{ "report_id": "theme_physical_ai_node_edge_ai_silicon_endpoint_compute", "report_type": "theme_value_chain_node", "site_path": "themes/physical-ai-defense-autonomy/nodes/edge-ai-silicon-and-endpoint-compute/index.html", "title": "Edge AI Silicon And Endpoint Compute", "as_of": "2026-06-13", "generated_at": "2026-06-13T13:14:14-07:00", "freshness": { "price_data_as_of": "2026-06-12", "daily_ohlc_latest": "2026-06-12", "chart_interval": "weekly", "knowledge_reviewed_as_of": "2026-06-13", "local_discovery_reviewed_as_of": "2026-06-13", "external_sources_reviewed_as_of": "2026-06-13", "earnings_dates_checked_as_of": "2026-06-13", "subagent_tournament_reviewed_as_of": "2026-06-07", "limitations": [ "Static setup thresholds from the prior page used 2026-06-05 data and are stale because local daily_ohlc coverage now runs through 2026-06-12.", "AMBQ has 220 daily bars in local discovery, so a 100-week EMA and full three-year trading history remain unavailable.", "BZAI has 355 daily bars in local discovery, so a full three-year trading history remains unavailable.", "Nasdaq earnings pages and company IR/event routes checked on 2026-06-13 did not provide confirmed next earnings dates for the basket, so cards use Not confirmed.", "Broad semiconductor names can move on handset, auto, industrial, data-center, rate, or inventory factors that are not endpoint-compute proof.", "Product-line margins and customer-level production economics remain incomplete for several edge-AI claims." ] }, "revision": { "version": 3, "updated_label": "Reformatted node to visual setup, ranked basket cards, evidence board, and API-routed chart trail", "metadata_path": "themes/physical-ai-defense-autonomy/nodes/edge-ai-silicon-and-endpoint-compute/report.json", "curation_source": "manual from parent physical-AI theme, local security lanes, official release checks, bounded earnings-date searches, prior 10-primary plus one-merge subagent ranking, and read-only discovery daily_ohlc/instruments" }, "node": { "slug": "edge-ai-silicon-and-endpoint-compute", "order": 6, "level": "L2 endpoint compute node", "role": "Tracks whether edge AI silicon, endpoint compute, automotive ADAS processors, low-power FPGAs, and embedded-control chips convert device and autonomy demand into reported revenue, margin durability, customer breadth, and cash conversion.", "description": "Edge AI Silicon And Endpoint Compute ranks AMBA, NXPI, QCOM, LSCC, MBLY, AMBQ, SYNA, INDI, STM, MCHP, TXN, and BZAI inside the Physical AI And Defense Autonomy theme. The owner-return mechanism is design-win and production-ramp conversion into revenue, gross margin, inventory discipline, and cash generation, with broad analog or embedded comparables marked separately from primary edge-AI silicon routes." }, "ticker_baskets": { "core": [ "AMBA", "NXPI", "QCOM", "LSCC" ], "option": [ "MBLY", "AMBQ", "SYNA", "INDI" ], "watch": [ "STM", "MCHP", "TXN", "BZAI" ] }, "demand_origin_refs": [ "AMBA", "NXPI", "QCOM", "LSCC", "MBLY", "AMBQ", "SYNA", "INDI", "STM", "MCHP", "TXN", "BZAI" ], "chart_artifacts": [ { "chart_id": "chart-amba", "ticker": "AMBA", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-nxpi", "ticker": "NXPI", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-qcom", "ticker": "QCOM", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, 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"/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-mbly", "ticker": "MBLY", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 189, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-ambq", "ticker": "AMBQ", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week exponential moving average computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2025-08-01", "visible_end_date": "2026-06-12", "weekly_bar_count": 46, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true, "limitations": [ "AMBQ has 46 weekly bars in local discovery through 2026-06-12, so a 100-week EMA and full three-year trading history are unavailable." ] }, { "chart_id": "chart-syna", "ticker": "SYNA", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-indi", "ticker": "INDI", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 261, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-stm", "ticker": "STM", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-mchp", "ticker": "MCHP", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-txn", "ticker": "TXN", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-12", "weekly_bar_count": 265, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true }, { "chart_id": "chart-bzai", "ticker": "BZAI", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week exponential moving average computed from all available weekly close history; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2025-01-17", "visible_end_date": "2026-06-12", "weekly_bar_count": 74, "rendering": "report_api_right_rail", "api_route_template": "/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest", "fallback_table": false, "stale_static_setup_thresholds": true, "limitations": [ "BZAI has 74 weekly bars in local discovery through 2026-06-12, so a 100-week EMA and full three-year trading history are unavailable." ] } ], "links_out": [ "theme_physical_ai_defense_autonomy", "sector_information_technology", "theme_ai_capex_cycle", "theme_memory_and_component_scarcity", "theme_trade_tariff_sourcing_geography", "risk_market_fragility_amplification", "security_amba", "security_nxpi", "security_qcom", "security_lscc", "security_mbly", "security_ambq", "security_syna", "security_indi", "security_stm", "security_mchp", "security_txn", "security_bzai" ], "knowledge_sources": [ "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md", "../../../../../knowledge/wiki/lanes/security/amba.md", "../../../../../knowledge/wiki/lanes/security/nxpi.md", "../../../../../knowledge/wiki/lanes/security/qcom.md", "../../../../../knowledge/wiki/lanes/security/lscc.md", "../../../../../knowledge/wiki/lanes/security/mbly.md", "../../../../../knowledge/wiki/lanes/security/ambq.md", "../../../../../knowledge/wiki/lanes/security/syna.md", "../../../../../knowledge/wiki/lanes/security/indi.md", "../../../../../knowledge/wiki/lanes/security/stm.md", "../../../../../knowledge/wiki/lanes/security/mchp.md", "../../../../../knowledge/wiki/lanes/security/txn.md", "../../../../../knowledge/wiki/lanes/security/bzai.md", "../../../../../knowledge/wiki/lanes/sector/information-technology.md", "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md", "../../../../../knowledge/wiki/concepts/themes/memory-and-component-scarcity.md", "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md", "../../../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md" ], "external_sources": [ { "kind": "official_company_release", "label": "Ambarella Announces First Quarter Fiscal Year 2027 Financial Results", "published_date": "2026-05-28", "url": "https://investor.ambarella.com/news-releases/news-release-details/ambarella-inc-announces-first-quarter-fiscal-year-2027-financial", "use": "Official support for AMBA Q1 FY2027 revenue, Q2 guide, margin, and edge-AI product-cycle evidence." }, { "kind": "official_company_release", "label": "NXP Semiconductors Reports First Quarter 2026 Results", "published_date": "2026-04-28", "url": "https://media.nxp.com/news-releases/news-release-details/nxp-semiconductors-reports-first-quarter-2026-results", "use": "Official support for NXPI Q1 revenue, end-market mix, Q2 guide, and margin/cash-flow evidence tests." }, { "kind": "official_company_release", "label": "Qualcomm Announces Second Quarter Fiscal 2026 Results", "published_date": "2026-04-29", "url": "https://www.qualcomm.com/news/releases/2026/04/qualcomm-announces-second-quarter-fiscal-2026-results", "use": "Official support for QCOM Q2 revenue, QCT automotive and IoT growth, handset pressure, and endpoint-platform evidence." }, { "kind": "official_company_release", "label": "Lattice Semiconductor Reports 42% YoY First Quarter 2026 Revenue Growth", "published_date": "2026-05-04", "url": "https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-42-yoy-first-quarter-2026-revenue/", "use": "Official support for LSCC Q1 revenue, gross margin, Compute and Communications growth, Q2 guide, and AMI context." }, { "kind": "official_company_release", "label": "Mobileye