagreb exchange rather than a delisting, but the correct suffix was not found. Koncar itself appears to be trading. (fetch_quotes)
• quote:SEV.V — open, investigated 2026-09-02: no data for SEV.V, SEVCF or SPVNF. No 2026 delisting notice found for Spectra7 on the TSXV. Cause not established. (fetch_quotes)
• 3.11 + amphenol — Add Amphenol to 3.11 (fiber, connectors, structured cabling). Amphenol completed the purchase of CommScope's Connectivity & Cable Solutions segment on 2026-01-12, taking the CommScope brand with it; the commscope edge on 3.11 was deleted as part of that rename. overrides/part_company.yaml cannot create an edge, so this needs the taxonomy or a new mechanism. (verify-queue)
• Devon Energy — Add Devon Energy (NYSE: DVN) as a company and re-point the 8.10b gas-producer edge currently held by Coterra, which Devon acquired in 2026. Coterra is marked subsidiary with the acquisition noted, but its parent is not in the catalog. (verify-queue)
• Vertiv — M&A news: Vertiv acquires microgrid company UtilityInnovation (news)
• HPE newsroom feed — Retired https://investors.hpe.com/rss/news on 2026-09-03: its items carried the newsroom landing page as their link, not the release URL, and were dated 2020-2023. 146 rows removed from data/feeds/news. Needs a replacement feed whose entries carry per-article links. (verify-queue)
• Kinsus (1.13 ABF substrates) — Source verification blocked: kinsus.com.tw returns HTTP 401 to every non-browser client, so no company-owned page could be fetched to cite. Edge left inferred rather than citing a page unseen. Needs a source reachable from a normal client, or a TWSE filing reference. (verify-queue)
• Besi (2.01 HBM) — Source verification: besi.com documents hybrid bonding and TC bonding equipment but never mentions HBM or memory die stacking, so no first-party page supports the HBM edge. Left inferred. Either find an HBM-specific Besi source or reconsider whether generic bonding equipment belongs on 2.01. (verify-queue)
• Disco (2.01 HBM) — Source verification: disco.co.jp lists dicing saws, grinders and polishers but does not mention HBM or memory stacking. Left inferred. Same question as the Besi row — is general back-end equipment a 2.01 supplier? (verify-queue)
• Kingston (2.03 memory modules) — Source verification blocked: kingston.com returns HTTP 403 to every non-browser client, so no company-owned page could be fetched to cite. Left inferred. (verify-queue)
• ADATA (2.03 memory modules) — Source verification blocked: adata.com renders its product list client-side and the fetched page carries navigation only, no product names. Left inferred; needs a server-rendered product URL or a datasheet PDF. (verify-queue)
• YMTC (2.07 NAND flash) — Source verification: ymtc.com/en/products is a landing page referencing the Xtacking architecture but naming no NAND product family. Left inferred rather than cited indirectly; needs the commercial product list URL. (verify-queue)
• Seagate (2.09 HDD) — Source verification blocked: seagate.com returns HTTP 429 to every request tried across three URLs and two attempts. Left inferred. Retry later or cite a datasheet PDF host. (verify-queue)
• Taiwanese thermal ODMs (5.01/5.02/5.03) — Source verification blocked for AVC, Auras, Fositek, Lotes and Jentech: all five render their product catalogues client-side, so a fetched page returns an empty shell with no product names. Same failure mode as ADATA on 2.03. Edges left inferred. Needs server-rendered product URLs, datasheet PDFs, or an investor presentation naming the product lines. (verify-queue)
• Fluid connector vendors (5.02/5.03) — Source verification blocked: parker.com 403, staubli.com 403, cpcworldwide.com 403 and eaton.com does not respond to a plain client. All four are real quick-disconnect and manifold suppliers but no company-owned page could be fetched to cite. Edges left inferred. (verify-queue)
• Kaori (5.01/5.02) — Source verification blocked: kaori-heat.com.tw returns no response (connection failure) on every attempt. Edges left inferred. (verify-queue)
• Delta Electronics (5.01/5.02) — Source verification attempted and REJECTED: delta-americas.com data-center page is reachable but names only CDU, AALC, room cooling, in-row cooling and rear door heat exchangers — not cold plates and not rack manifolds. Reachable is not the same as supporting the claim, so both edges stay inferred. Delta's CDU line would source 5.05 instead. (verify-queue)
• Vertiv (5.01/5.02) — Not yet sourced: vertiv.com CoolChip pages document CDUs (which would source 5.05) but no cold plate or rack manifold product page was found. Left inferred pending a specific URL. (verify-queue)
• Layer 5 remainder (5.01) — Not yet attempted in the 2026-09-04 sourcing pass: cooler-master, flex, foxconn, nidec, wiwynn on 5.01. Left inferred, not blocked — these simply were not reached before the batch closed. (verify-queue)
• Networking vendors blocking fetches (3.02/3.04/3.07/3.07a/3.13) — Source verification blocked: marvell.com 403 on every product URL tried (3.02 switch ASICs, 3.07 optical DSPs, 3.13 timing), cisco.com 403 (3.02, 3.04), e.huawei.com 403 (3.02), microchip.com 403 (3.13), analog.com no response (3.07a), molex.com no response (3.04), macom.com 403 to a fetcher though curl gets 200 (3.07a), sourcephotonics.com same split (3.04). Nine edges left inferred; all are real suppliers, none could be cited from a fetched page. (verify-queue)
