AI Memory Verdict · Broker lens · 2026-W19
Everyone agrees + deep supply → healthy
HOLDHOLDAI ≈ OEM language· cos 0.79partial · missing DIST/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 6 textsOEM: 1DIST: 0AGG: 0SEARCH: 0
cohort disagreement: 27.8%
1024-dimensional centroid embeddings · all numbers reproducible from methodology
Broker action: channel intact · no action this week.
visible-leds· level 2· tier A· leaf· 14,118,556 SKUs measured· 29 observations · 3 vantagesavailable
Where you rank in Visible 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=3
lumileds.com
AI ≈ OEM
#2n=2
vishay.com
AI ≈ OEM
#3n=1
winbond.com
AI ≈ OEM
AI ≈ OEM
5 brandsAI talks about these brands in OEM-side terms.slug cos 0.79
- #2vishay.comn=22/4 vantages
- #3winbond.comn=11/4 vantages
- #3cree.comn=11/4 vantages
- #1lumileds.comn=31/4 vantages
- #3mrcy.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
Visible LEDs — paid-tier surface
◧25 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 Visible LEDs as a physics field.
Each of the 25 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.