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I didn’t say Intel shouldn’t build fabs in the US. The US is Intel’s home base, and it should make full use of it, just like South Korea...
Sep 8, 2025
V
How is it possible for Samsung to grew that much in R&D?
Sep 8, 2025
X
He certainly over-hyped it.
Sep 8, 2025
X
I think the article made some valid points. Imo, to use gen AI well requires understanding of software engineering, which is not...
Sep 8, 2025
M
So Intel should not build fabs in the US, correct? The total cost for Ireland fabs was cheaper than Taiwan option or Japan Option
But...
Sep 8, 2025
Intel spends more on RnD and has always spent more on RnD than competitors
Intel spending in 2023 was more than TSMC and nvidia...
Sep 8, 2025
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...
Sep 8, 2025
B
Look at the Table Intel R&D is more than AMD+TSMC Combined they should be able to compete with TSMC+AMD combined they are not...
Sep 8, 2025
Those sites are only for low margin test and assembly of Intel’s chips, not for fabs. Intel builds its fabs and R&D centers mostly in...
Sep 8, 2025
X
Intel spends more on RnD and has always spent more on RnD than competitors
Intel spending in 2023 was more than TSMC and nvidia...
Sep 8, 2025
M
For obvious microeconomic reasons, Manufacturing and R&D are done in different places by all companies.
In the US, much/most R&D is...
Sep 8, 2025
M
Intel spends more on RnD and has always spent more on RnD than competitors
Intel spending in 2023 was more than TSMC and nvidia...
Sep 8, 2025
Interesting to designate Qualcomm as a foundry... ;)
These lists are also interesting and subject to debate. (Looks like the source...
Sep 8, 2025
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...
Sep 8, 2025
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...
Sep 8, 2025
hist78 replied to the thread Intel may sell part of Intel Foundry in the future - Intel at Citi 2025 Global TMT Conference.I didn’t say Intel shouldn’t build fabs in the US. The US is Intel’s home base, and it should make full use of it, just like South Korea...
Like.
Look at the Table Intel R&D is more than AMD+TSMC Combined they should be able to compete with TSMC+AMD combined they are not...