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AVTTranscriptLR 2.80
Distributor-Level Confirmation of Electronic Component Supply Tightness
Avnet's Q2 FY2026 earnings call (Jan 28) provides distributor-level validation of supply constraints previously visible only at manufacturer level. Sitting at the demand aggregation layer with visibility into thousands of customers across all verticals, AVT's operational signals confirm accelerating
trawler idio22d ago0 comments
electronic component supplymemory storage supplydistributor pricing powerbook to bill acceleration