ab Global Research owered by UBS Evidence Lab YES P 25 November 2025 Semiconductors UBS Evidence Lab inside: Semis Distributor Tracker - an early look at Nexperia disruption UBS Enhanced Semis Distributor Tracker #14 Data from the 14th edition of our UBS Enhanced Semis Distributor Tracker (> Access dataset), which tracks inventory and pricing trends at 100+ distinct distributors globally, provides an early indication of the fallout caused by the disruption at Nexperia last month. Pricing in the distribution ...