• Broadcom scale-up fabric (3.01) — Source verification attempted and REJECTED: broadcom.com/products/ethernet-connectivity/switching is reachable but covers general Ethernet switching and never mentions scale-up fabric or Scale-Up Ethernet. Left inferred. Broadcom's 3.02 switch-ASIC edge IS sourced from the StrataXGS page — the distinction is what the page says, not whether the company plausibly competes there. (verify-queue)
• Broadcom optical DSPs (3.07) — Source verification attempted and REJECTED: broadcom.com/products/fiber-optic-modules-components returns only its title, 'Fiber Optic Modules and Components', which does not name optical DSPs. Left inferred pending a URL that names the PAM4 DSP line. (verify-queue)
• AMD scale-up fabric (3.01) — Not sourced: amd.com/en/products/accelerators/instinct.html returns 200 to curl but timed out on fetch, so the Infinity Fabric / UALink claim could not be confirmed. Left inferred; retry the fetch or find an Infinity Fabric product page. (verify-queue)
• MaxLinear optical DSPs (3.07) — Not sourced: the guessed URL maxlinear.com/products/optical-interconnect 404s and no replacement was searched before the batch closed. Left inferred. (verify-queue)
• Layer 3 optics remainder (3.04) — Not yet attempted in the 2026-09-04 pass: hg-genuine, hisense-broadband (no response), jabil (guessed photonics URL 404s), tfc, broadcom on 3.04. Left inferred, not blocked in most cases — simply not reached before the batch closed. (verify-queue)
• Layer 7 blocked hosts (7.02/7.04/7.05/7.06/7.07/7.10) — Not sourced, host refuses non-browser clients: se.com 403 on every Schneider Electric product URL tried, eaton.com times out (000), weg.net 403, prolec-ge.com times out. Retry from a browser context or find a mirrored product page. (verify-queue)
• Layer 7 client-rendered catalogues (7.01/7.10) — Not sourced, catalogue renders client-side so the fetch returns an empty shell: cgglobal.com (CG Power transformers), ls-electric.com (LS Electric), socomec.com (Socomec UPS). A 200 with no product text is not evidence. (verify-queue)
• Layer 7 gensets (7.13) — Not sourced: cat.com and cummins.com both 403 non-browser clients; generac.com industrial diesel URL returns HTTP 200 with a 'Page Not Found' body; the guessed mtu-solutions.com data-centre page 404s. All four left inferred. (verify-queue)
• Layer 7 URLs not yet found (7.01/7.02/7.06) — Guessed product URLs 404'd and no replacement was searched before the 2026-09-07 batch closed: GE Vernova and Mitsubishi Electric on 7.01/7.02, Toshiba, Virginia Transformer, Delta Star, SGB-SMIT, Efacec, Hyundai Electric (200 status but 404 body) on 7.01; Siemens, ABB, Vertiv, Chint, Graziadio on 7.06. Not blocked — simply not reached. (verify-queue)
• ABB HV switchgear (7.02) — Source verification attempted and REJECTED: new.abb.com/substation-automation/products/protection-control returns 200 but serves a page titled 'Hitachi Energy' — ABB's HV grid business transferred there. Confirm whether ABB still belongs on 7.02 at all, or whether the edge should be deleted. (verify-queue)
• Delta Electronics busway (7.06) — Source verification attempted and REJECTED: deltapowersolutions.com/en-us/mcis/busway.php is reachable but its copy never uses the word busway — it documents PDUs, RPPs, rPDUs and static transfer switches, so it was used to source 7.07 instead. 7.06 left inferred; find a page that names the busway line. (verify-queue)
• Piller floor PDUs (7.07) — Source verification attempted and REJECTED: piller.com/en/products/ is reachable and names SHIELDX and the UNIBLOCK rotary UPS series, but no floor PDU, RPP or static transfer switch. The same page sourced 7.10. Confirm whether the 7.07 placement should stand. (verify-queue)
• Grain-oriented electrical steel (10.03) — whole part unsourced — Sourcing batch 6 reached no GOES product page for any of the nine suppliers. JFE's electrical-steel index is reachable but names 'non-oriented magnetic steel sheets' — the opposite grade. Cleveland-Cliffs' catalogue names 'Electrical Steels' without ever saying grain-oriented. Nippon Steel, POSCO, thyssenkrupp, ArcelorMittal and Baosteel returned 404 or an empty client-rendered shell. All nine left inferred; needs a browser-rendered fetch or a filing. (verify-queue)
• Proterial amorphous cores (10.03) — Source verification attempted and REJECTED: metglas.com states it is 'the world's leading producer of Amorphous Metal Ribbon' and sells transformer steel, which would support this edge — but no reachable Metglas page names Proterial as its parent, and metglas.com/about-us 404s. Citing a subsidiary's site for the parent's edge is the error that put a Hitachi Energy page under ABB's name. Confirm the ownership on a Proterial-owned page. (verify-queue)
• SCHOTT specialty glass (10.05) — Source verification attempted and REJECTED: schott.com/en-gb/products is reachable but is a selector page whose only use of 'specialty glass' is an e-mobility component blurb; the deeper /products/specialty-glass and /expertise/glass paths 404. Left inferred. (verify-queue)
• Southern Copper (10.01a) — Source verification attempted and REJECTED: southerncoppercorp.com is reachable but its body is corporate navigation in Spanish and the word copper appears only inside the company's own name. Find an operations or products page. (verify-queue)
