AI Memory Verdict · OEM lens · 2026-W19
Everyone agrees + deep supply → healthy
HOLDDEFENDAI ≈ OEM language· cos 0.90partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 8 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 25.8%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
OEM action: AI hears you correctly · keep marketing investment intact.
infrared-leds· level 2· tier A· leaf· 1,800,000 SKUs measured· 38 observations · 3 vantagesavailable
Where you rank in Infrared LEDs
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=5
lumileds.com
AI ≈ OEM
#2n=2
ti.com
AI ≈ OEM
#2n=2
we-online.com
AI ≈ OEM
AI ≈ OEM
5 brandsAI talks about these brands in OEM-side terms.slug cos 0.90
- #2ti.comn=22/4 vantages
- #2we-online.comn=22/4 vantages
- #4latticesemi.comn=11/4 vantages
- #1lumileds.comn=51/4 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
What you unlock
Infrared LEDs — paid-tier surface
◧28 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.
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Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See Infrared LEDs as a physics field.
Each of the 28 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.