December 5, 2025 05:33 AM GMT Semiconductors | North America Semiconductor Inventory Tracker: Starting to Budge Overall supply chain inventory improved in 3Q, declining more than typical seasonality. While the move toward historical trend is encouraging, inventory remains elevated amid ongoing geopolitical uncertainty, and we continue to expect a gradual return to normal levels. Key Takeaways Across the supply chain, overall inventory levels remain above historical trend, but declined in 3Q as customer and ...