• Layer 10 hosts blocking non-browser clients — Left inferred, not disprovable from here: corning.com 403 (10.05), chemours.com 403 (10.06), tdk.com 403 (10.04), bhp.com 403 (10.01a), honeywell.com 500 (10.06), syensqo.com 406 (10.06). A browser-context fetch would likely close all six. (verify-queue)
• Layer 10 hosts unreachable or client-rendered — Left inferred: messer-group.com, daikinchem.co.jp and koura.com all time out; owens-corning.com, posco.co.kr and baosteel.com return HTTP 200 with an empty client-rendered shell. Rio Tinto's copper page (riotinto.com/en/what-we-do/find-mine-and-process/copper) returns 200 with the title 'That page couldn't be found' — the 200-with-a-404-body case; its 10.01a and 10.02 edges are both still unsourced. (verify-queue)
• Layer 10 URLs not yet searched — Not blocked — simply not reached before batch 6 closed: Anglo American, Codelco, Ivanhoe, Lundin, Zijin on 10.01a; Hindalco, Jiangxi Copper, KME, Mitsubishi Materials, Nexans, Prysmian on 10.01b; Arconic, Century, Chalco, EGA, Norsk Hydro on 10.02; Arafura, Energy Fuels, Iluka, JL Mag, Niron, Northern Rare Earth, Noveon, Shin-Etsu on 10.04; Jushi, Taishan on 10.05; Orbia/Koura on 10.06; SK Specialty on 10.07; Nyrstar and Teck-germanium on 10.08. (verify-queue)
• Layer 4 hosts blocking non-browser clients — Left inferred, not disprovable from here: supermicro.com, cisco.com, lenovo.com, gigabyte.com, nec.com and wistron.com return 403 to every product URL tried on 4.01/4.03; onsemi.com 403s on 4.08. Each is a plausible supplier of the part it sits on, but no company-owned page could be read, so none was cited. (verify-queue)
• Layer 4 client-rendered catalogues — HTTP 200 with an empty shell, so nothing citable: asrockrack.com, h3c.com and pegatroncorp.com on 4.01/4.03; gce.com.tw and kingboard.com on 4.05; monolithicpower.com on 4.08; cosel.co.jp on 4.12. A headless-browser fetch would likely close several of these — same open job as the 10.03 rendering failures. (verify-queue)
• Layer 4 PCB makers unreachable — Part 4.05 high-layer-count PCBs sourced 1 of 15. unimicron.com and zdtco.com serve incomplete certificate chains; npcgroup.com.tw, isupetasys.com and vgtpcb.com time out; compeq.com.tw, ibiden.com, ttm.com, dsbj.com and scc.com.cn 404 on every path guessed. tripod.com.tw/en resolves to an aluminium-extrusion company, not Tripod Technology the PCB maker; the guessed domain is simply wrong and the company record carries no website field to correct it against. (verify-queue)
• Layer 4 URLs not yet searched — Not blocked, simply not reached before batch 7 closed: Compal, Eviden/Atos, MiTAC, Inspur, HPE and xFusion on 4.01; Foxconn on 4.01 and 4.03; Alpha & Omega, Analog Devices and STMicroelectronics on 4.08; AcBel, Chicony, FSP, Lite-On, Murata, Flex, Cosel, Eaton, Delta and Vertiv on 4.12; Legrand, nVent, Rittal, Panduit, Schneider and Vertiv on 4.16. (verify-queue)
• Quanta Computer 4.01 and 4.03 placements — Reachable but rejected: qct.io's rack index presents rackmount servers, switches, storage and accessories and never claims whole-rack integration, nor names a GPU baseboard or compute tray. Both edges left inferred. Not evidence the placements are wrong, only that QCT's own site does not support them. (verify-queue)
• Part 10.03 remaining suppliers — Grain-oriented electrical steel is now 4 of 9 sourced (Cleveland-Cliffs, thyssenkrupp, Nippon Steel, Proterial). Still open: JFE's electrical-steel index names non-oriented grades only, which is the opposite product; POSCO and Baosteel render client-side; ArcelorMittal 403s; shougang.com.cn returns 502. (verify-queue)
• Layer 6 suppliers refusing non-browser clients — Source verification blocked (HTTP 401/403/429): munters.com on 6.02/6.03/6.04, se.com on 6.03/6.08/6.08a (Schneider, blocked in layer 7 too; its 6.01 edge was never probed), belimo.com on 6.05b/6.08b, watts.com on 6.05b, ecolab.com on 6.06, distech-controls.com on 6.08, phoenixcontact.com on 6.08a, dwyeromega.com on 6.08b, ekkosense.com on 6.08c, chemours.com on 6.09c, regalrexnord.com and weg.net on 6.02a, envicool.com on 6.03, parker.com on 6.04, veoliawatertechnologies.com on 6.06. 15 hosts, 20 edges. All are real suppliers; no company-owned page could be fetched to cite, so all 20 stay inferred. (verify-queue)
• Layer 6 suppliers whose sites failed to connect — Source verification blocked by transport failure (TLS or no response) on every URL tried: grundfos.com (6.05a), swep.net (6.05d), kurita-water.com (6.06), hochiki.com and kiddeglobal.com (6.09a), kiddefiresystems.com (6.09b), 3m.com (6.09c), hudsonproducts.com (6.02a). Same pattern as unimicron/zdtco in layer 4 — worth re-testing with a different client before concluding anything. (verify-queue)
• Layer 6 suppliers rendering catalogues client-side — HTTP 200 with an empty shell (under 200 words of text): petra.com (6.01), danfoss.com product paths for compressors and valves (6.01a/6.05b — Danfoss's district-energy and heat-exchanger pages DID source 6.07), multi-wing.com (6.02a), aquatherm.com (6.05c), systemair.com/en/products (6.03; its air-handling-units leaf sourced 6.04 fine). A leaf product page often works where the index does not. (verify-queue)
