Intel spends more on R&D than Nvidia and AMD combined

Re:Intel spends more on R&D than Nvidia and AMD combined by nabla9 on Wednesday October 16, 2024 @08:40AM (#41858391)

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.

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Re:Intel spends more on R&D than Nvidia and AMD combined by sct202 on Wednesday October 16, 2024 @09:11AM (#41858692)

TSMC 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.

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Re:Intel spends more on R&D than Nvidia and AMD combined by orwin on Wednesday October 16, 2024 @09:25AM (#41858796)

I don't think TSMC use their own lasers anymore (not since 2016), so even then I'm not sure.

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Re:Intel spends more on R&D than Nvidia and AMD combined by DJBunnies on Wednesday October 16, 2024 @09:18AM (#41858737)

Yea but TSMC produces good stuff.

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Re:Intel spends more on R&D than Nvidia and AMD combined by slowmovintarget on Wednesday October 16, 2024 @11:00AM (#41859861)

In part, thanks to ASML.

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Re:Intel spends more on R&D than Nvidia and AMD combined by ItsTotallyOn on Wednesday October 16, 2024 @09:14AM (#41858710)

This 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.

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Re:Intel spends more on R&D than Nvidia and AMD combined by jsheard on Wednesday October 16, 2024 @09:16AM (#41858727)

Intel's current drive to catch up with Nvidia and AMD GPUs probably isn't cheap either.

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Re:Intel spends more on R&D than Nvidia and AMD combined by throwaway48476 on Wednesday October 16, 2024 @09:19AM (#41858742)

It'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.

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Re:Intel spends more on R&D than Nvidia and AMD combined by nsteel on Wednesday October 16, 2024 @09:27AM (#41858820)

Apple are fabless...

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Re:Intel spends more on R&D than Nvidia and AMD combined by steveBK123 on Wednesday October 16, 2024 @09:02AM (#41858609)

Well 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.

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