半导体分销商追踪数据释放积极信号Semiconductors_ UBS Evidence Lab inside_ Semis Distributor Tracker - showing all the right signals

ab Global Research owered by UBS Evidence Lab YES P 23 March 2026 Semiconductors UBS Evidence Lab inside: Semis Distributor Tracker - showing all the right signals UBS Enhanced Semis Distributor Tracker #18 We present data from the 18th edition of the UBS Evidence Lab Enhanced Semis Distributor Tracker (> Access dataset), which tracks inventory and pricing trends at 100+ distinct distributors globally. Inventory has started to build again in the channel, up 3% m-o-m vs. up 1% last month , driven by MCUs and ...