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Re:The global chip shortage is starting to have consequences by p_l on Monday May 10, 2021 @02:52AM (#27103375)
(probably wrongly worded)

Wouldn't toyota model essentially set a required buffer size in kanban, essentially ensuring a certain level of stock decided upon by risk management?

The pull flow would then ensure that the stock fluctuates around that value instead of being driven to 0, because taking a "card" out of stock might trigger purchasing of more stock?

Re:The global chip shortage is starting to have consequences by avs733 on Monday May 10, 2021 @09:21AM (#27105685)
Toyota (for example) doesn't get the chips directly, this is about visibility/planning/management of your vendor's vendor's vendor's. Those chips (Tier 3+) become boards (Tier 2) become center consoles (Tier 1) that an OEM installs.

The question isn't how stock is tracked or risked, its who is responsible for it.