Scorecard inputs

Up to twelve inputs a month's scorecard reads, each on a scale from 0 to 4.

Inputs: 12
Stages: 5
Scale: 0 to 4

#Twelve inputs

Each month’s readings sit in one scorecard, a JSON file in the kyzen-scorecard/1 format. Its readings come from the twelve inputs below: seven measures of the supply chain, and earnings-call language for each of the five stages. A scorecard may leave an input out, but every stage needs at least one reading.

Input	ID	Stage	Label as bottleneck
DRAM contract prices	`dram-contract`	Memory	DRAM
HBM contract prices	`hbm-contract`	Memory	HBM
HBM lead times	`hbm-lead`	Memory	HBM
CoWoS lead times	`cowos-lead`	Fab	CoWoS
Fab and packaging capacity announcements	`fab-capacity`	Fab	Fab capacity
Equipment order data	`equipment-orders`	Equipment	Equipment
Datacenter power constraints	`power`	Power	Power
Earnings-call language (design)	`calls-design`	Design	Design
Earnings-call language (memory)	`calls-memory`	Memory	Memory
Earnings-call language (fab)	`calls-fab`	Fab	Fab
Earnings-call language (equipment)	`calls-equipment`	Equipment	Equipment
Earnings-call language (power)	`calls-power`	Power	Power

The label is the name a memo gives the constraint when that input’s reading names the bottleneck (The bottleneck).

Stage	Inputs
Design	1
Memory	4
Fab	3
Equipment	2
Power	2

A stage scores the mean of its readings, so a stage with more inputs does not weigh more.

What a scorecard must hold

Rule	Value
Readings	At most one per input
Stages	At least one reading for every stage
Month	The month it reads, as YYYY-MM
Dry run	Marks test readings; a dry run is never published on mainnet
Anything else	Refused: an unknown input, a duplicate or an unknown field stops the month

The scorecard is checked before anything else runs. The month’s readings are entered by hand from their sources.

#Readings from 0 to 4

Each reading is a whole number from 0 to 4. A higher number reads a tighter constraint.

Reading	Means
0	Slack
1	Easing
2	Balanced
3	Tight
4	Binding

Field	Rule
`input`	One ID from the inputs above
`reading`	A whole number from 0 to 4
`note`	A short note, never empty; it passes the same copy rules as this site
`sources`	At least one https link

Every reading keeps its note and its sources in the memo, and the latest memo on The Scheduler lists them. Anyone can open each source and check the reading.