Semiconductor & advanced manufacturing.
You are the customer base — not a vertical we also serve. Qeino's deployment model, Ledger and founder-market fit are shaped to this sector.
Tape-out, mask-set and fab-slot windows do not move. A late integration signal turns a quarter into a write-off. The cost of a missed slot is measured in months and millions of euros, not story points.
EU industrial-sovereignty posture, export controls and customer NDAs preclude sending code, signals or telemetry to third-party SaaS. Foreign-hosted assistants are out of scope by procurement.
Air-gapped or on-prem inside the design environment. Read-only access to design, verification and integration repositories. Nothing leaves the perimeter — ever.
The founders have shipped against tape-out deadlines and lived inside semiconductor delivery cadence. The product is shaped by that pressure, not retro-fitted to it.
One posture, four regimes.
How this sector sits against the four regimes that matter.
High-risk system controls apply when AI is in the design loop. Qeino runs in-perimeter so providers retain governance.
Essential entity obligations for supply-chain integrity. Read-only, in-perimeter access fits the control regime.
Not in scope.
Not in scope.
| Sector | EU AI Act | NIS2 | MDR | DORA |
|---|---|---|---|---|
| Semiconductor | Applies | Applies | Out of scope | Out of scope |
| Regulated medtech | Applies | Applies | Direct | Out of scope |
| Defence-adjacent (EU) | Applies | Applies | Out of scope | Out of scope |
| Deeptech | Inherited | Inherited | Inherited | Inherited |
The bar is rising. The window is short.
European chip programmes and CHIPS Act-adjacent investment are accelerating just as integration complexity compounds. Foresight has to live where the silicon does.
Know what is about to break. Inside your perimeter.
Run a Foresight Pilot shaped to semiconductor — measured from day one, sovereign by construction.