September 9, 2025 04:16 AM GMT Semiconductors | North America Semiconductor Inventory Tracker: Elevated Levels Coming Down Despite elevated levels overall, inventory management for customers and distributors appears to be shifting to a leaner strategy in response to tariff concerns, while producers are holding more inventory in anticipation of an acceleration in the cyclical recovery. Key Takeaways Inventory levels remain elevated relative to history across the supply chain, but ticked down in 2q as custome ...