Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (86637)	3/16/2021 1:22:37 PM
From: Elroy	Respond to of 95531

I understand the concept. But if some components cannot be procured AT ALL, and they are causing the semiconductor production delays that is all the news in the industry, four weeks of DRAM inventory is more than enough. DRAM is not the bottleneck (there are four weeks of DRAM, while some other necessary component is at zero weeks and not expected to be replenished for two weeks). Why increase the weeks of DRAM inventory unless the other bottlenecks are loosening, that’s my point. I doubt any company would try to increase their DRAM inventory to ten weeks - at elevated prices - unless the other bottlenecks are expected to be simultaneously alleviated. If the other bottlenecks are expected to persist, all you would be doing is adding up useable and depreciating inventory to your balance sheet.