Broker Lens · v1● LIVE

Typed traps for the broker who doesn't hold inventory.

For inventory operators. Which categories to hedge, which to hold, which to grow — read from AI-vs-channel disagreement.

v1 scope: 6 live detectors + 5 Findchips-verifiable MPN traps. Builds on Tapes' n=109 buyer-vantage substrate + n=12 sourcing smoke test.

built for: Concentric · IC Components · IBS Electronics · Greenchips

trap streams

live tonight

W20 refresh adds

Concentric Silicon's book · 38 categories of inventory

weekly refresh · last May 11

Concentric's public stock listing has 3,468 parts in one flat search box — no category navigation. We embedded their part descriptions against our 141-category CategoryRank Ontology and joined the result to the category risk scorecard. 38 categories light up. Each card carries a Monday-morning action verb derived from the scorecard dimensions. Click any to drill.

▸ Verb legend · what triggers each verdict

DIVEST

risk doesn’t justify carry · trim position

SOURCE

existing supplier brittle · find alternates

HEDGE

geo-concentrated · add second-flag supplier

GROW

buyer-search signal strong · add SKUs

HOLD

channel intact · no action this week

86 of 3413 parts mapped (3%) · 3327 in honest unmapped bucket · centroid cosine similarity over public-catalog part descriptions only.

Action verbs derived from scorecard dimensions: geo_risk · brand_concentration_risk · substitute_scarcity_risk · naming_divergence_risk · inventory_risk · composite. full methodology

External validationn = 12 · hand-checked Findchips

THESIS VALIDATES on channel structure

Channel-health validation: 28.6% of HIGH-risk memory MPNs have zero authorized stock (broker-only), versus 0.0% of LOW-risk MPNs from Concentric's book. 42.9% of HIGH-risk parts are broker-dominant, vs 0.0% of LOW-risk parts. Mean authorized distributors with stock: 2.3 (HIGH) vs 10.6 (LOW). Thesis validates on channel structure, not pricing dispersion.

broker-only structure

HIGH

42.9%

LOW

0.0%

+42.9 pp

HIGH-risk parts disappear from authorized channels.

zero auth stock

HIGH

28.6%

LOW

0.0%

+28.6 pp

HIGH-risk parts have no inventory at authorized distributors.

mean auth distributors w/ stock

HIGH

2.3

LOW

10.6

-8.3 dists

LOW-risk parts have deep authorized coverage.

HIGH-risk · memory family

scorecard predicts channel breakage; Findchips confirms

n = 7

MPN	mfg	channel	auth ✓	auth $/1k range	broker
MT41K128M16JT-125:K	Micron	AUTH DOMINANT	5	$4.42 – $20.07	—	verify →
CY7C1041GN30-10ZSXI	Cypress/Infineon	MIXED	5	$2.72 – $4.94	1.4×	verify →
MT40A1G16TBG-062E	Micron	MIXED	4	$139 – $228	0.9×	verify →
K4A8G165WC-BCRC	Samsung	BROKER ONLY	0	no auth	$23.28–$24.71	verify →
MT29F8G08ABABAWP	Micron	BROKER ONLY	1	no auth	$17.00–$37.14	verify →
K4B2G1646F-BCK0	Samsung	BROKER ONLY	0	no auth	$3.01–$3.89	verify →
IS61WV12816BLL-10TLI	ISSI	AUTH DOMINANT	1	$2.50 – $4.63	—	verify →

LOW-risk · Concentric's book

scorecard predicts channel health; Findchips confirms

n = 5

MPN	mfg	channel	auth ✓	auth $/1k range	broker
RMCF0805FT1K00	SEI Stackpole	AUTH DOMINANT	10	$0.0022 – $0.0080	2.2×	verify →
08055A2R0CAT2A	Kyocera	AUTH DOMINANT	10	$0.0065 – $0.0510	7.5×	verify →
LPC1768FBD100K	NXP	AUTH DOMINANT	9	$7.36 – $14.24	0.6×	verify →
VBPW34S	Vishay	AUTH DOMINANT	10	$0.1580 – $0.8040	0.4×	verify →
RC0805FR-0733KL	Yageo	AUTH DOMINANT	14	$0.0024 – $0.0068	7.3×	verify →

Thesis: Categories scored HIGH risk exhibit channel breakage; LOW risk exhibits channel health.

