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For now at least, cloud giants appear to be scrambling to add capacity to help support usage spikes for many apps and services.
There's more than just one factor behind a lot of the sales jumps that are being seen.
Two major Chinese carriers have reported strong 5G subscriber growth this week. That could be a silver lining for mobile chip suppliers during a tough time.
Among other things, Apple's use of its own processors within future Macs could yield cost savings and boost MacBook battery lives.
While rival STMicro issued a full-year outlook that got a thumbs-up from investors, TI frequently noted that demand visibility is quite low right now.
IT giants are leaning on their balance sheets to convince reluctant customers to make new purchases.
Very few companies are fully immune to macro pressures during a major downturn, even if some can hold up much better than others.
For now, chip equipment makers are still mostly seeing strong orders. But COVID-19 lockdowns and softer chip demand are potential headwinds.
With each passing year, the amount of silicon being designed by hardware makers and cloud giants keeps growing.
China's COVID-19 outbreak weighed on both PC production and demand in Q1. But sales got a boost late in the quarter.