SI
SI
discoversearch

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 : OLED Universal Display Corp
OLED 181.63+0.5%Oct 21 3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: jexzz7/14/2021 1:39:03 PM
4 Recommendations

Recommended By
I'manoledguy
mirage2017
oled2b
OLEDCLIMBER

   of 26574
 
This was from Goldman recently on chip shortage:

Supply chain issues are indirect and having limited impact for now. OLED does not appear to be seeing any impact on its business and no real direct impact in terms of constraints, and the company does not believe that customers are buying safety stock or building inventory. In terms of its own supply chain, the company did note that it is still watching the pricing trends for one of its raw materials - iridium - which OLED noted has seen a meaningful price increase over the past few years (e.g. $400 per troy ounce to over $6,000 at peak, though down since then). That said, the company has been building inventory steadily on iridium and said that it has enough stock for several years worth of needed supply, and thus does not see any constraints in the near-to-medium term.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext