Template-Type: ReDIF-Paper 1.0
Title: Reconstructing temporal multi-relational firm networks at scale using large language models. The case of the semiconductor industry
Abstract: The semiconductor industry is foundational to modern technology, yet its complex global multi-relational firm network remains poorly understood, posing challenges to scientists, firms and policymakers. Traditional analysis relies on proprietary databases that are often expensive, incomplete, and slowly updated, limiting their ability to capture rapidly evolving dependencies. Here, we demonstrate that a novel, generalizable methodology combining Large Language Models (LLMs) with open web data can reconstruct this network and its structural dynamics at scale. We identify and classify supply-chain, partnership, and ownership links from 170 million semiconductor firm webpages, yielding a temporal network of over 1,300 linked firms. We validate link-extraction quality (Precision: 0.884; F1-score: 0.784), network overlap and complementarity with a proprietary database, and consistency with aggregate economic data. Our network reveals a temporary 9% decline in edges during the 2022 chip shortage, rapid increases in the centrality of AI supply-chain bottleneck firms such as NVIDIA, and geographic realignment of interfirm relations amid geopolitical turbulence. This generalizable framework overcomes barriers to transparency and provides essential, up-to-date maps for assessing resilience and informing policy across strategically relevant sectors.
Author-Name: Köse, Şeyda
Author-Email: koese@csh.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Diem, Christian
Author-Email: christian.diem@smithschool.ox.ac.uk
Author-Workplace-Name: Institute for New Economic Thinking at the Oxford Martin School
Author-Name: Dervic, Elma
Author-Email: dervic@csh.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Friesenbichler, Klaus
Author-Email: klaus.friesenbichler@ascii.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Heiler, Georg
Author-Email: heiler@csh.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Hurt, Jan
Author-Email: hurt@csh.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Picatto, Hernan
Author-Email: hernan.picatto@ascii.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
Author-Name: Klimek, Peter
Author-Email: klimek@csh.ac.at
Author-Workplace-Name: Supply Chain Intelligence Institute Austria (ASCII)
File-URL: https://oms-inet.files.svdcdn.com/production/files/Reconstructing_Temporal_Multi_Relational_Firm_Networks_At_Scale_Using_Large_Language_Models_The_Case_Of_The_Semiconductor_Industry_WP_May_26.pdf?dm=1779121549
File-Format: Application/pdf
File-Function: 
Length: 33 pages
Creation-Date: 2026-05
Handle: RePEc:amz:wpaper:2026-14