Result: VALIDATED on channel-health metrics.

▸ 7 honest caveats · why spread-ratio was the wrong metric

n=12 total (7 HIGH + 5 LOW) is illustrative, not statistical inference
HIGH-risk sample is memory-family-only; broader categories under Validation 1 protocol
LOW-risk sample drawn from Concentric's actual book; not random across our 109 slugs
Spread-ratio metric is amplified at low absolute prices (LOW-risk pennies show wide ratios with no arbitrage)
Absolute-dollar-spread-per-unit is the cleaner discriminator at HIGH-risk where parts are >$1
Two LOW-risk anomalies flagged inline (Kyocera cap broker premium 7.45×; Vishay photodiode auth volume-tier dispersion)
Pre-registered n=50 Validation 1 protocol in /shared/orchestrator/post_may14_validation_protocol.md

Source: tapes_external_thesis_validation_high_vs_low · 2026-W19 · full methodology

Today's pick · category attention ranking

109 slugs · ranked by trap firings & diversity

Categories ranked by total trap firings AND distinct trap-type diversity. Memory typically lands top-3 with the highest trap-type diversity in the cohort (4 distinct traps fire) — the most-pattern-rich category we measure. Highlighted rows are in Concentric's stated universe.

#	Kim category	firings	brands	obfuscation
1	Embedded Computing	17	11	69%
2	Memoryin scope	12	11	63%
3	RF Amplifiers	12	10	68%
4	Power Management	12	10	66%
5	Cellular Modules	12	11	42%
6	Automotive Electronics	12	11	71%
7	IoT Solutions	12	11	54%
8	Isolation	12	10	29%
9	IGBTs	11	10	55%
10	RF Semiconductors	11	10	76%
11	Integrated Circuits (ICs)in scope	11	11	69%
12	Data Acquisition	11	10	56%

Showing top 12 of 109 · source: tapes_slug_trap_density 2026-W19 · click any row to drill into the per-brand panel + field view

Live trap streams

These detectors fire against the W19 substrate right now. Click any trap to see the detector logic, example evidence, and the specific operating action for a broker.

TRAP #01

Bare-MPN-vs-variant trap

● LIVE

Buyer types the bare MPN. The bare MPN has no orderable form. The result fans out across 3-5 orderable variants with different stock levels and prices.

Broker action

Buyer picks the wrong variant; broker is the discovery layer.

Example evidence

• TJA1042T/3 (NXP CAN, $0.68-$2.08 across 5 auth variants)

Detector: Live Findchips demo. Buyer hits the fan-out; broker is the discovery layer that says "you want this variant, not that one."

TRAP #02

Auto-redirect to similar-but-different MPN

● LIVE

Buyer types exact MPN. Findchips returns "No results found." Then auto-suggests a similar-but-different part. Buyer who doesn't read carefully orders wrong speed/voltage.

Broker action

Buyer accidentally orders the cousin part; broker prevents the mistake.

Example evidence

• V24A28C300BL (Vicor DC-DC; no results; redirects to V24A24C300BL with 30-week lead)

• IS61WV12816BLL-10TLI (ISSI SRAM; no results; redirects to -12TLI different speed grade)

Detector: Live Findchips demo. Two confirmed cases.

TRAP #03

Authorized out-of-stock + brokers carry it

● LIVE

All authorized distributors show 0 stock. Brokers have substantial inventory at competitive or lower prices.

Broker action

You're the only route. Counterparty has stock; price-spread to industrial buyer.

Example evidence

• IRLR8259TRPBF (Infineon MOSFET; auth out US, brokers 25K+ at LOWER price than auth list)

Detector: Live Findchips demo. Auth out, broker in.

TRAP #04

Channel-validated · buyer-blind

● LIVE26 hits W19

Brand is observed by AI, OEM, distributor, AND aggregator vantages — but ZERO buyer-search activity. Channel says yes; buyers don't search for it.

Broker action

Counterparties holding this inventory are stressed. Buy on stress; flip to pre-arranged industrial buyer.

