analog.comADISingle-source dependency
10-K · 2025-11-25 ↗“We currently source more than half of our wafer requirements annually from third-party wafer fabrication foundries, such as Taiwan Semiconductor Manufacturing Company (TSMC) and others.”
AI Memory Verdict · Broker lens · 2026-W19
Everyone agrees + deep supply → healthy
HOLDHOLDAI ≈ OEM language· cos 0.93partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 8 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 24.1%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Broker action: channel intact · no action this week.
bus-transceivers· level 2· tier C· leaf· 90,431 SKUs measured· 43 observations · 3 vantagesavailable
Where you rank in Bus Transceivers
5 brands · 2026-W19For each brand AI associates with this category, we record the rank (by AI-claim count) and which reference frame AI uses when talking about the brand. When the brand ahead of you appears in a different column than your marketing speaks, that's the campaign brief.
Category leaderboard · top 3
#1n=6
melexis.com
AI ≈ OEM
#2n=2
vicor.com
AI ≈ OEM
#3n=2
maximintegrated.com
AI ≈ OEM
AI ≈ OEM
5 brandsAI talks about these brands in OEM-side terms.slug cos 0.93
- #2vicor.comn=22/4 vantages
- #1melexis.comn=61/4 vantages
- #3maximintegrated.comn=21/4 vantages
- #4marvell.comn=11/4 vantages
- #4mrcy.comn=11/4 vantages
AI ≈ DIST
0 brandsAI talks about these brands in distributor-catalog terms.
No brand AI-anchored to this frame for this category.
AI ≈ AGG
0 brandsAI talks about these brands in aggregator-discovery terms.
No brand AI-anchored to this frame for this category.
AI ≈ SEARCH
0 brandsAI talks about these brands in buyer-search terms.
No brand AI-anchored to this frame for this category.
rank = AI-claim count desc within the category · top 6 brands per reference frame · week 2026-W19
Atoms × Bits · 4th-axis lens
source · SEC 10-K filings · cohort tier-1
Bus Transceivers: AI routes attention. Physics routes atoms.
We measure both. Below — what AI hears about this category, and what the brands themselves told the SEC about where it is actually made.
Semantic axis · AI memory verdict
AI ≈ OEM language· cos 0.93
quadrant: HOLD
From AI's vocabulary alone, this category reads as a settled, channel-coherent name.
Location axis · supply-chain dependency
TSMC dominates wafer supply.
3 of 3 disclosing brands name TSMC.
Sits on the Taiwan Strait· baseline risk 85/100. Maritime passage between Taiwan and Fujian China; ~50% of global container traffic transits adjacent waters
What this means · Bus Transceivers
TSMC dependency is total across the disclosing cohort (Analog Devices, Broadcom, NXP). Bus transceivers are commodity per-unit but their fab base isn't; substitution requires AEC-Q / industrial requalification cycles measured in months. Inventory hedging is the dominant short-term tool.
Receipts — the brands' own SEC filings
broadcom.comAVGOSingle-source dependency
10-K · 2025-12-18 ↗“During fiscal year 2025, approximately 95% of the wafers manufactured by our CMs were produced by TSMC.”
nxp.comNXPICapacity contention
10-K · 2026-02-19 ↗“Our SSMC wafer fab facility, which produces 8 inch wafers, is jointly owned by TSMC and ourselves.”
What you unlock
Bus Transceivers — paid-tier surface
◧30 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◤Live week-over-week trajectory
Fragmentation direction, channel-pull attribution, drift narratives.
Anonymous visitors and crawlers see this preview. Sign in or subscribe to unlock the bus-transceivers data layer.
Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See Bus Transceivers as a physics field.
Each of the 30 brands competing here becomes a particle, pulled toward the vantages that observed it. The shape of the cloud is the shape of fragmentation.
substrate · 21 weeks · 26.4M AI observations · 35,746 brands · 2025-W51 → 2026-W20
this page · 2026-W19 · numbers reproducible from our weekly substrate (methodology)
per-(brand × vantage × form) aggregation, top-form share within (brand × vantage) cells; divergence classified at category level using a 1024-dimensional embedding centroid.