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 0.89partial · missing DIST
▸ Panel signature · what AI saw, what we compared against
AI: 5 textsOEM: 4DIST: 0AGG: 1SEARCH: 10
cohort disagreement: 25.8%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Broker action: channel intact · no action this week.
interface-ics· level 1· tier A· 8 children· 43,507 SKUs measured· 51 observations · 4 vantagesavailable
Where you rank in Interface ICs
15 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=4
silabs.com
AI ≈ OEM
#2n=3
ti.com
AI ≈ OEM
#3n=2
kyocera-avx.com
AI ≈ OEM
AI ≈ OEM
15 brandsAI talks about these brands in OEM-side terms.slug cos 0.89
- #2ti.comn=33/4 vantages
- #3kyocera-avx.comn=22/4 vantages
- #3monolithicpower.comn=22/4 vantages
- #3skyworksinc.comn=22/4 vantages
- #3samtec.comn=22/4 vantages
- #3analog.comn=22/4 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
Buyer-search vocabulary · week 2026-W19
source · Google Keyword Planner data
What buyers actually search for — Interface ICs
AI's vocabulary for this category does not currently match buyer-search. These are the buyer queries — the language AI is not yet echoing.
buyer querymonthly searchescompetition
ethernet phy ic480LOW
gate driver ics260MEDIUM
ethernet switch ic170MEDIUM
usb hub ic110HIGH
usb controller ic110LOW
hub usb ic110HIGH
usb ic controller110LOW
usb to uart ic90HIGH
usb to serial ic70HIGH
usb ic70LOW
Atoms × Bits · 4th-axis lens
source · SEC 10-K filings · cohort tier-1
Interface ICs: 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 0.89
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 · Interface ICs
TSMC concentration is total: every disclosing brand in the cohort (Analog Devices, Broadcom, NXP) names TSMC as the foundry of record. A Taiwan Strait event is a category-wide supply event, not a brand-substitution opportunity. Hedge by SKU-class, not by vendor.
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.”
Sub-categories (8)
RS-232 Transceivers
22 brands · 3 forms · top 91%
RS-485 Transceivers
no data yet
CAN Transceivers
26 brands · 4 forms · top 57%
USB Controllers
46 brands · 10 forms · top 19%
Ethernet PHY
13 brands · 10 forms · top 20%
I2C Expanders
21 brands · 2 forms · top 95%
SPI Interface
24 brands · 4 forms · top 84%
LVDS Transceivers
1 brands · 1 forms · top 100%
What you unlock
Interface ICs — paid-tier surface
◧37 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◨7 brand category peers identified
Qwen-grounded peers with rationale, confidence, and verify_targets per peer.
◳21 manufacturing facilities · 19 brands · 8 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.
Anonymous visitors and crawlers see this preview. Sign in or subscribe to unlock the interface-ics data layer.
Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
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.