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![SemiAnalysis_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1745106082790318080.png) SemiAnalysis [@SemiAnalysis_](/creator/twitter/SemiAnalysis_) on x 26.7K followers
Created: 2024-09-30 21:47:09 UTC

First - inventory levels for raw wafer companies are currently low, but even then, there’s ~3 months of DIO at Globalwafers and Siltronic and X months of DIO at SUMCO. Existing inventory is a buffer.
Can mining activities restart within X months?
Probably. 
2/8

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XXXXXX engagements

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**Related Topics**
[mining](/topic/mining)
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[dio](/topic/dio)

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