> “There is a massive, unknown, and unknowable shadow inventory of parts sitting on shelves at EMS facilities right now, far in excess of near-term production d

> “There is a massive, unknown, and unknowable shadow inventory of parts sitting on shelves at EMS facilities right now, far in excess of near-term production demands...” And I’m guessing nobody wants to re-sell (at somewhat regular prices) or there is no mechanism to return excess stock of goods to a distributor that can then mark the price up a little to make it worth their time? I don’t know how this works, so please excuse the kinds of questions I’m asking.