Top hits this week · sorted by strength

renesas.comatMemory

strength 0.90

renesas.com appears in distributor catalogs for 'Memory' but 90% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

aggregatoraicanonicaldistributorn_claims_in_slug: 9slug_forms_unsearched_pct: 90

ti.comatMemory

strength 0.90

ti.com appears in distributor catalogs for 'Memory' but 90% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

aicanonicaldistributorn_claims_in_slug: 3slug_forms_unsearched_pct: 90

renesas.comatIGBTs

strength 0.70

renesas.com appears in distributor catalogs for 'IGBTs' but 70% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

aicanonicaldistributorn_claims_in_slug: 4slug_forms_unsearched_pct: 70

ti.comatIGBTs

strength 0.70

ti.com appears in distributor catalogs for 'IGBTs' but 70% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

canonicaldistributorn_claims_in_slug: 2slug_forms_unsearched_pct: 70

ti.comatEmbedded Computing

strength 0.62

ti.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

aicanonicaldistributorn_claims_in_slug: 6slug_forms_unsearched_pct: 62.50

renesas.comatEmbedded Computing

strength 0.62

renesas.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

aicanonicaldistributorn_claims_in_slug: 5slug_forms_unsearched_pct: 62.50

skyworksinc.comatEmbedded Computing

strength 0.62

skyworksinc.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

canonicaldistributorn_claims_in_slug: 3slug_forms_unsearched_pct: 62.50

wolfspeed.comatEmbedded Computing

strength 0.62

wolfspeed.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

canonicaldistributorn_claims_in_slug: 3slug_forms_unsearched_pct: 62.50

schaffner.comatEmbedded Computing

strength 0.62

schaffner.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

canonicaldistributorn_claims_in_slug: 3slug_forms_unsearched_pct: 62.50

monolithicpower.comatEmbedded Computing

strength 0.62

monolithicpower.com appears in distributor catalogs for 'Embedded Computing' but 62% of the slug's alias-form vocabulary has no buyer-search match — the channel carries the brand, the buyer doesn't ask for it under those names.

canonicaldistributorn_claims_in_slug: 3slug_forms_unsearched_pct: 62.50

Showing top 10 of 26 firings

Detector: Tapes-shipped detector (tapes_brand_trap_evidence, 26 firings W19). Brand × slug pairs where distributor carries AND slug_forms_unsearched_pct ≥ 80%. Pre-formatted why_string + strength_score per firing.

TRAP #05

Huge price spread within authorized

● LIVE

Same MPN listed across authorized distributors with 5×+ price range. Either mispricing, aged stock, or regional supply mismatch.

Broker action

Buyer picking the wrong distributor pays multiples for the same part. You catch it.

Example evidence

• MT41K128M16JT-125:K (Micron DDR3L; $5.63 → $50.60 across auth = 9× spread)

Detector: Live Findchips demo + CR detector (under development).

TRAP #06

Rebranded clone risk (-VB / -CN suffix)

● LIVE

Broker lists an MPN with a clone-shop suffix (-VB = VBsemi, -CN = Chinese clone) at ~10% of the original price. Substantial stock. Counterfeit risk.

Broker action

Buyer thinks they got a 10× discount; they got counterfeit risk. You vet the supply.

Example evidence

• IRLR8259TRPBF-VB (VBsemi clone of Infineon; 399,950 in stock at $0.15 vs original $1.50)

Detector: Live Findchips demo. Visual scan for suffix pattern.

TRAP #07

Supply void (no-one-has-this)

● LIVE

Kim category where 0 brands have W19 polling data. Channel hasn't indexed this leaf. Either dead category or emerging market.

Broker action

Channel hasn't caught up. If buyers want parts here, they need a broker. First-mover advantage.

Example evidence

• 32 grey Kim slugs in W19 (DSP, image-sensors, LEDs, EEPROM, FPGAs, MLCC-capacitors, etc.)

Detector: CR live detector. Checks cr_per_kim_slug_rollup for has_data=false; cross-validates with tapes_grey_category_seed_brands (Qwen public-knowledge prior) to confirm the category is real but un-indexed.

TRAP #11

AI says yes, channel says no

● LIVE184 hits W19

AI vantage names brand X as competing in category Y. Channel (distributor + aggregator) shows zero presence for X at Y. Either AI hallucination or emerging brand the channel hasn't caught.

Broker action

Investigate: emerging supplier with channel-discovery opportunity, OR AI hallucination to discard.

