This paper presents an LLM-empowered workflow for RISC-V supply chain analysis, integrating Vision-Language Models (VLMs) and Model-Driven Engineering (MDE) to enable comprehensive, multimodal data-driven insights. The proposed approach addresses the challenges of heterogeneous and unstructured supply chain data by leveraging LLMs for textual understanding and VLMs for extracting information from visual artifacts such as diagrams, tables, and scanned documents. These models collaboratively identify key entities and relationships, which are then organized into a knowledge graph representing supply chain components and their interdependencies. For analytical reasoning, the workflow incorporates MDE techniques and constraint-based modeling to enable formal validation of dependencies, detection of bottlenecks, and assessment of risks. The synergy between LLM- and VLM-based semantic understanding and MDE-based formal analysis supports both exploratory and systematic evaluation of supply chain resilience. A human-in-the-loop mechanism further enables interactive querying and expert validation. The approach is evaluated in RISC-V ecosystem scenarios, demonstrating its effectiveness in generating actionable insights, enhancing transparency, and supporting decision-making in complex semiconductor supply chains.
Semiconductor supply chains face escalating risks from geopolitical tensions, geographic concentration, and rapid technological shifts, yet no scalable system continuously extracts, structures, and prioritizes risk intelligence from public corporate disclosures. We present an end-to-end pipeline that retrieves corporate documents for semiconductor companies and uses large language models (LLMs) to extract the risks and opportunities they describe. It organizes these into a knowledge graph linking each item to its category, sources, and related events, then merges duplicates and ranks them with a three-layer mechanism combining an algorithmic formula, an LLM relevance adjustment, and expert validation. Applied to five companies across the value chain, the pipeline produces 76,207 scored items, of which an independent check finds 92.6% valid. The automated rankings match expert judgment at an average Spearman correlation of 0.55 for risks and 0.72 for opportunities, and the resulting matrices identify trade restrictions as the dominant cross-company risk.
AI agents in supply chains face a fundamental epistemic gap: large language models (LLMs) interpret policies but lack physical grounding, while reinforcement learning (RL) optimizes flows but is semantically blind to unstructured constraints. We introduce REFLECTICHAIN, bridging this gap through a Generative Supply Chain World Model (SC-WM) - encoding heterogeneous supply networks into a 6-dim graph-latent space with physical conservation - and Double-Loop Learning that separates epistemic uncertainty (KL-trust-region-bounded policy adaptation) from aleatoric uncertainty (stochastic latent rollouts). On Semi-Sim, a 10-node semiconductor benchmark with SIR risk propagation, 6 perturbation types, and 10 policy constraint templates, REFLECTICHAIN improves Rationale Consistency Score by 33.0% (p < 0.0001, d = 2.78), maintains 82.3% operability under adversarial shocks, and exhibits anti-fragile behavior (+40.2% gain under moderate pressure). We identify three operational epistemic mechanisms - uncertainty separation, knowledge-boundary detection, and empirical Bayesian policy updating - and discuss five limitation categories.
LLM-based multi-agent systems have been widely adopted for knowledge retrieval and report generation, synthesizing known information through web search and textual reasoning. However, many critical information tasks in supply chains are not simple one-shot queries: they are structural inference problems requiring multi-hop reasoning across complex, fragmented web resources. Questions such as \textit{``Which Tesla components use lithium from Australian mines?''} have no answer in any single document; answers must be computationally synthesized through the autonomous construction and analysis of dynamic knowledge graphs assembled from fragmented, heterogeneous sources. Moreover, such discovery processes must be uncertainty-aware: decisions depend not only on answers but on calibrated confidence in their reliability, traceable to source quality and reasoning consistency. To address this capability gap, we propose \textit{Helicase}, an autonomous multi-agent LLM system for uncertainty-guided supply chain knowledge graph construction. \textit{Helicase} decomposes high-level supply-chain queries into executable investigation plans, coordinates specialized web-search, reasoning, and coding agents through iterative verification loops, and incrementally constructs query-specific supply chain knowledge graphs with per-fact uncertainty annotations. Its three-layer uncertainty framework tracks uncertainty at the action, trajectory, and memory layers, enabling both structural inference and calibrated confidence assessment. To evaluate autonomous reasoning across the full complexity spectrum, we introduce SCQA (Supply Chain Query Assessment), a benchmark of 80 supply chain queries organized into four quadrants spanning single-hop to multi-hop inference under both high and low data visibility.