• Honeywell layer 6 product paths return a not-found body — buildings.honeywell.com/us/en/products/by-category/{valves-and-actuators, building-management-systems, fire-systems} all return HTTP 200 carrying a page-not-found body. Three edges (6.05b, 6.08, 6.09a) left inferred. This is the '200 is necessary, not sufficient' case, not a bot block — a search for the current Honeywell Building Automation paths would likely close all three. (verify-queue)
• Layer 6 reachable-but-rejected placements — Fetched, read, and the page does not support the claim: Vertiv on 6.02 (free-cooling chillers page never says dry cooler, cooling tower or adiabatic), Kelvion on 6.02 (only a services page for condensers and dry coolers), Swegon on 6.03 (data centres appears in an application-guide nav only), Freudenberg and Donaldson on 6.04 (automotive nav; engine and dust-collection filtration), ABB on 6.08 (building automation appears only in a 2020 project story), Vertiv on 6.08 (its monitoring catalogue is Vertiv IT Systems, no environmental or BMS wording), Trane on 6.07 (commercial heat pumps, never heat reuse or district heating). All left inferred; none is evidence the placement is wrong. (verify-queue)
• Layer 6 URLs not yet searched — Not blocked, simply not reached before batch 8 closed: Gree, LG, Midea, Mitsubishi Electric and Petra on 6.01; Daikin and Mitsubishi Heavy on 6.01a; Modine, LU-VE, Thermofin and Alfa Laval on 6.02; Regal Rexnord and Multi-Wing on 6.02a; Airedale, Huawei, Kingspan and Mitsubishi Electric on 6.03; Mann+Hummel on 6.04; KSB and Wilo on 6.05a; Mueller on 6.05b; Mueller Industries on 6.05c; Gradiant on 6.06; MAN Energy Solutions, Siemens Energy and Vattenfall on 6.07; Securiton on 6.09a; every 6.09c edge. (verify-queue)
• Layer 8 reachable-but-rejected placements — Fetched, read, and the page does not support the claim (all left inferred, none is evidence the placement is wrong): GE Vernova on 8.01, 8.05a, 8.09a and 8.09b (gevernova.com pages found for wind/HVDC never name gas turbines, SMRs or STATCOM specifically); Siemens Energy on 8.08d and 8.09b (its compression-solutions page keeps surfacing for unrelated keyword matches; no wind-turbine or STATCOM leaf page found); Rolls-Royce on 8.02 and 8.05a (rolls-royce.com serves a naval AG9160 generator-set page for both queries; the actual SMR business sits on rolls-royce-smr.com, which 403s); Cameco on 8.05c and 8.05d (homepage reachable, neither enrichment nor mining wording on the fetched page); Standard Nuclear, Urenco, Canadian Solar, Nextracker, Hitachi Energy (8.09b, HVDC page reused, no STATCOM wording), Nexans and Prysmian (8.09d, cable pages found say HVDC or appear only in a markets nav, never name an advanced/high-temperature conductor product), Southwire, Arcosa, Kodiak Gas, Itron, Honeywell, IESO, Energy Dome, Doosan Enerbility (8.05b, only its gas-turbine page was reachable), Graham, Deep Fission, Last Energy, Valar and Mitsubishi Heavy Industries (8.01, only its 8.02 engine story was reachable). (verify-queue)
• Layer 8 suppliers rejecting non-browser clients or gone — Sabre Industries returns HTTP 428 (precondition required, a bot-block) on every guessed path; Ingeteam returns HTTP 410 gone on its old STATCOM product URLs, meaning the page was retired and not re-found; CTC Global's domain answers every request with a 307 redirect that never resolves to content (likely a JS/bot challenge). All three are real suppliers of the part they sit on; none could be read. (verify-queue)
• Layer 8 URLs not yet searched (guessed paths 404, no harvest candidate) — Not blocked, simply not reached with this batch's method: Baker Hughes and ProEnergy and Solar Turbines (8.01), Nooter/Eriksen (8.01a), Caterpillar, Cummins, Southern Company, VoltaGrid (8.02), Oklo (8.05a), Curtiss-Wright and Framatome (8.05b), Orano (8.05c), Energy Fuels and Kazatomprom (8.05d), Huawei (8.08b), Goldwind, Nordex (8.08d), Zanskar (8.08e), Furukawa, Mitsubishi Electric, Sumitomo Electric (8.09a), ABB (8.09b), ERCOT (8.09), Ariel and Baker Hughes and Caterpillar again (8.10c), Valmont (8.09e). A same-host link harvest (this batch's round 2) found nothing on these domains matching the part's keywords; a manual web search per company would likely close some, same as the 10.03 electrical-steel precedent. (verify-queue)
• Layer 8 companies with no reachable website found — No working domain could be guessed or confirmed this session, so no page was ever fetched: Blue Energy, Natura, Newcleo, Terrestrial Energy, Mirion, Aalo (root 404s past the homepage), LS Cable, WEG, Smart Wires, Falcon Steel, Envision, Fervo, Ormat, Eos, Form Energy, Hanwha Qcells, JA Solar, Stabilis, USA Compression, and "Power" (8.08b and 8.09f rows carry only the bare name "Power", too ambiguous to guess a domain against without a source). Company records carry no website field to check against. (verify-queue)
• Layer 8 remaining subparts not attempted this batch — Batch 9 targeted the manufacturer/developer/miner half of layer 8 (8.01, 8.01a, 8.02, 8.03, 8.05a-d, 8.06, 8.08a-g, 8.09/8.09a-e, 8.10c-e; 167 of 268 edges). Not attempted: 8.04 nuclear-fleet PPAs/restarts (13), 8.07 utilities/IPPs signing data-center deals (52), 8.09f transmission EPC (10), 8.09g transmission developers (6), 8.10a pipelines/midstream (9), 8.10b producers (11) — 101 edges where the citable claim is a specific PPA, project or EPC contract, not a product page, and needs a different sourcing method (press-release/deal matching) than this batch used. (verify-queue)