Top hits this week · sorted by strength

vikingtechnology.comatIntegrated Circuits (ICs)

strength 0.80

vikingtechnology.com is placed in 'Integrated Circuits (ICs)' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aggregatoraicanonicaln_claims: 3

murata.comatData Acquisition

strength 0.80

murata.com is placed in 'Data Acquisition' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 3

vikingtechnology.comatEmbedded Computing

strength 0.80

vikingtechnology.com is placed in 'Embedded Computing' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 3

ti.comatLinear / Analog ICs

strength 0.80

ti.com is placed in 'Linear / Analog ICs' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aggregatoraicanonicaln_claims: 6

renesas.comatLinear / Analog ICs

strength 0.80

renesas.com is placed in 'Linear / Analog ICs' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 7

schaffner.comatLinear / Analog ICs

strength 0.80

schaffner.com is placed in 'Linear / Analog ICs' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 3

skyworksinc.comatLinear / Analog ICs

strength 0.80

skyworksinc.com is placed in 'Linear / Analog ICs' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 3

vikingtechnology.comatMemory

strength 0.80

vikingtechnology.com is placed in 'Memory' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 10

vicor.comatPower Management

strength 0.80

vicor.com is placed in 'Power Management' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aggregatoraicanonicaln_claims: 4

skyworksinc.comatWireless & RF

strength 0.80

skyworksinc.com is placed in 'Wireless & RF' by AI cohort observations, but no distributor in our cohort carries it under that vocabulary. Either AI memory is stale, the brand was rebranded, or the channel uses a different name.

aicanonicaln_claims: 4

Showing top 10 of 184 firings

Detector: CR live detector. Cross-joins category_mentions_v2 (AI claims) with tape_inventory_observations (channel presence) at brand × kim_slug. Fires when AI ≥ 1 model claims AND channel = 0.

TRAP #13

OEM-claims-but-no-distributor-carries

● LIVE25 hits W19

OEM website (canonical vantage) claims a brand operates in category Y. No authorized distributor stocks that brand at Y. Direct-channel-only signal.

Broker action

OEM-direct only — outbound channel work, not inbound discovery.

Top hits this week · sorted by strength

ti.comatData Acquisition

strength 0.85

ti.com's own OEM marketing places it in 'Data Acquisition', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aggregatorcanonicaloem

ti.comatInterface ICs

strength 0.85

ti.com's own OEM marketing places it in 'Interface ICs', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aggregatorcanonicaloem

monolithicpower.comatPower Management

strength 0.85

monolithicpower.com's own OEM marketing places it in 'Power Management', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aggregatorcanonicaloem

ti.comatPower Management

strength 0.85

ti.com's own OEM marketing places it in 'Power Management', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aggregatorcanonicaloem

ti.comatWireless & RF

strength 0.85

ti.com's own OEM marketing places it in 'Wireless & RF', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

canonicaloem

ti.comatDiscrete Semiconductors

strength 0.85

ti.com's own OEM marketing places it in 'Discrete Semiconductors', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

canonicaloem

monolithicpower.comatIsolation

strength 0.85

monolithicpower.com's own OEM marketing places it in 'Isolation', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

canonicaloem

ti.comatIsolation

strength 0.85

ti.com's own OEM marketing places it in 'Isolation', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

canonicaloem

monolithicpower.comatBattery Management

strength 0.85

monolithicpower.com's own OEM marketing places it in 'Battery Management', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aicanonicaloem

monolithicpower.comatGate Drivers

strength 0.85

monolithicpower.com's own OEM marketing places it in 'Gate Drivers', but no distributor in our cohort carries it under that vocabulary. Direct-OEM-only sourcing path; pricing power on the OEM side.

aicanonicaloem

Showing top 10 of 25 firings

Detector: CR live detector. Cross-joins canonical vantage with distributor vantage in cr_per_kim_slug_rollup. Fires when canonical=true AND distributor=false.

TRAP #15

OEM-direct · channel-thin

● LIVE

AI + OEM present, distributor + aggregator absent. Direct OEM relationship required to source; standard channel route doesn't work.

Broker action

Direct OEM relationship required; distributor route is weak.

Example evidence

• Viking Technology at /power-supplies

• Wolfspeed at /dc-dc-converters

• Schaffner at /dc-dc-converters

Detector: CR live detector. Already firing in BrandActionPanel. Fires when ai=true AND canonical=true AND distributor=false AND aggregator=false.

