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Morgan Stanley Reports North America Semiconductor Inventory Rose Only 9 Days in Q1, Below 19-Day Seasonal Average

2026-07-02 09:16:48

According to Morgan Stanley's semiconductor inventory tracking report released on July 1, North America's supply chain inventory in the first quarter increased by only 9 days sequentially, falling significantly short of the 19-day seasonal growth. This suggests supply remains constrained while a restocking cycle has yet to commence.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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