Insight: Automotive Semiconductor Inventory Continued to Normalize in Q3 2025

TechInsights reveals inventory trends for 11 automotive semiconductor suppliers, analyzing shifts, ratios, and supply-demand dynamics.

TechInsights analyzed inventory at 11 automotive semiconductor suppliers and modeled inventory by eight types of automotive semiconductor devices. 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 show inventory is falling for most device types. 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.