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Technology Stocks : OLED Universal Display Corp
OLED 144.53-1.0%Dec 3 4:00 PM EST

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To: OLEDCLIMBER who wrote (26151)7/7/2021 11:53:33 AM
From: A.J. Mullen1 Recommendation

Recommended By
OLEDCLIMBER

   of 26728
 
Thanks for posting that. The article states companies are stockpiling. The pandemic struck a blow against just-in-time manufacturing as managers discovered resiliency had value that wasn't always evident in quarterly margins.

The concern that fabs will switch production from mid-value display chips to producing the highest value most complex chips in pursuit of higher margins is simplistic. The fab would have to be gutted and rebuilt costing time and massive investment. My guess is any shortage of display chips reflects increased demand rather than redirection of production. But a shortage is a shortage. How easy is it to increase production, particularly when there's a shortage of chips that give higher margins?
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