BAPT: Sept 2026 - Pricing slows but remains robust

September remained constructive. Price increases continued across most categories, although the pace moderated from August. Inventory trends became more mixed, while lead-time trends generally moved higher. We have expanded BAPT to include lead time tracking, providing an additional indicator of product availability alongside pricing and distributor inventory. Twelve of the fifteen core categories recorded sequential price increases, although product-level breadth weakened from August. Power led, with IGBTs and SiC posting the strongest gains, while MCU pricing increased modestly and Analog softened. Inventory increased across all three main groups, led by a rebound in Auto and Industrial MCUs;