{
  "report_id": "theme_robotics_node_edge_compute_robot_semiconductors",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/robotics/nodes/edge-compute-and-robot-semiconductors/index.html",
  "title": "Edge Compute And Robot Semiconductors",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T13:45:00-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "daily_ohlc_rows_min": 1278,
    "daily_ohlc_rows_max": 1279,
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "local_discovery_reviewed_as_of": "2026-06-13",
    "web_earnings_dates_checked_as_of": "2026-06-13",
    "lineage_source_freshness_caveat": "Representative per-ticker lineage output can show older provider source_freshness, while the local daily_ohlc table contains rows through 2026-06-12 after grouped market updates.",
    "limitations": [
      "Price and volume setup does not prove robot-demand causality.",
      "Static May 29 setup thresholds from the prior page are stale versus API chart data through 2026-06-12 and must be refreshed before use as current trading evidence.",
      "ADI and ON are still security-lane gaps. QCOM, NXPI, and STM have local security lanes, but their robot-specific revenue attribution remains incomplete.",
      "No company-confirmed next earnings dates were captured in the bounded 2026-06-13 web checks; basket cards use Not confirmed.",
      "STM latest-quarter revenue is rounded because the SEC-filed 6-K HTML was fixed-position and did not yield a clean exact table extraction during this pass."
    ]
  },
  "revision": {
    "version": 2,
    "updated_label": "Reformatted node to current visual setup, basket cards, evidence board, and API chart routing",
    "metadata_path": "themes/robotics/nodes/edge-compute-and-robot-semiconductors/report.json"
  },
  "node": {
    "slug": "edge-compute-and-robot-semiconductors",
    "order": 7,
    "level": "L2 semiconductor content node",
    "role": "Tests whether robot, industrial, auto, warehouse, medical, and defense endpoints convert local compute, analog, power, connectivity, sensing, and control silicon into shipments, margin, inventory conversion, and source-backed disclosure.",
    "description": "Edge Compute And Robot Semiconductors covers the parent robotics semiconductor basket and separates endpoint robotics proof from data-center AI, smartphone, auto, and broad semiconductor-cycle attribution."
  },
  "ticker_baskets": {
    "core": [
      "TXN",
      "NVDA",
      "MPWR"
    ],
    "option": [
      "QCOM",
      "NXPI",
      "ADI",
      "ON",
      "STM"
    ],
    "watch": [
      "AMD",
      "AVGO"
    ],
    "source_backed": [
      "AMD",
      "AVGO",
      "MPWR",
      "NXPI",
      "NVDA",
      "QCOM",
      "STM",
      "TXN"
    ],
    "source_gap": [
      "ADI",
      "ON"
    ],
    "robotics_attribution_gap": [
      "QCOM",
      "NXPI",
      "STM"
    ],
    "charted": [
      "TXN",
      "NVDA",
      "MPWR",
      "QCOM",
      "NXPI",
      "ADI",
      "ON",
      "STM",
      "AMD",
      "AVGO"
    ],
    "parent_basket": [
      "ADI",
      "AMD",
      "AVGO",
      "MPWR",
      "NVDA",
      "NXPI",
      "ON",
      "QCOM",
      "STM",
      "TXN"
    ]
  },
  "ranked_basket": [
    {
      "rank": 1,
      "ticker": "TXN",
      "classification": "core",
      "reason": "Broad analog and embedded control are direct sensing, motion, power, and factory endpoint routes."
    },
    {
      "rank": 2,
      "ticker": "NVDA",
      "classification": "core",
      "reason": "Accelerated compute, simulation, autonomy software, and local inference modules support robot platforms, but data-center AI dominates current evidence."
    },
    {
      "rank": 3,
      "ticker": "MPWR",
      "classification": "core",
      "reason": "Power density and conversion are hard constraints for compute-heavy robot and edge boards."
    },
    {
      "rank": 4,
      "ticker": "QCOM",
      "classification": "robotics_attribution_gap",
      "reason": "Endpoint AI, connectivity, wireless, and embedded compute can sit in mobile robots, vehicles, gateways, and industrial devices; the local lane exists, but robot-specific revenue is not separated."
