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| Format: | Preprint |
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2026
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| Online Access: | https://arxiv.org/abs/2604.11041 |
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| _version_ | 1866914467847077888 |
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| author | Luo, Jia |
| author_facet | Luo, Jia |
| contents | Semiconductor supply chains face unprecedented resilience challenges amidst global geopolitical turbulence. Conventional Large Language Model (LLM) planners, when confronting such non-stationary "Policy Black Swan" events, frequently suffer from Decision Paralysis or a severe Grounding Gap due to the absence of physical environmental modeling. This paper introduces ReflectiChain, a cognitive agentic framework tailored for resilient macroeconomic supply chain planning. The core innovation lies in the integration of Latent Trajectory Rehearsal powered by a generative world model, which couples reflection-in-action (System 2 deliberation) with delayed reflection-on-action. Furthermore, we leverage a Retrospective Agentic RL mechanism to enable autonomous policy evolution during the deployment phase (test-time). Evaluations conducted on our high-fidelity benchmark, Semi-Sim, demonstrate that under extreme scenarios such as export bans and material shortages, ReflectiChain achieves a 250% improvement in average step rewards over the strongest LLM baselines. It successfully restores the Operability Ratio (OR) from a deficient 13.3% to over 88.5% while ensuring robust gradient convergence. Ablation studies further underscore that the synergy between physical grounding constraints and double-loop learning is fundamental to bridging the gap between semantic reasoning and physical reality for long-horizon strategic planning. |
| format | Preprint |
| id |
arxiv_https___arxiv_org_abs_2604_11041 |
| institution | arXiv |
| publishDate | 2026 |
| record_format | arxiv |
| spellingShingle | From Topology to Trajectory: LLM-Driven World Models For Supply Chain Resilience Luo, Jia Artificial Intelligence Semiconductor supply chains face unprecedented resilience challenges amidst global geopolitical turbulence. Conventional Large Language Model (LLM) planners, when confronting such non-stationary "Policy Black Swan" events, frequently suffer from Decision Paralysis or a severe Grounding Gap due to the absence of physical environmental modeling. This paper introduces ReflectiChain, a cognitive agentic framework tailored for resilient macroeconomic supply chain planning. The core innovation lies in the integration of Latent Trajectory Rehearsal powered by a generative world model, which couples reflection-in-action (System 2 deliberation) with delayed reflection-on-action. Furthermore, we leverage a Retrospective Agentic RL mechanism to enable autonomous policy evolution during the deployment phase (test-time). Evaluations conducted on our high-fidelity benchmark, Semi-Sim, demonstrate that under extreme scenarios such as export bans and material shortages, ReflectiChain achieves a 250% improvement in average step rewards over the strongest LLM baselines. It successfully restores the Operability Ratio (OR) from a deficient 13.3% to over 88.5% while ensuring robust gradient convergence. Ablation studies further underscore that the synergy between physical grounding constraints and double-loop learning is fundamental to bridging the gap between semantic reasoning and physical reality for long-horizon strategic planning. |
| title | From Topology to Trajectory: LLM-Driven World Models For Supply Chain Resilience |
| topic | Artificial Intelligence |
| url | https://arxiv.org/abs/2604.11041 |