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Intel spends more on R&D than Nvidia and AMD combined
- nabla9 2y agoTitle poses a question, then the last paragraph explains why it was not relevant and the article was just created for the title. AMD and Nvidia are fabless. >But more importantly, Intel spends billions on new semiconductor production process technologies. Every new manufacturing process typically requires billions in upfront research and development investments. Intel also develops packaging technologies, which require a lot of R&D money.
- steveBK123 2y agoWell yeah, this is exactly what I was going to point out before I even had to open the link. Intel isn't fabless like the other two. Design R&D is mostly spending on staff & software. Fabs have billions of dollars of hard infrastructure to build.
- sct202 2y agoTSMC spent about $6b in R&D last year, so they could swap out either AMD or Nvidia in the headline with TSMC and the title would still work and be a little more apples to apples.
- DJBunnies 2y agoYea but TSMC produces good stuff.
- slowmovintarget 2y agoIn part, thanks to ASML.
- orwin 2y agoI don't think TSMC use their own lasers anymore (not since 2016), so even then I'm not sure.
- ItsTotallyOn 2y agoThis is why they provided a normalized comparison versus market cap. They should have probably done it with revenue, but this does provide a means of analysis of the relative efficacy of value creation via R&D dollars.
- jsheard 2y agoIntel's current drive to catch up with Nvidia and AMD GPUs probably isn't cheap either.
- throwaway48476 2y agoIt's not that it's expensive, it's that they've gone about it in such an incompetent way that they're losing money on it hand over fist.
- nsteel 2y agoApple are fabless...
- pclmulqdq 2y agoA lot of people blame the waste at Intel on the MBAs, but I have to say, the PhDs might be equally to blame. I know quite a few people at Intel who do cool R&D work that will clearly never make it to a real commercial product (except maybe a DoD toy), but are quite content to have Intel pay for it for literal decades.
- throwaway48476 2y agoIf you knew what would be able to be commercialized it wouldn't be called research.
- thenaturalist 2y ago> clearly never make it to a real commercial product (except maybe a DoD toy), but are quite content to have Intel pay for it for literal decades. OP posted that context? Surely there is, especially within the constraints of a commercial company, a reasonable a) direction and b) limit to research. Research for the sake of it is called academia.
- autonomousErwin 2y agoI think this is right, it's a gamble. Discoveries and advancements are made by people tinkering with things without the mind to commercialise it.
- pclmulqdq 2y agoNominally, corporate R&D should in fact have a good chance of making it into a real product if the technology works. It should not be a certainty that the technology will work. Intel's R&D produces a lot of technology that works but never makes it into a product.
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- 1-6 2y agoCranking up R&D especially during a time to perfect the trade sounds backward. Intel probably has 6 more years then to release anything into full production.
- rgbrenner 2y agoAMD + TSMC = ~12B vs Intel at 16B For anyone that wants a closer comparison.
- quantum_state 2y agoIt’s not only the spend … often too much easy money from the government or military would do the opposite …