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Analysts Disagree on Inventories

机译:分析师不同意存货

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摘要

Los angeles - Industry analysts are providing disparate views on the current state of chip inventory. According to Deutsche Bank (db.com) analyst Sher-ri Scribner, the supply chain continued to normalize. Throughout the December quarter, lead times eased and component availability improved, especially beneficial for electronics manufacturing services providers, she says. On average, inventory grew 3% sequentially, versus 10% between the lecond and third quarter. On the flip side, Daniel Yodaiken, managing direc-tor of distributor Cyclops Electronics (cyclops-electron-ics.com), says many vendors are raising prices, suggest-ing tight inventories.
机译:洛杉矶-行业分析师对芯片库存的当前状态提供了不同的看法。根据德意志银行(db.com)分析师Sher-ri Scribner的说法,供应链继续正常化。她说,在整个12月的季度中,交货时间缩短了,部件的可用性得到了改善,特别有利于电子制造服务提供商。平均而言,库存环比增长3%,而第二季度和第三季度之间为10%。另一方面,分销商Cyclops Electronics(cyclops-electron-ics.com)的董事总经理Daniel Yodaiken说,许多供应商正在提高价格,暗示库存紧张。

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