汽车半导体-2026 年看似一帆风顺，但前路是否隐现阴霾？_ Automotive semis_ Smooth sailing into 2026 but are clouds on the horizon_

ab 19 March 2026 Global Research UBS Global I/O Semiconductors Automotive semis: Smooth sailing into 2026 but are clouds on the horizon? Broadly positive momentum, but recent China data creates risks Following Q4, we review the latest leading indicators and update our outlook for the automotive semiconductor market for 2026E and 2027E. Recent data suggest the cycle continues to gain momentum, with improving trends across both automotive and industrial end markets, as well as positive pricing news. That said ...