Sravan Kundojjala(@SKundojjala):Every auto & industrial IDM has pivoted to datacenter now. Microchip's datacenter revenue will grow by 69% to $1B in CY26. Bigger than auto segment already. DC becoming bigger than either auto or industrial at most of these IDMs already. DC remains the fastest growing segment for most of these IDMs. Wonder what will happen when auto & industrial cycle hits peak and there will be a big fight for capacity. Companies like TI are well positioned with their internal fabs and inventory.

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

参加 September 2011

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Sravan Kundojjala@SKundojjala

2026.08.07 13:48

Every auto & industrial IDM has pivoted to datacenter now. Microchip's datacenter revenue will grow by 69% to $1B in CY26. Bigger than auto segment already. DC becoming bigger than either auto or industrial at most of these IDMs already. DC remains the fastest growing segment for most of these IDMs. Wonder what will happen when auto & industrial cycle hits peak and there will be a big fight for capacity. Companies like TI are well positioned with their internal fabs and inventory.