siliconbruh999
Well-known member
Intel should focus on getting the outsource (%) down if they want to continue IFS
TSMC Revenue Estimate 2025E
- Thread starter siliconbruh999
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Intel should focus on getting the outsource (%) down if they want to continue IFS
siliconbruh999
Well-known member
Not to mention AMD makes better use of their Wafer Allocation Intel shouldn't be outsource in high single digits should be low single digits(2-3B$).If this went to the foundry instead they would have been in better position.
Based on the chart, Intel is expected to pay TSMC approximately $10.6 billion in 2025 (calculated as $115 billion × 9.2%).
Intel’s projected revenue for 2025 is around $52 billion, with a gross margin of 35%, which implies a cost of goods sold of about $33.8 billion (i.e., $52B × (1 - 35%)).
This means the outsourced cost to TSMC accounts for roughly 31% of Intel’s total cost ($10.6B ÷ $33.8B).
Intel’s projected revenue for 2025 is around $52 billion, with a gross margin of 35%, which implies a cost of goods sold of about $33.8 billion (i.e., $52B × (1 - 35%)).
This means the outsourced cost to TSMC accounts for roughly 31% of Intel’s total cost ($10.6B ÷ $33.8B).
siliconbruh999
Well-known member
Intel is also paying IFS $18 Billion
I agree completely, Intel chips should have Intel Inside.
I could see Apple moving the M Series over easy enough. Qualcomm or MediaTek should move to get an insider process advantage over the other SoC providers. Broadcom's Hock Tan and Lip-Bu Tan are both Malaysian businessmen educated at MIT. They most certainly could do a sweetheart deal. Marvell too. I'm not sure if Lip-Bu has close ties to Marvell. Anyone?
So Intel Foundry could do $30B in revenue by the end of the decade (2030)? That would make Intel Foundry the indisputable #2 foundry. Politicians have to fill up the Ohio fabs, absolutely!
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hist78
Well-known member
Intel gets most of its revenue and real profit from selling Intel Products. Using both internal and external foundries is critical to the competitiveness of the Intel Product division. Timing, market demand, scheduling, volume, cost, profit, and financial as well as resource limitations are all important factors to consider.
Putting Intel Foundry's interest ahead of Intel Product will hurt Intel Product's ability to compete and Intel Foundry itself.
Exactly. If Intel cannot design better chips while intimately familiar with the process technology with a custom PDK all is lost, Intel will never lead again, my opinion.
siliconbruh999
Well-known member
I 100% agree they have the option to bend design rules a bit to suit their need. Intel products and IFS are in a vicious cycle of interdependency one cannot succeed without other one fully. It was due to the success of IFS that Intel led along with the design.