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Intel had several AI products it is just that they were niche and never gained traction. The Knights family i.e. Xeon Phi being one example. More recently they had Gaudi.
Correct. IFS sells wafers to products at market price (TSMC price). So theoretically, 18A product margins will be hit based on yields. Cant wait to see how this plays out.
I wish Intel would just break out IFS fully and report balance sheet and details of income statement for just IFS. It would bring light into the real issues.
I wish Intel would just break out IFS fully and report balance sheet and details of income statement for just IFS. It would bring light into the real issues.
They don't break out the COGS & OpEx for Foundry in 10Q. But in 10K, last year they did break out COGS & OpEx for Foundry (I am expecting the same in this year's 10K).
Correct. IFS sells wafers to products at market price (TSMC price). So theoretically, 18A product margins will be hit based on yields. Cant wait to see how this plays out.
I wish Intel would just break out IFS fully and report balance sheet and details of income statement for just IFS. It would bring light into the real issues.
That's still double margin for Intel as a whole even if the foundry make 20-30% on 18A wafer and product let's say makes 40% still higher than what they can get out of TSMC for the total product.
That's still double margin for Intel as a whole even if the foundry make 20-30% on 18A wafer and product let's say makes 40% still higher than what they can get out of TSMC for the total product.
It may have been true many years ago that Intel’s in-house manufacturing provided a cost and net profit margin advantage. However, over the past ten years, this belief has proven to be inconsistent or simply incorrect. Not only has TSMC’s net profit margin been higher than Intel’s every year, but TSMC’s fabless customers, many of whom are Intel’s competitors, often perform better than Intel. This suggests that either Intel’s costs are too high, its products are not competitive, or both.
Correct. IFS sells wafers to products at market price (TSMC price). So theoretically, 18A product margins will be hit based on yields. Cant wait to see how this plays out.
I wish Intel would just break out IFS fully and report balance sheet and details of income statement for just IFS. It would bring light into the real issues.