• Layer 11 companies with no reachable website found — Autodesk (403 on every guessed path — its own product-catalogue pattern from prior layers), EkkoSense (403), Keysight (301 redirect then 403 on the resolved page). All three are real vendors on 11.01/11.05 but could not be read this batch. (verify-queue)
• Layer 11 relationship businesses not attempted (11.03/11.04/11.04a) — Brokerage/market-intelligence (CBRE, JLL, Colliers, Cushman & Wakefield, Newmark, Wood Mackenzie, Enverus, LevelTen, Baxtel, DC Byte, datacenterHawk, Grid Strategies, SemiAnalysis — 13 edges) and capital & financing (Apollo, Ares, Blackstone, Brookfield, KKR, Carlyle, TPG, Stonepeak, DigitalBridge, Macquarie, MGX, Blue Owl, and the banks — 25 edges across 11.04/11.04a) are relationship businesses, not product-page publishers; almost none carry a recorded website. Same shape as layer 9 developers/GCs (batch 9 note) — needs press-release/deal-matching, not URL probing. Not attempted this batch. (verify-queue)
• Layer 11 reachable-but-not-confirmed edges — Bentley's 11.01 hit was a mega-nav market-list mention ("Facilities Buildings & data centers"), the same nav-only trap flagged 2026-09-09 — Bentley does have an iTwin/OpenBuildings data-center offering but a more specific product page needs to be found. Ghost Robotics' homepage names only "robots" generically, not inspection or data-center use. Levatas sells AI software deployed on partner robots, not robotics hardware itself — possible taxonomy mismatch worth flagging to the owner rather than sourcing as-is. Yokogawa's hit was a generic "Measurement" in a corporate services list, not its Test & Measurement instrument line specifically. Teledyne (11.06) and Fortive (11.05, a holding company whose T&M brands are Fluke/Tektronix, not itself) returned no keyword hit at all. Dell/HPE/Supermicro/Vertiv/Carrier/Schneider/Siemens/NVIDIA(11.01) guessed product-page paths 404'd or timed out on 11.01/11.02 — their DCIM/cluster-management offerings exist but need a correct URL, not a rejection. (verify-queue)
• Layer 9 blocked/unreachable hosts (sourcing batch 10, 2026-09-15) — ERR/timeout: steel-dynamics.com, gate-precast.com (URLError), wellsconcrete.com (HTTPError), asmfloors.com (URLError), cannontech.it (URLError), cat.com (HTTPError), manitowoccranes.com (URLError), eaton.com (timeout), se.com (HTTPError, known Schneider block), nautilusdata.com (HTTPError), hpe.com (timeout), supermicro.com (HTTPError), essential.co (HTTPError), forterrabp.com (HTTPError), everstream.net (URLError). All left inferred; none of these were read, so absence here means not-yet-reached, not looked-for-and-not-found. (verify-queue)
• Layer 9 reachable-but-rejected edges (sourcing batch 10, 2026-09-15) — Dell 9.07a: dell.com's only "container" hit is Kubernetes/software containers, not physical shipping-container AI factories — left inferred. Boon Edam 9.09: boonedam.us mentions "access control integration" only inside a blog-post teaser, not as its own product line (Boon Edam makes entrance systems/revolving doors) — left inferred, too weak to cite. Rittal 9.07: rittal.com's "modular" hit is modular PDU/power distribution, not modular data centers/skids specifically — left inferred pending a better product page. (verify-queue)
• Layer 9 relationship businesses not attempted (9.01-9.05) — Data center developers/REITs/operators (9.01, 69 edges), hyperscalers/neoclouds/labs (9.02/9.02a/9.02b, 35 edges), AE/MEP design (9.03, 30 edges), general contractors (9.04, 60 edges) and MEP/electrical contractors (9.05, 25 edges) are relationship businesses whose public sites do not name specific projects the way a product catalogue names a part — same reasoning applied to layer 9's forecast in the 2026-09-10 note and to layer 11's 11.03/11.04. Needs press-release/deal-matching, not URL probing. 219 of layer 9's 351 edges. Not attempted this batch. (verify-queue)
• Layer 3 blocked/unreachable hosts (sourcing batch 11, 2026-09-16) — 403/blocked on every guessed URL: ayar-labs.com, celestial.ai, intel.com, marvell.com, nubis-communications.com, amphenol-cs.com, corning.com, te.com. 404 on guessed paths (not yet found via search): gf.com, ranovus.com, tsmc.com, nvidia.com/co-packaged-optics, mitsubishielectric.com, sumitomoelectric.com (x2 categories), accton.com/edge-core.com, hengtonggroup.com, yofc.com. Connection errors: source-photonics.com, molex.com (candidate cable-and-wire path). All left inferred; none of these were read, so absence here means not-yet-reached, not looked-for-and-not-found. (verify-queue)
