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> The current financial results have shown decent profits for the consumer CPUs, Only after serious financial alchemy. The client group has a decent op margin,
by Tuna-Fish 2y ago
> The current financial results have shown decent profits for the consumer CPUs,
Only after serious financial alchemy. The client group has a decent op margin, but the foundry group has an absolutely terrible one, and the client group sells products that they buy (internally) from the foundry group at arbitrarily set prices. What would the client margins be if the internal price they pay for their products was set so that the foundry breaks even?
- walterbell 2y agoAre client margins different for Lunar Lake, where the compute/platform tiles are made by TSMC?
- formerly_proven 2y agoiirc the reason for that split in margins is precisely because Intel started pricing their foundry internally as-if they were external sales (i.e. made at competitive prices).