Intel may sell part of Intel Foundry in the future - Intel at Citi 2025 Global TMT Conference

[tomatoma]

For now, both of you please stop and calm down...
I understand very well what they are both saying.
It's not completely public... and I understand that the discussion is confusing, but please calm down for now...

 

[Barnsley]

Can sell the car parks for housing?

 

[MKWVentures]

What are you talking about? I don't understand.
Why don't you release new products? You can't compete like that.
OK?

What specifically do you not understand? Intel has released plenty of new products. The finances of these are interesting

 

[siliconbruh999]

What specifically do you not understand? Intel has released plenty of new products. The finances of these are interesting

I think he meant good products and in recent years only LNL/GNR fits in that category ARL-H/HX is fine in Mobile they haven't released a solid product portfolio since Alder Lake.

 

[Daniel Nenni]

I think he meant good products and in recent years only LNL/GNR fits in that category ARL-H/HX is fine in Mobile they haven't released a solid product portfolio since Alder Lake.

Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been CEO for six months yet and look at the change in Intel. Give him another 18 months and you will see what I have been talking about, absolutely.

 

[siliconbruh999]

Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been CEO for six months yet and look at the change in Intel. Give him another 18 months and you will see what I have been talking about, absolutely.

Intel puts more Capex and R&D though so there is that AMD just don't take that big of risk in terms of Volume

 

[Maximus]

Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been CEO for six months yet and look at the change in Intel. Give him another 18 months and you will see what I have been talking about, absolutely.

In terms of overall business scale, AMD is unlikely to surpass Intel before 2028—unless its AI-related product lines gain significant traction. However, AMD’s revenue market share in server, desktop, and laptop CPUs is consistently higher than its unit share, indicating that AMD is selling at higher prices—likely with better margins—compared to Intel.

 

[Daniel Nenni]

Intel puts more Capex and R&D though so there is that AMD just don't take that big of risk in terms of Volume

R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned before, the massive Intel ego destroyed the company. That is gone with LBT.

Intel spent $16.5B on R&D in 2024, AMD spent $6.B in 2024. I'm sure you will see less R&D spending from Intel in the coming quarters but hopefully it will result in much better products. Unfortunately this transition will take time. Given the investments by the USG and Softbank LBT has a plan that is bankable. I just hope the Intel BoD does not get in his way.