Jul 21
Morgan Stanley sees MCU recovery continuing as restocking momentum moderates
July 21, 2026 / SemiMedia / — The recovery in microcontroller and analog semiconductor demand is continuing into the third quarter of 2026, although channel momentum has moderated from the sharp acceleration recorded earlier in the year, according to Morgan Stanley’s latest AlphaWise distributor survey. None of the distributors surveyed expected unit shipments of analog chips or microcontrollers…