Semiconductor Inventory Tracker

Semiconductor supply chain inventory rose in Q1 but grew less than seasonal norms. The industry remains 33 days above historical median levels, with no significant restocking cycle yet in sight.

Key Takeaways

• 1.Total supply chain inventory increased in 1Q, but below seasonal expectations, with 33 days still above the historical median.
• 2.No broad restocking cycle has emerged; supply chain inventory remains elevated.

Table of Contents

• Key Takeaways
• Supply Chain Inventory Overview
• Semi Inventory Analysis: DOI ~flat at Customers, lower at Producers and Distributors
• Disclosure Section
• Analyst Certification
• Global Research Conflict Management Policy
• Important Regulatory Disclosures on Subject Companies
• STOCK RATINGS
• Global Stock Ratings Distribution
• Analyst Stock Ratings
• Analyst Industry Views
• Important Disclosures for Morgan Stanley Smith Barney LLC Customers
• Other Important Disclosures
• INDUSTRY COVERAGE: Semiconductors
• INDUSTRY COVERAGE: Semiconductor Capital Equipment

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