> Well only a decade ago Moore's law ensured that keeping any amount of stock on CPUs/GPU/memory would cost you a lot of money, as that would depreciate fast.

This clearly holded for PC components, but rather not for, say, microcontrollers for conservatively developed products with a much longer service life and/or duration of sell.

Consider, for example, a stock of microcontrollers for an industrial machinery that

* will be used for 20 years by the customers,

* will be sold for the next 10 years,

* after these 10 years, for the remaining lifetime of the machine, the customer will still be able to buy spare parts.