AI Memory Verdict · Broker lens · 2026-W19
AI consolidated + supply thin → hedge
HEDGEHEDGEAI ≈ OEM language· cos 0.98partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 9 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 12.8%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Broker action: AI consolidated + supply thin · add second-flag supplier.
ffc-fpc-connectors· level 2· tier B· leaf· 650,000 SKUs measured· 67 observations · 3 vantagesavailable
Where you rank in FFC/FPC Connectors
6 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=10
jst.com
AI ≈ OEM
#2n=8
jae.com
AI ≈ OEM
#3n=7
molex.com
AI ≈ OEM
AI ≈ OEM
6 brandsAI talks about these brands in OEM-side terms.slug cos 0.98
- #5kyocera-avx.comn=22/4 vantages
- #4samtec.comn=43/4 vantages
- #3molex.comn=72/4 vantages
- #1jst.comn=102/4 vantages
- #2jae.comn=81/4 vantages
- #6mrcy.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
What you unlock
FFC/FPC Connectors — paid-tier surface
◧27 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◳252 manufacturing facilities · 101 brands · 26 countries
Geographic concentration, top brands by facility count, facility-type mix, supply-risk story.
◤Live week-over-week trajectory
Fragmentation direction, channel-pull attribution, drift narratives.
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Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See FFC/FPC Connectors as a physics field.
Each of the 27 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.