siliconbruh999
Well-known member
source:
SemiConductor R&D Spend by Company
- Thread starter siliconbruh999
- Start date
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Interesting to designate Qualcomm as a foundry... 
These lists are also interesting and subject to debate. (Looks like the source for this is Tech Insights.) Assuming Chinese firms are left off due to lack of verifiable data? Would have expected SMIC, YMTC, etc. to at least break $1B. Curious if companies that do in-house design (Apple, Meta, Amazon, Alphabet, etc.) don't make the cut or are just ignored for this list?
Still, interesting to see the range of R&D expenses, from SK Hynix (6.9%) and TSMC (7.1%) to Broadcom (30.3%) and Intel (33.6%). Really runs the gamut.
Also, looks like SK Hynix may be on track to overtake Intel in revenue this year? Wild times indeed.
These lists are also interesting and subject to debate. (Looks like the source for this is Tech Insights.) Assuming Chinese firms are left off due to lack of verifiable data? Would have expected SMIC, YMTC, etc. to at least break $1B. Curious if companies that do in-house design (Apple, Meta, Amazon, Alphabet, etc.) don't make the cut or are just ignored for this list?
Still, interesting to see the range of R&D expenses, from SK Hynix (6.9%) and TSMC (7.1%) to Broadcom (30.3%) and Intel (33.6%). Really runs the gamut.
Also, looks like SK Hynix may be on track to overtake Intel in revenue this year? Wild times indeed.
Good data -- The Intel spend shouldn't be surprising:
- They are an IDM (i.e. Their R&D % should be similar to Nvidia + TSMC)
- They had to spend extra to finally get past 10nm
- They brought some cutting edge technology online no one else has
- They have a full stack of products they're trying to sell (i.e. Nvidia isn't doing CPUs for the full market, AMD has one core architecture and GPUs are on life support)
- This is before they wound down some duplicate products like Gaudi
- They are an IDM (i.e. Their R&D % should be similar to Nvidia + TSMC)
- They had to spend extra to finally get past 10nm
- They brought some cutting edge technology online no one else has
- They have a full stack of products they're trying to sell (i.e. Nvidia isn't doing CPUs for the full market, AMD has one core architecture and GPUs are on life support)
- This is before they wound down some duplicate products like Gaudi
hist78
Well-known member
One thing that does surprise me is why Intel's leaders, for years, have not recognized that such huge R&D expenses, so high relative to revenue and with such poor effectiveness are not sustainable
MKWVentures
Moderator
Intel spends more on RnD and has always spent more on RnD than competitors
Intel spending in 2023 was more than TSMC and nvidia combined. despite being less than half the size.
Interestingly, only one company in the list saw its revenue drop despite all the R&D spending.
Intel did not spend too little on R&D. The just didnt develop and deliver
hist78
Well-known member
I put together this table using net profit to measure Intel’s R&D effectiveness. In 2023, Intel had to spend $9.50 on R&D to earn $1 in net profit, compared with $2.19 in 2022. Since Intel reported a net loss in 2024, R&D effectiveness for 2024 isn’t meaningful at all.
Source: Googel search.
MKWVentures
Moderator
In past 4 years intel increased R&D, Increased Capex, and dramatically lowered revenue. and the stock crashed while others doubled. That is unprecedented mismanagement... Luckily LBT will fix the disaster created by properly managing the company and focusing on success, not hype.....
No no no, what you see is exactly the case of a very "manicured" stock market diva company starting to having to till earth and do actual work.
Lowering profitability to the level of an "average semi" is very sane move, but it was received very negatively because of the prior prestige, and image are gone.