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Ralph F's
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193 comments
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Semis With Highest, Lowest Production To Sales Ratio [View article]
Two questions.
You wrote: "For semiconductor manufacturers, production is represented by the semiconductors sold [COGS] and any change in inventory." Don't you mean revenue or sales, not production? Production is only goods manufactured, not net inventory sold.
Second, the main reason why a semiconductor company would produce less than its sell-through rate is if it is trying to reduce inventories. Yes, that probably points to rising gross margins in future, but doesn't it also imply that the company has a significant problem with inventories, and might have to write-down the value of those inventories if it can't sell them off?