Insight: Automotive Semiconductor Inventory Ratios Eased in Q4 2025, but Conditions Diverged by Device Family

Q4 2025 auto semiconductor inventories eased to 0.85 as memory tightened, logic fell below 1.0, while mature‑node categories remained elevated.

TechInsights analyzed inventory at 11 automotive semiconductor suppliers and modeled inventory by eight types of automotive semiconductor devices. Suppliers include Analog Devices, Infineon, Microchip, Micron, NXP, onsemi, Qualcomm, Renesas, Rohm, STMicroelectronics, and Texas Instruments. Q4 2025 data show that the overall automotive semiconductor inventory-to-billings ratio edged down to 0.85 as sales outpaced a modest increase in inventory. Memory tightened sharply, logic moved below 1.0, while mature-node categories such as discrete, opto, power, and sensors still carried elevated buffers. 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.