What Texas Instruments, AMD Earnings Signal About Chip Industry

The video discusses Texas Instruments' chip manufacturing, highlighting their in-house production and stable lead times, which are crucial for understanding the global economy. It also covers the ongoing chip shortage affecting various industries, including automotive and consumer electronics. AMD's strong market position and growth, particularly in data centers, is contrasted with Intel's challenges, suggesting AMD is gaining market share.

What percentage of chips does Texas Instruments manufacture in-house?

• 60%

• 50%

• 70%

• 80%

What is the term used to describe the time from ordering to delivery in the chip industry?

• Processing time

• Order time

• Lead time

• Delivery time

Which industry was particularly affected by the chip shortage, according to the transcript?

• Education

• Healthcare

• Automotive

• Retail

What was AMD's revised sales growth forecast for fiscal 2021?

• 45%

• 50%

• 37%

• 30%

Which company is AMD reportedly gaining market share from?

• NVIDIA

• Qualcomm

• Intel

• Samsung