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I combined the analysis for current year net profit over previous year R&D spending into one table and also added AMD data.
From 2014...
Jan 13, 2026
A
Both Synopsys and Cadence are making AI pitch, but monetizing from those features/capabilities will need innovative business model...
Jan 13, 2026
A
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
S
Intel doesn't compete on mature node they compete on leading edge the only mature node they have are Intel 16nm and UMC 12.
I still...
Jan 13, 2026
M
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 13, 2026
Many people, including bloggers here on SemiWiki and myself, have criticized Intel’s IDM business model for a long time.
Intel’s...
Jan 13, 2026
K
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
K
I keep reading about other companies using Google chips in their datacenters, but I continue to be a skeptic. It might be practical for...
Jan 13, 2026
The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 13, 2026
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating?
i.e. the CAPEX...
Jan 13, 2026
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating?
i.e. the CAPEX...
Jan 13, 2026
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
No matter who leads Intel, Bob Swan, Pat Gelsinger, or Li-Bu Tan, they all face the same fundamental challenge: under the IDM business...
Jan 13, 2026
LBT is actually giving customers what they want. Intel was previously starting negotiations with "we will let you work with IFS, if you...
Jan 13, 2026
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.I combined the analysis for current year net profit over previous year R&D spending into one table and also added AMD data. From 2014...
Like.
Both Synopsys and Cadence are making AI pitch, but monetizing from those features/capabilities will need innovative business model...
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating? i.e. the CAPEX...
Xebec replied to the thread Lip-Bu Tan Update on 18A and 14A.Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating? i.e. the CAPEX...