First Half 2025 Automotive Semiconductor Inventory Slightly Lower than 2024 Peak

TechInsights analyzes automotive semiconductor inventory trends, highlighting shifts in supply and demand among key suppliers and device types.

TechInsights analyzed inventory at 11 automotive semiconductor suppliers and modeled inventory by eight automotive semiconductor device types. Suppliers include NXP, Infineon, onsemi, Rohm, Renesas, STMicroelectronics, Texas Instruments, Analog Devices, Microchip, Micron, and Qualcomm. While the data reveals a notable shift from historic lows to multi-year highs, recent quarters suggest the market may be entering a new phase of stabilization. The report provides a quantitative view of these shifts, highlighting how inventory-to-billings ratios evolved and what this means for the balance between supply and demand across the automotive semiconductor landscape.