• Layer 3 reachable-but-rejected or too-weak edges (sourcing batch 11, 2026-09-16) — Broadcom 3.06/3.08: both broadcom.com optical-components and co-packaged-optics candidate URLs 404'd or missed keywords — left inferred, needs a better URL. Lumentum 3.06: lumentum.com/products/sensing-vcsel is consumer sensing VCSELs (LiDAR, face-ID), not datacom/transceiver lasers — wrong product line, left inferred. Wistron NeWeb 3.03: wnc.com.tw's network-infrastructure/enterprise-networking pages are real category pages but render only Chinese nav (no body copy) and the categories read as router/AP access gear, not confirmed white-box DC switches — left inferred. Alpha Networks 3.03: alphanetworks.com/capability lists "Data Center Network" only inside a mega-nav product menu, same nav-only trap as the 2026-09-09 Bentley/AMD cases — left inferred. Coherent 3.06: coherent.com/lasers returns 200 but the body is a region-selector shell with no product copy (client-rendered) — left inferred. Bizlink, Volex, Fujikura, Furukawa, Belden, Panduit, Leoni, Luxshare, Foxconn Interconnect: root or guessed product pages returned 200 but were either generic homepages with no part-specific copy, nav-only category lists, or (Foxconn) a blog-post index with no product content — all left inferred pending a better URL. (verify-queue)
• Layer 3 companies newly given a website (sourcing batch 11, 2026-09-16) — celestica, credo, poet, tower-semiconductor and sivers had CIK/financial overrides but no website field; leviton, lightmatter, siemon, ufispace and xscape had no override entry at all. All 10 confirmed live with a 200 response before being added to data/overrides/companies.yaml — same "nobody had looked yet" gap layer 9 and 11 surfaced in the two prior batches. (verify-queue)
• Infineon — M&A news: Winbond cements server NOR lead with Infineon deal (news)
• Infineon — M&A news: Winbond's Infineon buyout puts GigaDevice under pressure (news)
• Layer 1 sourcing batch 13: guessed-URL 404s, cheap follow-up (2026-09-18) — screen (SCREEN Semiconductor Solutions, /SSD/en/ 404s), dupont (dupont.com/semiconductor-technologies.html 404s), jsr (jsr.co.jp/jsr_e/product/semi/ 404s), dnp (dnp.co.jp photomask path 404s), merck-kgaa (emdgroup.com electronics path 404s), soulbrain (soulbrain.co.kr/eng/ 404s) — per the standing '404 costs one search' rule, each is one WebSearch away from the real product-page path, not attempted this pass. (verify-queue)
• Layer 1 sourcing batch 13: reachable but never named the part (2026-09-18) — tokyo-ohka (tok.co.jp/eng/ loads but the photoresist product page is deeper), toppan (toppan.com/en/ is a corporate portal, semiconductor.toppan.com/en/ likely has the photomask page), linde.com (electronics/gases page loads but generic, need linde.com/en/industries or similar), mpi (mpicorporation.com loads but probe-system product page is deeper) — all real companies in this business, just wrong path guessed. (verify-queue)
• Layer 1 sourcing batch 13: blocked / bad domain guess (2026-09-18) — applied-materials (appliedmaterials.com 403s a plain fetch), kyec (kyec.com.tw TLS handshake failure), fujifilm/hoya/fujimi/stella-chemifa (guessed subdomain does not resolve — ffem.fujifilm.com, hoyacorp.com, fujimicorp.co.jp, stellachemifa.co.jp all need a corrected domain, not confirmed blocked). (verify-queue)
• Layer 1 GPU/CPU/foundry follow-up: still blocked (2026-09-18) — intel (every /products/details/processors* and /foundry* URL 403s a plain fetch, both 1.01 and 1.05 and 1.09 edges), tsmc (tsmc.com/english/dedicatedFoundry 403s, 1.09 edge), ampere-computing (amperecomputing.com/products 404s, real product page is deeper, 1.05 edge). nvidia, amd and samsung-electronics all sourced on the first try for the same three parts. (verify-queue)
• Layer 7 sourcing batch: reachable but wrong company (2026-09-22) — ermco (ermco.com is an electrical/automation contractor, not the ERMCO transformer manufacturer; wrong domain guess), howard-industries (howardind.com is a private-equity firm, howard.com is unrelated; the Laurel MS transformer maker's real domain was not found) (verify-queue)
• Layer 7 sourcing batch: reachable but wrong part (2026-09-22) — tmeic's actual catalog edge is 7.04 (MV/LV transformers), not 7.10 (UPS) as first assumed from a keyword hit on 'UPS' in its product nav; tmeic.com/products never names transformers, so the 7.04 edge stayed inferred rather than being sourced against a page that doesn't support it (verify-queue)
• Layer 7 sourcing batch: blocked / bad domain guess (2026-09-22) — schneider-electric and eaton (se.com and eaton.com still 403/timeout on every product URL, same as prior layers), weg (weg.net still 403), socomec (still renders client-side, empty shell), hyundai-electric (hyundai-electric.com now times out; the Korean-404 issue from 2026-09-07 may have changed to a network-level block), prolec-ge (SSL handshake failure), ls-electric (product pages return empty shells; lselectric.co.kr and lselectricamericas.com both TLS-fail or render client-side), virginia-transformer and navitas (home pages return empty shells, likely JS-rendered), rehlko and kehua (product paths 404, root domain not tried against keywords), texas-instruments (power-management overview page loaded but no keyword hit — needs a deeper product-category URL), nari/jinpan/camlin/hitec (guessed domains do not resolve at all) (verify-queue)
• Layer 4 sourcing batch: blocked (2026-09-23) — amphenol, molex, te-connectivity, tdk all 403 on every product-page guess (same WAF-blocking family as se.com/kingston.com); foxconn-interconnect, panasonic, walsin, sunlord, chilisin, fenghua, luxshare, lotes, jae reachable-root-but-no-product-keyword-hit or ERR (timeout/TLS) on every path tried; none of these support a 4.07/4.09/4.07a edge yet (verify-queue)
• Layer 4 sourcing batch: 4.07a OSFP/QSFP cages unattempted (2026-09-23) — amphenol, molex, te-connectivity all blocked (see above) on every 4.07a candidate URL tried; 0 of 3 attempted edges closed this pass (verify-queue)
