JustSomeDude124

Are you referring to infinity fabric? I thought that glue logic was a standard industry thing. They just confirmed that their upcoming GPU has a chiplet design I remember when they were laughing about "glued together chips". Looks like it blew up in their faces.

I made some additions to my post. The vast majority of their revenues, profit and R&D are for CPUs. Sounds like you think this is a timing issue. Do you think they can come back in a few years? The company does have a ton of cash (>20 years worth of AMD's R&D expenses haha)

Do you think there's something fundamentally wrong with Intel's approach? They seem to be much worse than TSMC even though they're spending a lot more money.

Hey LTT! First time poster here so pls be nice Wanted to get some opinions on why Intel has been struggling. I took a look at their financials and found that they spent between 8x - 15x what AMD did on R&D over the last few years. The ratio was even higher before Zen/Ryzen. In fact, Intel spends far more on R&D than AMD, Nvidia, and TSMC combined. To put some hard numbers on it, last year, Intel spent US 13.5 billion dollars on R&D while AMD spent under US 2 billion. In fact, Intel's R&D budget is almost 2x AMD's revenues. Given the fact that their former CEO has been a lifelong engineer (I consider Brian Krzanich to be more responsible for the company's problems since he was CEO until 2019, and even Lisa Su took far longer than 18 months to turn AMD around) and they obviously have a lot of really talented people there, why do you think Intel just can't get their act together? After all, their Client Compute Group/Data Center Group account for >85 percent of the business, almost all their profits and the vast majority of their R&D expenses.