Tesla Warns of Supply Chain Woes

The video discusses Tesla's decision to delay new vehicle models due to supply chain constraints, highlighting the impact on production and market dynamics. It also covers Intel's weak profit forecast, driven by investment in new factories and competition, affecting margins. The semiconductor industry's long-term investment plans are examined, noting the time required to build new facilities and the short-term impact on capacity and investor sentiment.

Discuss the impact of competition on Intel's profit margins.

What are the implications of the semiconductor factory investments announced by various companies?