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

[nabla9]

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.

[sct202]

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.

[ItsTotallyOn]

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.

[jsheard]

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

[nsteel]

Apple are fabless...

[steveBK123]

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.

[pclmulqdq]

A 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]

If you knew what would be able to be commercialized it wouldn't be called research.

[rgbrenner]

AMD + TSMC = ~12B vs Intel at 16B

For anyone that wants a closer comparison.

[1-6]

Cranking 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.

[quantum_state]

It’s not only the spend … often too much easy money from the government or military would do the opposite …