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Title 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. >
by nabla9 2y ago
Title 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...