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A
The thing that annoys me about these RTO initiatives is that they treat people like children who are misbehaving. OR like cogs in...
Sep 9, 2025
X
[Human Thought]
I would think the rule is basically:
- Internal Samples, ES/QS = R&D
- Production/intent to sell = Not R&D
[/End...
Sep 9, 2025
X
If you buy silicon from TSMC before the product is ship released, is that R&D according to GAAP?
Sep 9, 2025
S
I guess it depends on the company culture. One possible approach is to disagree and commit (tell the manager what you think, but they...
Sep 9, 2025
X
The people supporting that post are not only non-native English speakers from Europe, Japan, Korea, China, etc., but also proficient...
Sep 9, 2025
X
Are you an Intel shareholder? If not, what value are you adding by constantly posting biased opinions (I know you support TSM)...
Sep 9, 2025
T
You really don't get it, do you ? This is getting extremely tiresome.
By all means do your own "note taking" for your own use.
If you...
Sep 9, 2025
X
Intel’s R&D spending must cover both product development and manufacturing (Intel Foundry), whereas competitors such as TSMC, AMD...
Sep 9, 2025
M
that would be true IF it was shippable, but you do stepping and revisions and test chips that are not shippable and those are counted as...
Sep 9, 2025
Intel’s R&D spending must cover both product development and manufacturing (Intel Foundry), whereas competitors such as TSMC, AMD...
Sep 9, 2025
I agree this is terrible, but some context/thoughts:
- According to Google, AMD is still spending 17-25% of revenue for R&D from...
Sep 9, 2025
Those should be counted as inventory, not R&D, although they may not show up on the books immediately depending on the arrangement.
Sep 9, 2025
M
Intel has a fairly comprehensive product suite for running AI locally. Personally, I prefer this approach, as I'm not comfortable with...
Sep 9, 2025
M
If you buy silicon from TSMC before the product is ship released, is that R&D according to GAAP?
Sep 9, 2025
X
I agree this is terrible, but some context/thoughts:
- According to Google, AMD is still spending 17-25% of revenue for R&D from...
Sep 9, 2025
Like.
I guess it depends on the company culture. One possible approach is to disagree and commit (tell the manager what you think, but they...
hist78 replied to the thread SemiConductor R&D Spend by Company.Intel’s R&D spending must cover both product development and manufacturing (Intel Foundry), whereas competitors such as TSMC, AMD...