• check-sources: dead citation (2026-09-23) — sungrowpower.com/ca/en/pv-inverter (8.08b + sungrow) now 404s; ca/en path retired, en.sungrowpower.com product pages render client-side (empty shell) or also 404; dropped back to inferred rather than leave a rotted link, replacement URL still needed (verify-queue)
• Bottlenecks candidate: BESS/UPS-battery lead times (2026-09-23) — DigiTimes headline (booked out two years, https://www.digitimes.com/news/a20260918PD210/market-lges-samsung-sdi-capacity-production.html, 2026-09-18) still unverified, still paywalled. A 2026-09-23 follow-up search found suggestive but not citation-grade figures instead — LG Energy Solution's North American ESS backlog reportedly grew 140% in one quarter (50->120 GWh) per a BigGo Finance aggregation, and a 2025-11 Asia Business Daily piece headlines a K-battery ESS shortage lasting to 2030 — neither is a clean lead-time/shortfall figure from as direct a source as the 1.13/1.14/1.19 citations. Left unsourced; would need a primary LGES/Samsung SDI figure or a non-paywalled trade piece to close. Would source 7.11 bottleneck_status if confirmed. (verify-queue)
• Layer 2 sourcing batch: blocked / bad domain guess (2026-09-24) — marvell and microchip 403 on every 2.05/2.08b product-page guess (same WAF-blocking family as se.com/kingston.com/amphenol.com); kingston.com also 403s on its 2.08a enterprise-drives page; micron.com's own CXL-memory product page (my.micron.com/products/memory/cxl-memory) is gated behind a Sign in/Register modal so no CXL-specific body text could be read, even though micron.com/products/storage/ssd/data-center-ssd rendered fine for the 2.08a edge; seagate.com 429-rate-limited on every retry (4 attempts, ~20s apart) for the Nytro SSD page, 2.08a edge; hpe.com storage pages returned a hard connection failure (curl exit, no HTTP code) rather than 403/404; netapp.com and supermicro.com both 403 on every 2.10 AI-storage-systems URL tried; huawei.com/e.huawei.com 403/404 on every enterprise-storage guess. None of these 8 edges (2.05: marvell, microchip, micron; 2.08a: kingston, seagate; 2.10: hpe, huawei, netapp, supermicro) could be sourced this pass. (verify-queue)
• Vertiv — M&A news: Vertiv to acquire data center fluid management firm King Environmental Services (news)
• Vertiv — M&A news: Vertiv to Buy King Environmental Services to Bolster Data Center Cooling (news)
• Layer 5 sourcing batch: blocked / unreachable (2026-09-25) — swep.net and grundfos.com/products both connection-refused/timed out under repeated probes (2 attempts each); pall.com and parker.com (5.06b filtration) both 404/403 on every guessed product path, same fluid-connector-firm blocking family noted 2026-09-04; eaton.com connection-refused (5.06b); wilo.com 404s on every /Products path though its root 301-redirects live (website recorded, part-level citation still open); tmgcore.com DNS failure on both www and bare domain (5.08); liquidstack.com is reachable but its root and /products page never say 'immersion' in body text -- client-rendered, same empty-shell shape as other JS-only sites. (sourcing-queue)
• Layer 5 sourcing batch: reachable but rejected (2026-09-25) — huawei.com/e.huawei.com 403 on every data-center-cooling guess (5.07); motivaircorp.com root loads but never names 'rear door' in body text (product pages are client-rendered behind a menu); rittal.com/us-en 404s on every RDHx/LCP guess (5.07); vertiv.com 404s on every guessed Liebert XDR / leak-detection product URL despite Vertiv almost certainly selling both (5.07 + 5.10) -- needs a real product-page URL, not a guessed one; honeywell.com root and /industries/sensing never name pressure/flow/leak sensors in reachable body text (5.10); nvent.com's only liquid-cooling hit is its SCHROFF embedded-electronics conduction-cooling line, not a data-center rear-door heat exchanger -- left inferred rather than cited on an ambiguous match (5.07 + 5.10). (sourcing-queue)
• NetApp — M&A news: NetApp Plans PEAK:AIO Acquisition to Scale Storage for AI Clouds (news)
• Layer 7 sourcing batch 2026-09-28: blocked / unreachable — Not sourced, host refused or timed out from a plain fetch: Tesla (tesla.com/megapack 403, 7.11e), ASCO (ascopower.com 403, 7.14), Littelfuse (403, 7.08), Phoenix Contact (403, 7.08), onsemi (403, 7.10a), Eaton (paralleling-switchgear catalog URL timed out, 7.14), UCAP Power and Natron (connection errors, 7.12/7.11d), Saft (SSL error on two URLs, 7.11a), LS Cable (lscns.com returns an error shell, 7.09). Retry from a browser context; none of these were judged wrong, only unreached. Second round on 7.13 gensets: Caterpillar (cat.com 403 on the 3516E page), Cummins (QSK60 403; QSK95 flaked between 200 and 403 across two fetches, so treated as unverified) and Perkins (403) left inferred; Volvo Penta's data-center page returns an empty client-rendered shell; Wärtsilä's engine-power-plants page describes baseload/primary power for data centers, not backup gensets, so it was rejected for 7.13. (sourcing-queue)
