Intel ($INTC) shows significant pricing power; a Q1 consumer CPU price hike is planned, following a 10% increase in Q4 last year. Even cloud titans like OpenAI, AWS, and Google are struggling to secure enough server CPU volume. 1
TSMC is battling supplier shortages, leading to extended equipment lead times and material shortfalls. Clients are stepping up, paying to fund and reserve new capacity to lock in supply. 4
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Foxconn, the leading AI server manufacturer, is overwhelmed by demand for AI servers, especially for Nvidia GB300-based orders, and is scaling up automation to meet the supply crunch. 2
Cloudflare ($NET) is cementing its position as the internet’s critical infrastructure provider, emerging as a top