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Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B

by nabla9 4y ago

frant-hartm 4y ago
Thanks! Intel is only 3.8x as much. AMD used to be tiny compared to Intel in both revenue and market cap. Is there an easy way to get this data over time?
notemaker 4y ago
Keep in mind their growth rates though. In 2019 AMD had 6.7B in revenue and Intel had 71.97B.
- riku_iki 4y ago
  Should cost of production be substracted from AMD revenue for apple to apples comparison? Intel has in house production, why AMD pays premium to TSMC.
  - bagacrap 4y ago
    Intel also outsources certain components to TSMC. The only apples to apples comparison would be to isolate revenue for chip sales. Also TSMC has reportedly surpassed Intel in quarterly revenue, so all these numbers are changing quickly.
- willmadden 4y ago
  I'm curious how the crypto crash and general recession will impact AMD. When crypto prices come down, the demand for GPUs also crashes. AMD makes a lot of money from graphics cards.
- kolbe 4y ago
  And Intel just cut its 2023 revenue forecast to low 60's
oumua_don17 4y ago
The devil is in the details, just looking at revenue won't reveal the full picture. - DCAI, revenue down 16%, operating income down 90% - NEX, revenue up 11%, operating income down 60% - AXG and IFS are operating loss - Only mobile has rev and op income up And the CEO has clearly mentioned next quarter will be even worse and then they expect things to improve; not sure about the improve part though. CFO clearly mentions restructuring charges in Q3. Add all of this up and it tells a different story.
- nabla9 4y ago
  Market cap reflects those values. My point is that Intel is huge company. It's going down fast, but it has still time to correct.
AnimalMuppet 4y ago
But revenue isn't a meaningful number here. Market cap should be today's value of expected future profit, not future revenue. So: What's Intel's profit? What's AMD's?
- Panzer04 4y ago
  Revenue is "real" - it's the value of what Intel is actually selling. Market cap is a guess - whether it's justified or not will be proven by actual revenue in the future. A 3x revenue difference is a nontrivial gap, especially when AMD would have to take over the entire processor market to reach the kind of revenue Intel is currently making (or make huge strides in GPU - either way)

Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B

by nabla9 4y ago

Intel is still much bigger company. Intel revenue 73.39B AMD revenue 18.88B TSMC revenue 58.43B

Thanks! Intel is only 3.8x as much. AMD used to be tiny compared to Intel in both revenue and market cap. Is there an easy way to get this data over time?

notemaker 4y ago

Keep in mind their growth rates though. In 2019 AMD had 6.7B in revenue and Intel had 71.97B.

riku_iki 4y ago
Should cost of production be substracted from AMD revenue for apple to apples comparison? Intel has in house production, why AMD pays premium to TSMC.
- bagacrap 4y ago
  Intel also outsources certain components to TSMC. The only apples to apples comparison would be to isolate revenue for chip sales. Also TSMC has reportedly surpassed Intel in quarterly revenue, so all these numbers are changing quickly.
willmadden 4y ago
I'm curious how the crypto crash and general recession will impact AMD. When crypto prices come down, the demand for GPUs also crashes. AMD makes a lot of money from graphics cards.
kolbe 4y ago
And Intel just cut its 2023 revenue forecast to low 60's

oumua_don17 4y ago

The devil is in the details, just looking at revenue won't reveal the full picture. - DCAI, revenue down 16%, operating income down 90% - NEX, revenue up 11%, operating income down 60% - AXG and IFS are operating loss - Only mobile has rev and op income up And the CEO has clearly mentioned next quarter will be even worse and then they expect things to improve; not sure about the improve part though. CFO clearly mentions restructuring charges in Q3. Add all of this up and it tells a different story.

nabla9 4y ago
Market cap reflects those values. My point is that Intel is huge company. It's going down fast, but it has still time to correct.

AnimalMuppet 4y ago

But revenue isn't a meaningful number here. Market cap should be today's value of expected future profit, not future revenue. So: What's Intel's profit? What's AMD's?

Panzer04 4y ago
Revenue is "real" - it's the value of what Intel is actually selling. Market cap is a guess - whether it's justified or not will be proven by actual revenue in the future. A 3x revenue difference is a nontrivial gap, especially when AMD would have to take over the entire processor market to reach the kind of revenue Intel is currently making (or make huge strides in GPU - either way)