“So, in the longer term, you should expect us from days of inventory be more around 100 to 120 days versus traditionally like 80 days or 75 days.”

In context

“lease proceed with your question. Timothy Arcuri: Thanks a lot. Jean, my first question is on inventory. You said it's going to come down a bit as you ramp into the Q4, obviously, you have a big Q4. Can you sort of shape that out for us? Before this, normalized inventory days were kind of 90 to 100 days. Where do you think you're going to exit Q4 in terms of inventory days? Jean Hu: Yes, Tim, thanks for the question. I think as we ramp those product lines in Q3 and Q4, you will see inventory come down first in Q3 and Q4 again. I think the inventory days of inventory probably will be around 110 to 120 days. The key thing is, right, is if you look at a lot of our product, they are like advanced process technology, five nanometer, four nanometer, six. The manufacturing cycle tend to be long. So, in the longer term, you should expect us from days of inventory be more around 100 to 120 days versus traditionally like 80 days or 75 days. That will be too short for really most advanced process technologies. Timothy Arcuri: Thanks a lot. And then, my follow-up is for you, Lisa. I mean if you kind of add up the units, the customer interest, you can easily get to several hundred thousand units, it seems to me, for the MI300X next year. So, the question really is on the supply chain, and particularly Cohost, do you think that's going to be a bottleneck for you? I know that they've been expanding capacity. I know you've been trying to procure more there. Can you sort of talk about that and sort of do you think that supply could become a limiting factor you next year? Thanks. Lisa Su: Yes, absolutely. So, I'm not going to comment on the exact units, but what I will say is that we've been focused on the supply chain for MI300 for”