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 · Distributor lens · 2026-W19
Everyone agrees + deep supply → healthy
HOLDSTABLEAI ≈ OEM language· cos 0.96
▸ Panel signature · what AI saw, what we compared against
AI: 6 textsOEM: 3DIST: 1AGG: 2SEARCH: 10
cohort disagreement: 14.9%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Distributor action: channel consensus intact · maintain shelf-space.
microcontrollers· level 2· tier A· leaf· 54,607 SKUs measured· 80 observations · 5 vantagesavailable
Where you rank in Microcontrollers
22 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=7
ti.com
AI ≈ OEM
#2n=7
renesas.com
AI ≈ OEM
#3n=5
microchip.com
AI ≈ OEM
AI ≈ OEM
22 brandsAI talks about these brands in OEM-side terms.slug cos 0.96
- #1ti.comn=75/4 vantages
- #2renesas.comn=74/4 vantages
- #7monolithicpower.comn=22/4 vantages
- #7analog.comn=22/4 vantages
- #7onsemi.comn=22/4 vantages
- #3microchip.comn=52/4 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 — Microcontrollers
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
mcus165KLOW
arduino platform91KMEDIUM
arduino uno18KHIGH
arduino nano12KHIGH
microcontrollers9.9KLOW
microcontroller processor9.9KLOW
stm328.1KMEDIUM
arduino board5.4KHIGH
arduino mega4.4KHIGH
arduino uno r34.4KHIGH
Atoms × Bits · 4th-axis lens
source · SEC 10-K filings · cohort tier-1
Microcontrollers: 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 0.96
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 · Microcontrollers
TSMC concentration here means a Taiwan Strait disruption directly hits the cohort's flagship MCU fab base (3 of 3 disclosing brands — Analog Devices, Broadcom, NXP — name TSMC as foundry of record). Substitution requires multi-quarter requalification cycles; brokers should expect immediate quote pressure on TI / Microchip / ST adjacencies in the same disruption window.
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
Microcontrollers — paid-tier surface
◧47 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
◨8 brand category peers identified
Qwen-grounded peers with rationale, confidence, and verify_targets per peer.
◳204 manufacturing facilities · 40 brands · 31 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 microcontrollers data layer.
Sign inPublic preview · counts only · no brand names, scores, or specific facility data shown
New surface · paid tier
See Microcontrollers as a physics field.
Each of the 47 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.