Knowledge Base Retrieval and Recall for Semiconductor Investment Research Knowledge Base Construction

Semiconductor investment research data primarily comes from industry public research reports, fab capacity announcements, semiconductor device

What this category of data looks like

Semiconductor investment research data primarily comes from industry public research reports, fab capacity announcements, semiconductor device specifications, patent documents, and supply chain quotation sheets. Update frequencies differ across sources:

  • Device specifications are updated in real time alongside new product launches
  • Capacity announcements are updated monthly
  • Industry research reports are released quarterly
  • Patent documents are made public in real time

Document structures fall into two categories:

  1. Structured parameter documents with fields including device model, process node, power consumption, and pin definitions, mostly using units such as nm, W, mA
  2. Unstructured documents including industrial chain analysis and market forecasts, mostly long text passages

What constraints these characteristics impose on knowledge base retrieval and recall

The coexistence of structured parameters and unstructured text in semiconductor data requires retrieval to support both precise parameter matching and semantic fuzzy matching. Differences in data source update frequencies require the retrieval system to support flexible switching between incremental recall and full recall, to avoid repeated full dataset indexing. The mix of long-text research reports and short parameter documents requires a segmentation strategy tailored to different text lengths, to prevent disconnected parameter associations. The strong binding between professional units and model numbers requires retrieval to retain field unit matching rules, to avoid incorrect recall caused by unit confusion.

How to set configurations

Configuration ItemRecommended Value RangeRationale
segment_length1000–1500 charactersSemiconductor specification sheets have high parameter density per segment. Too long will lose associated parameters such as pins and process nodes; too short will break the contextual logic of industrial chain analysis
similarity_threshold0.75–0.85Semiconductor parameter matching has high precision requirements. A threshold that is too low will introduce irrelevant device models; a threshold that is too high will miss valid data for different processes in the same category
PARSE_FILE_TIMEOUT_SECONDS300 secondsParsing large fab capacity reports and patent PDFs over 100 pages takes a long time. The default timeout duration is insufficient for complete parsing
recall_countTop 10 resultsSemiconductor investment research needs to cover multi-dimensional data sources across upstream, midstream, and downstream industrial chains. Too many results will exceed the context window limit; too few will miss key supply chain information
incremental_index_trigger_threshold50 new filesSemiconductor supply chain quotation sheets are updated frequently. Triggering incremental indexing by file count avoids resource waste caused by full reindexing

The parameter values provided on this page are common starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require individual analysis, and it is recommended to test against your own samples before finalizing settings.

Three common mistakes

  • Issue: A $schema prefix field validation error occurs after uploading a semiconductor device parameter table, and the indexing task terminates. Cause: The uploaded structured CSV file contains reserved metadata fields, and non-business fields such as $schema were not cleaned in advance, leading to a mismatch with indexing validation rules.
  • Issue: The indexing task remains stuck in the "pending" state for a long time and fails to complete indexing of all semiconductor documents. Cause: The PARSE_FILE_TIMEOUT_SECONDS parameter was not adjusted. Parsing large PDF specification sheets times out without automatic retries, causing the indexing queue to block.
  • Issue: Embedded wafer fab production line images in the knowledge base fail to load properly. Cause: The image links use internal local area network addresses, or the image resources were not uploaded to the knowledge base’s associated storage bucket, making cross-domain loading of image resources impossible during retrieval.

How to confirm correct configuration

  • Upload one typical semiconductor device specification sheet, initiate a retrieval request, verify the accuracy of parameter matching results, and adjust the similarity_threshold to a range that meets business requirements.
  • Upload two highly similar semiconductor research reports, confirm that only one valid entry is retained in the knowledge base, and verify that the deduplication rule is active.
  • Trigger an incremental indexing task, check backend logs to confirm that only newly added files are processed, and that no full indexing process is triggered.
  • Upload a semiconductor supply chain report containing embedded images, verify that images in retrieval results load properly.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.