瑞银：模拟芯片更新_近期需求强劲，但提前采购现象明显

ab Global Research owered by UBS Evidence Lab YES P 6 July 2025 US Semiconductors Analog Update: Strong Near-Term Demand, But Pull-ins Evident Summarizing recent inventory and purchasing survey Herein, we update our three most fundamental pieces of research on the analog sector - these include: 1) our B2B semiconductor purchasing survey; 2) our enhanced UBS Evidence Lab distributor inventory monitor; and 3) a deeper dive into analog company balance sheets compared to trends in prior cycles. In aggregate, we ...