Releases First Quarter 2026 Results", "published_date": "2026-04-23", "url": "https://ir.mobileye.com/news-releases/news-release-details/mobileye-releases-first-quarter-2026-results-updates-full-year/", "use": "Official support for MBLY Q1 revenue, FY2026 guide, EyeQ and advanced ADAS/autonomy proof points." }, { "kind": "official_company_release", "label": "Ambiq Reports First Quarter 2026 Financial Results", "published_date": "2026-05-12", "url": "https://ir.ambiq.com/news/news-details/2026/Ambiq-Reports-First-Quarter-2026-Financial-Results/default.aspx", "use": "Official support for AMBQ Q1 revenue, Q2 guide, non-GAAP gross margin, and endpoint-AI product evidence." }, { "kind": "official_company_release", "label": "Synaptics Reports Third Quarter Fiscal 2026 Results", "published_date": "2026-05-07", "url": "https://investor.synaptics.com/news-releases/news-release-details/synaptics-reports-third-quarter-fiscal-2026-results", "use": "Official support for SYNA Q3 revenue, Core IoT growth, Edge AI and Physical AI design-win language." }, { "kind": "official_company_release", "label": "indie Reports First Quarter 2026 Results", "published_date": "2026-05-07", "url": "https://investors.indie.inc/news/news-details/2026/indie-Reports-First-Quarter-2026-Results/default.aspx", "use": "Official support for INDI Q1 revenue, Q2 guide, radar production order, and Wuxi/core split." }, { "kind": "official_company_release", "label": "STMicroelectronics Reports Q1 2026 Financial Results", "published_date": "2026-04-23", "url": "https://newsroom.st.com/media-center/press-item.html/c3392.html", "use": "Official support for STM Q1 revenue, Q2 guide, gross margin, and segment repair watch items." }, { "kind": "official_company_release", "label": "Microchip Technology Announces Fourth Quarter and Fiscal Year 2026 Results", "published_date": "2026-05-07", "url": "https://ir.microchip.com/sec-filings/all-sec-filings/content/0000827054-26-000012/exhibit991q4fy26.htm", "use": "Official support for MCHP FY2026 revenue, June-quarter guide, embedded recovery, and AI/data-center connectivity caveats." }, { "kind": "official_company_release", "label": "TI Reports First Quarter 2026 Financial Results and Shareholder Returns", "published_date": "2026-04-22", "url": "https://investor.ti.com/news-releases/news-release-details/ti-reports-first-quarter-2026-financial-results-and-shareholder", "use": "Official support for TXN Q1 revenue, Analog and Embedded Processing mix, Q2 guide, and FCF/capex watch items." }, { "kind": "official_company_release", "label": "Blaize Announces First Quarter 2026 Financial Results", "published_date": "2026-05-14", "url": "https://ir.blaize.com/news-releases/news-release-details/blaize-announces-first-quarter-2026-financial-results/", "use": "Official support for BZAI Q1 revenue, FY2026 guide, named customer/partner hooks, and conversion caveats." } ], "earnings_date_sources": [ { "kind": "earnings_calendar_check", "label": "Nasdaq earnings pages and company IR/event route checks for AMBA, NXPI, QCOM, LSCC, MBLY, AMBQ, SYNA, INDI, STM, MCHP, TXN, and BZAI", "accessed_date": "2026-06-13", "status": "no confirmed next earnings dates found", "use": "Basket metric cards label Next earnings as Not confirmed rather than using unsourced estimates." } ], "discovery_sources": [ { "kind": "status", "label": "AMBA local discovery coverage", "query_ref": "discovery:status:AMBA" }, { "kind": "lineage-status", "label": "AMBA daily_ohlc lineage status", "query_ref": "discovery:lineage-status:daily_ohlc:AMBA" }, { "kind": "lineage-status", "label": "AMBQ daily_ohlc lineage status", "query_ref": "discovery:lineage-status:daily_ohlc:AMBQ" }, { "kind": "duckdb_readonly_query", "label": "Edge AI Silicon And Endpoint Compute weekly OHLC and EMA chart inputs for 12 ranked tickers", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:edge-ai-silicon-and-endpoint-compute:2026-06-12" }, { "kind": "duckdb_readonly_query", "label": "Edge AI Silicon And Endpoint Compute instrument market-cap values for 12 ranked tickers", "query_ref": "discovery:duckdb:instruments.market_cap:edge-ai-silicon-and-endpoint-compute:2026-06-13" } ] }