    },
    {
      "rank": 5,
      "ticker": "NXPI",
      "classification": "robotics_attribution_gap",
      "reason": "Industrial and automotive processors, safety controllers, and connectivity chips can control robot and vehicle endpoints; the local lane exists, but robot-specific revenue is not separated."
    },
    {
      "rank": 6,
      "ticker": "ADI",
      "classification": "source_gap_watch",
      "reason": "Signal-chain, sensing, power, and industrial analog devices measure and control the physical world."
    },
    {
      "rank": 7,
      "ticker": "ON",
      "classification": "source_gap_watch",
      "reason": "Power switching, sensing, image sensing, and auto-industrial chips can convert robot electrification into semiconductor content."
    },
    {
      "rank": 8,
      "ticker": "STM",
      "classification": "robotics_attribution_gap",
      "reason": "MCUs, motion-control chips, power devices, and sensors are core building blocks for embedded robot control loops; the local lane exists, but robot-specific revenue is not separated."
    },
    {
      "rank": 9,
      "ticker": "AMD",
      "classification": "adjacent_source_backed",
      "reason": "AMD is an adjacent edge and inference-compute supplier, but current evidence is much stronger for data-center AI than robot endpoints."
    },
    {
      "rank": 10,
      "ticker": "AVGO",
      "classification": "adjacent_source_backed",
      "reason": "AVGO is a custom silicon, networking, and connectivity adjacency, but robot endpoint attribution is the weakest in the basket."
    }
  ],
  "latest_quarter_revenue": [
    {
      "ticker": "TXN",
      "period": "Q1 2026",
      "revenue": "$4.825B",
      "source": "TXN knowledge lane and company quarterly materials"
    },
    {
      "ticker": "NVDA",
      "period": "Q1 FY2027",
      "revenue": "$81.615B",
      "source": "NVDA knowledge lane and company quarterly materials"
    },
    {
      "ticker": "MPWR",
      "period": "Q1 2026",
      "revenue": "$804.185M",
      "source": "MPWR knowledge lane and company quarterly materials"
    },
    {
      "ticker": "QCOM",
      "period": "Fiscal Q2 2026 ended 2026-03-29",
      "revenue": "$10.599B",
      "source": "Qualcomm SEC-filed 2026-04-29 8-K earnings release"
    },
    {
      "ticker": "NXPI",
      "period": "Q1 2026 ended 2026-03-29",
      "revenue": "$3.181B",
      "source": "NXP SEC-filed 2026-04-28 8-K earnings release"
    },
    {
      "ticker": "ADI",
      "period": "Fiscal Q1 2026 ended 2026-01-31",
      "revenue": "$3.160B",
      "source": "Analog Devices SEC-filed 2026-02-18 8-K earnings release"
    },
    {
      "ticker": "ON",
      "period": "Q1 2026 ended 2026-04-03",
      "revenue": "$1.513B",
      "source": "ON Semiconductor 2026-05-04 10-Q"
    },
    {
      "ticker": "STM",
      "period": "Q1 2026",
      "revenue": "about $3.1B",
      "source": "STMicroelectronics 2026-04-23 6-K and same-day earnings report summary"
    },
    {
      "ticker": "AMD",
      "period": "Q1 2026",
      "revenue": "$10.253B",
      "source": "AMD knowledge lane and company quarterly materials"
    },
    {
      "ticker": "AVGO",
      "period": "Q1 FY2026",
      "revenue": "$19.311B",
      "source": "AVGO knowledge lane and company quarterly materials"
    }
  ],
  "earnings_date_checks": {
    "accessed": "2026-06-13",
    "result": "No company-confirmed next earnings dates were captured in bounded company IR and Nasdaq-style calendar checks.",
    "card_value": "Not confirmed",
    "tickers": [
      "TXN",
      "NVDA",
      "MPWR",
      "QCOM",
      "NXPI",
      "ADI",
      "ON",
      "STM",
      "AMD",
      "AVGO"
    ]
  },
  "chart_artifacts": [
    {
      "ticker": "TXN",
      "api_route": "/api/securities/TXN/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "NVDA",
      "api_route": "/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "MPWR",
      "api_route": "/api/securities/MPWR/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "QCOM",
      "api_route": "/api/securities/QCOM/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "NXPI",
      "api_route": "/api/securities/NXPI/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "ADI",
      "api_route": "/api/securities/ADI/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "ON",
      "api_route": "/api/securities/ON/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "STM",
      "api_route": "/api/securities/STM/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "AMD",
      "api_route": "/api/securities/AMD/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    },
    {
      "ticker": "AVGO",
      "api_route": "/api/securities/AVGO/chart?frequency=weekly&window=3y&as_of=latest",
      "source_table": "daily_ohlc",
      "price_data_as_of": "2026-06-12",
      "rendering": "selected_security_right_rail"
    }
  ],
  "chart_assumptions": {
    "frequency": "weekly",
    "visible_horizon": "3y",
    "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"
    ],
    "stale_data_caveat": "Static May 29 setup levels are stale versus API chart data through 2026-06-12."
