### 2.1 Integration Assessment The dataset is a single, self-contained table, **semi_conductor_se** (422,729 rows), so no validated joins exist, and none are expected. This is a structural feature, consistent with the 100% referential integrity score, not a data quality gap. The table is ready for standalone analysis, and its value can grow by linking it to external reference data. ### 2.2 Recommended Actions - **Add company reference data:** Link the table to a public company master (sector classification, market capitalization, headquarters region) to allow peer-group comparisons across semiconductor firms. - **Bring in AI-demand signals:** Join to external indicators such as AI-related announcements, data-center capital spending, or chip-export policy timelines to test the "AI surge" thesis directly. - **Benchmark against broad market indices:** Align dates with index and interest-rate series to separate semiconductor-specific moves from general market movement. - **Plan for schema evolution:** Establish a consistent company identifier and date convention now, so future enrichment sources can be attached without reworking the existing 422,729 rows.