The earnings confessionals this week revealed an industry grappling with a problem most would kill for: demand so strong it's breaking supply chains. Intel's data center business grew 15% QoQ but warned Q1 revenue will crater 11% because they literally can't make enough chips. TSMC's CEO spent his earnings call validating hyperscaler bank accounts and just committed $56B in CapEx because silicon is the bottleneck. Meanwhile, Intuitive Surgical proved it can print $2.5B in free cash flow while nervously eyeing six different macro threats. — Let's Chip In.
Supply Chains Scream While Demand Explodes…
The earnings confessionals this week revealed an industry grappling with a problem most would kill for: demand so strong it's breaking supply chains. Intel's data center business grew 15% QoQ but warned Q1 revenue will crater 11% because they literally can't make enough chips. TSMC's CEO spent his earnings call validating hyperscaler bank accounts and just committed $56B in CapEx because silicon is the bottleneck. Meanwhile, Intuitive Surgical proved it can print $2.5B in free cash flow while nervously eyeing six different macro threats. — Let's Chip In.