AI Memory Verdict · Broker lens · 2026-W19
Everyone agrees + deep supply → healthy
HOLDHOLDAI ≈ aggregator language· cos 0.98
▸ Panel signature · what AI saw, what we compared against
AI: 5 textsOEM: 5DIST: 3AGG: 1SEARCH: 10
cohort disagreement: 7.3%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Broker action: channel intact · no action this week.
optoelectronics· level 1· tier B· 12 children· 85,000 SKUs measured· 79 observations · 5 vantagesavailable
Where you rank in Optoelectronics
25 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
vishay.com
AI ≈ AGG
#2n=6
wolfspeed.com
AI ≈ AGG
#3n=5
ttelectronics.com
AI ≈ AGG
AI ≈ OEM
0 brandsAI talks about these brands in OEM-side terms.
No brand AI-anchored to this frame for this category.
AI ≈ DIST
0 brandsAI talks about these brands in distributor-catalog terms.
No brand AI-anchored to this frame for this category.
AI ≈ AGG
25 brandsAI talks about these brands in aggregator-discovery terms.slug cos 0.98
- #8ti.comn=22/4 vantages
- #1vishay.comn=73/4 vantages
- #8murata.comn=22/4 vantages
- #4renesas.comn=43/4 vantages
- #5monolithicpower.comn=33/4 vantages
- #8skyworksinc.comn=22/4 vantages
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 — Optoelectronics
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
applied opto electronics6.6KLOW
laser diode2.4KHIGH
optoelectronics1.9KLOW
osioptoelectronics260MEDIUM
san an optoelectronics110LOW
sanan optoelectronics co ltd110LOW
excellence optoelectronics inc90LOW
semiconductor laser diode70LOW
optoelectronics and photonics50LOW
alpine optoelectronics40LOW
Sub-categories (12)
Displays
24 brands · 10 forms · top 58%
LEDs
24 brands · 4 forms · top 78%
Visible LEDs
25 brands · 8 forms · top 72%
Infrared LEDs
28 brands · 10 forms · top 55%
Photodiodes
no data yet
Phototransistors
1 brands · 1 forms · top 100%
Laser Diodes
4 brands · 3 forms · top 71%
Optical Encoders
29 brands · 5 forms · top 62%
LED Lighting
27 brands · 10 forms · top 30%
LED Indication
9 brands · 10 forms · top 15%
LED Emitters
35 brands · 10 forms · top 28%
Fiber Optics
37 brands · 10 forms · top 45%
What you unlock
Optoelectronics — 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.
◳121 manufacturing facilities · 55 brands · 16 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
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.