  },
  "links_out": [
    "theme_robotics",
    "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_amd",
    "security_avgo",
    "security_mpwr",
    "security_nxpi",
    "security_nvda",
    "security_qcom",
    "security_stm",
    "security_txn"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/lanes/sector/information-technology.md",
    "../../../../../knowledge/wiki/lanes/security/amd.md",
    "../../../../../knowledge/wiki/lanes/security/avgo.md",
    "../../../../../knowledge/wiki/lanes/security/mpwr.md",
    "../../../../../knowledge/wiki/lanes/security/nxpi.md",
    "../../../../../knowledge/wiki/lanes/security/nvda.md",
    "../../../../../knowledge/wiki/lanes/security/qcom.md",
    "../../../../../knowledge/wiki/lanes/security/stm.md",
    "../../../../../knowledge/wiki/lanes/security/txn.md",
    "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.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": [
    {
      "ticker": "QCOM",
      "label": "Qualcomm fiscal Q2 2026 earnings release filed on Form 8-K",
      "url": "https://www.sec.gov/Archives/edgar/data/804328/000080432826000060/0000804328-26-000060-index.htm",
      "accessed": "2026-06-13"
    },
    {
      "ticker": "NXPI",
      "label": "NXP Q1 2026 earnings release filed on Form 8-K",
      "url": "https://www.sec.gov/Archives/edgar/data/1413447/000141344726000032/0001413447-26-000032-index.htm",
      "accessed": "2026-06-13"
    },
    {
      "ticker": "ADI",
      "label": "Analog Devices fiscal Q1 2026 earnings release filed on Form 8-K",
      "url": "https://www.sec.gov/Archives/edgar/data/6281/000000628126000015/0000006281-26-000015-index.htm",
      "accessed": "2026-06-13"
    },
    {
      "ticker": "ON",
      "label": "ON Semiconductor Q1 2026 Form 10-Q",
      "url": "https://www.sec.gov/Archives/edgar/data/1097864/000109786426000014/0001097864-26-000014-index.htm",
      "accessed": "2026-06-13"
    },
    {
      "ticker": "STM",
      "label": "STMicroelectronics Q1 2026 Form 6-K",
      "url": "https://www.sec.gov/Archives/edgar/data/932787/000093278726000022/0000932787-26-000022-index.htm",
      "accessed": "2026-06-13"
    }
  ],
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Full parent semiconductor basket daily_ohlc coverage and latest dates",
      "query_ref": "discovery:duckdb:daily_ohlc:ADI|AMD|AVGO|MPWR|NVDA|NXPI|ON|QCOM|STM|TXN:2026-06-12"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Market-cap lookup for all ranked basket tickers",
      "query_ref": "discovery:duckdb:instruments.market_cap:ADI|AMD|AVGO|MPWR|NVDA|NXPI|ON|QCOM|STM|TXN:2026-06-13"
    },
    {
      "kind": "status",
      "label": "NVDA local coverage representative check",
      "query_ref": "discovery:status:NVDA"
    },
    {
      "kind": "lineage-status",
      "label": "NVDA daily_ohlc lineage representative check",
      "query_ref": "discovery:lineage-status:daily_ohlc:NVDA"
    }
  ],
  "shared_file_updates_deferred": []
}