• Layer 7 sourcing batch 2026-09-28: reachable but rejected — Left inferred because the page did not support the claim: Belden, Nexans and Furukawa (7.09) match 'cable' only in site navigation or on data/signal cable lines rather than LV power cable; Southwire's low-voltage-cable page (fetched text was catalogue menu items and a metal-price ticker, no product description; its menu does list building wire and 600 V secondary distribution, but a menu entry is not a product page, so a leaf page is still needed); Preferred Utilities (7.13a) lists Day Tanks only in a homepage nav, no leaf product page found (Pryco's own page sourced the part); Diamond Green Diesel (7.13c) says 'renewable diesel' and never HVO on the fetched page; Ideal Power, Delta Electronics and Heliox (7.16a) returned no solid-state-transformer text; Vertiv (7.12) catalogue page names UPS but not supercapacitors; IEM (7.05) never names switchboards in fetched text; Hilti (7.09a) home page only; Narada (7.11c) page is Chinese-language and did not name VRLA in fetched text. BYD (bydenergy.com) and SEL (selinc.com/products/protection) are client-rendered empty shells. (sourcing-queue)
• Layer 7 sourcing batch 2026-09-28: guessed URLs 404, not yet searched — Guessed product paths that 404'd and were not replaced by a search: Herc and United Rentals generator-rental pages (7.13d), EnerSys /en/products (7.11a/7.11c), Samsung SDI UPS page (7.11a), Johnson Matthey emission control (7.13b), Mitsubishi Electric semiconductor power modules and /products/pe (7.10a/7.05), Powell /products (7.05), Legrand switchboard and cable-tray pages (7.05/7.09a), Sumitomo Electric power cables (7.09), Rehlko paralleling switchgear (7.14), Okonite /products (307 redirect, 7.09). One WebSearch each would likely close most; per the 2026-09-09 rule a 404 costs one search, an empty shell costs a browser session. (sourcing-queue)
• Layer 4 sourcing batch 2026-10-01: blocked / client-rendered / unreached — 4.06 copper-clad laminate: Isola (isola-group.com 502), Shengyi/Doosan Electro-Materials (connection failures), Elite Material (connection failure), Iteq (iteqcorp.com redirects to a 404 body), Nanya Plastics and Taiwan Union TUC (404s; TUC's homepage is a client-rendered empty shell). Panasonic's copper-clad-laminates URL returns 200 but is a headless Drupal page — only routing JSON in the fetched body, no visible product text, so left inferred despite the matching URL slug (same decoupled-CMS trap as past passes). 4.06a copper foil: Furukawa and Mitsui Kinzoku 404 on guessed paths; Chang Chun (ccpgp.com) has a broken TLS cert. 4.06b low-Dk glass cloth: Asahi Kasei 404-body, Nittobo redirects to a not-found page; AGY (agy.com) does make glass fiber but nothing ties it to Asahi Kasei as a subsidiary in a fetched source, so it was not substituted. 4.10 BMC/platform firmware: Aspeed and Nuvoton render client-side (JS-templated shells, no visible text); Phoenix Technologies' phoenix.com now resolves to an unrelated domain-parking site — the real BIOS vendor is at a different URL and needs a search, not a guess; Nvidia's BlueField product page 404s. None judged wrong, only unreached — retry from a browser context or after one search each. (sourcing-queue)
• SiPearl — Added as a company for the JUPITER supercomputer page (HQ Maisons-Laffitte per sipearl.com/en/contact). Still to verify: ownership type; add an edge to 1.05 Server CPUs (disclosed: https://www.sipearl.com/en/rhea1 -- Rhea1, 80 Arm Neoverse V1 cores, built at TSMC, 'will equip JUPITER'). (supercomputers)
• ParTec — Added as a company for the JUPITER supercomputer page (ParTec AG, Munich; par-tec.com states ISIN DE000A3E5A34). Still to verify: exchange, ticker and ownership type; add an edge to 11.02 Cluster management (disclosed: https://par-tec.com/jupiter/ -- ParaStation Modulo and the dynamic Modular System Architecture). (supercomputers)
• Layer 4 sourcing batch 2026-10-05: blocked / client-rendered / unreached — 4.02 EMS: Celestica, Jabil, Plexus, Compal, Quanta, Wistron (403) all 404/403 on guessed service-page paths. 4.04 motherboards: ASRock Rack blocked by an Incapsula WAF challenge on every product page; Gigabyte and MSI 403 on their server-motherboard category pages; Tyan (MiTAC) has a broken TLS hostname mismatch. 4.11 timing/security silicon: Infineon, Winbond and Microchip 404/403 on guessed TPM product paths; Analog Devices timed out; Texas Instruments 404'd its clock-timing overview. 4.13 fans: Cooler Master, Nidec, Sunon, ebm-papst, Foxconn and Delta Electronics (deltaww.com/delta-fan.com, both tried) all 404'd or returned only nav text on guessed/searched fan-application pages. 4.17 heatsinks: AVC and Cooler Master returned a 1-byte client-rendered shell; Boyd 500'd on its vapor-chamber and data-center pages (same URLs a web search surfaced); Auras, Jentech, Taisol and Chaun-Choung CCI 400/404/broken-TLS/DNS failure. None of these were replaced by a second search pass -- left inferred rather than guessed further. (sourcing-queue)
• Infineon — M&A news: Infineon completes acquisition of C2i to expand AI data center power capabilities (news)
• Dominion — M&A news: Dominion-NextEra merger hearing focused on rates, data centers (news)
• NextEra — M&A news: Dominion-NextEra merger hearing focused on rates, data centers (news)
• Bloom Energy — M&A news: AEP in deal to buy up to 1.6 GW of Mainspring linear generators (news)
• Mainspring — M&A news: AEP in deal to buy up to 1.6 GW of Mainspring linear generators (news)
• LG Innotek — M&A news: TSMC and others turn LCD plants into AI assets as LG Innotek weighs acquisition (news)