Technology - Global Semiconductors July 13, 2026 04:00 AM GMT The Analog Playbook: 2Q26 800v dynamics in play We launch our quarterly analog playbook identifying market focus into the print. This quarter we expect investor focus on (i) whether improving orders are a reflection of inventory restocking or genuine end-market acceleration, and (ii) power semi deployment in the data center. We expect the Q2 quarterly prints to build on the improving demand trends that emerged last quarter. Channel inventories co ...