TRAP #16

Buyer-search adjacent-market hijack

● LIVE5 hits W19

Buyer searches for the category, but the searches resolve to a different industry (cognitive memory → psychology; automotive electronics → consumer car audio).

Broker action

Buyer demand for this category is being absorbed by adjacent markets. Your buyers fall back to parent-category terms; you route them to child slugs where activity is real.

Top hits this week · sorted by strength

Embedded - CPLDs

strength 1.00

'Embedded - CPLDs' has 100% of its cohort alias-form vocabulary unmatched in Google KWP buyer-search expansion. Top buyer search 'cplds' (2,700/mo) reaches an adjacent consumer / SaaS / academic market, not B2B sourcing.

forms_unsearched_pct: 100total_buyer_searches: 2700top_buyer_keyword: cpldsobfuscation: 0.67median_bid_high_usd: 4.50

IoT Solutions

strength 0.90

'IoT Solutions' has 90% of its cohort alias-form vocabulary unmatched in Google KWP buyer-search expansion. Top buyer search 'iots' (82,560/mo) reaches an adjacent consumer / SaaS / academic market, not B2B sourcing.

forms_unsearched_pct: 90total_buyer_searches: 82560top_buyer_keyword: iotsobfuscation: 0.54median_bid_high_usd: 18.40

Memory

strength 0.90

'Memory' has 90% of its cohort alias-form vocabulary unmatched in Google KWP buyer-search expansion. Top buyer search 'psychology' (3,620,300/mo) reaches an adjacent consumer / SaaS / academic market, not B2B sourcing.

forms_unsearched_pct: 90total_buyer_searches: 3620300top_buyer_keyword: psychologyobfuscation: 0.63median_bid_high_usd: 4.50

Automotive Electronics

strength 0.80

'Automotive Electronics' has 80% of its cohort alias-form vocabulary unmatched in Google KWP buyer-search expansion. Top buyer search 'car audio store near me' (187,410/mo) reaches an adjacent consumer / SaaS / academic market, not B2B sourcing.

forms_unsearched_pct: 80total_buyer_searches: 187410top_buyer_keyword: car audio store near meobfuscation: 0.71median_bid_high_usd: 2.34

Cellular Modules

strength 0.80

'Cellular Modules' has 80% of its cohort alias-form vocabulary unmatched in Google KWP buyer-search expansion. Top buyer search 'cell phone module' (1,420/mo) reaches an adjacent consumer / SaaS / academic market, not B2B sourcing.

forms_unsearched_pct: 80total_buyer_searches: 1420top_buyer_keyword: cell phone moduleobfuscation: 0.42median_bid_high_usd: 6.88

Showing top 5 of 5 firings

Detector: Surfaces slugs where ≥80% of cohort alias-form vocabulary has zero buyer-search match. Shipped by Tapes 2026-05-11 02:45Z in tapes_brand_trap_evidence — 5 firings.

TRAP #17

Cohort brand · no AI mention

● LIVE809 hits W19

Brand is observed in the channel cohort (distributor / aggregator stocks SKUs) but NO LLM mentions the brand at this category. AI doesn't know they exist here.

Broker action

Hidden supplier — your buyer-discovery layer protects them from being invisible.

Top hits this week · sorted by strength

ti.comatIntegrated Circuits (ICs)

strength 1.00

ti.com appears in aggregator, canonical, distributor for 'Integrated Circuits (ICs)' but has zero AI-cohort observation. AI-mediated discovery will systematically miss this brand in this category.

aggregatorcanonicaldistributorn_claims: 8

renesas.comatIntegrated Circuits (ICs)

strength 1.00

renesas.com appears in aggregator, canonical, distributor for 'Integrated Circuits (ICs)' but has zero AI-cohort observation. AI-mediated discovery will systematically miss this brand in this category.

aggregatorcanonicaldistributorn_claims: 4

skyworksinc.comatIntegrated Circuits (ICs)

strength 1.00

skyworksinc.com appears in aggregator, canonical, distributor for 'Integrated Circuits (ICs)' but has zero AI-cohort observation. AI-mediated discovery will systematically miss this brand in this category.

aggregatorcanonicaldistributorn_claims: 4

vicor.comatIntegrated Circuits (ICs)

strength 1.00

vicor.com appears in aggregator, canonical, distributor for 'Integrated Circuits (ICs)' but has zero AI-cohort observation. AI-mediated discovery will systematically miss this brand in this category.