Intel makes more money in a quarter than the iPhone chip suppliers have made combined since the first iPhone launch in 2007. Mobile chips are an ultra-low margin business.
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@PaJUM25-1otq And IBM has had how many quarters of declining revenue, sound like Intel future, profitable and shrinking!
IBM silicon was the envy of the world a few decades ago, these days they don't own a fab, that is intels future too. The mismanagement of TMG from competitive advantage to albatross is compete due to the ineptitude of the three 🤡 CRB, PSO, and the biggest BK
There is a reason SS left, PTD, LTD, and the whole TMG is one slow motion train wreck that has past the tipping point.
10nm and 7nm is FUBAR if there ever was, and as I said beyond the tipping point. The lucky ones have left the train.
@PaJUM25-1sed 1) TSMC is already leading. Their 10nm shipping today is already better than our 14nm.
2) There is 20 or 30 or more customers, which already tape-outed 7nm TSMC. Intel is one of the customer. So we will have lead too. In the rest of our advantage let our marketing work. :D
There is already tons of "Intel inside" chips, which are made in TSMC today. And nobody has problem with it.
yeah.... PC's are a low margin business, we're sticking with high-margin mainframes (intel is IBM in the 90's.... you just haven't realized it yet)
Guess what happens when TSMC takes the process lead?
EVERYONE then has a process lead.
Imagine AMD using TSMC to lead in process for the first time.
Apple will inherit the lead.
Nvidia will inherit the lead.
Qualcomm will inherit the lead.
Remember when Mark Bohr said the foundry model was dead several years ago? How's that arrogance playing out for Intel?
iPhone has an 800 Million user base.
Where did all those chips get fabbed OP?
Which company will have the funds to get to 7nm and 5nm first?
TSMC market cap = $184B
INTC market cap = $165B
Confirmed.
OP is clueless.
OP is a fine example of why Intel is failing these days, what an idiot 🤡
Is OP Paul Ottelini?
Jesus.
This company is full of ignorance and arrogance.
People here have a serious lack of critical thinking and imagination.
Samsung semiconductor/ foundry also banks massive dollars from mobile.
You can see how Intel missed the boat with dumfvcks like OP.
For the clueless...
http://www.tsmc.com/english/investorRelations/quarterly_results.htm
TSMC owns Intel in terms of operating margin at scale.
TSMC owns the margin you dumbazz.
Not Qualcomm/QCT or Mediatek or other mobile chip designers.
I remember how sorry intel was they had negative margins in mobile and had to go home with tail between their legs 🙄
OP has a low IQ.
TSMC makes a metric sh1t-ton of money from mobile.
Yup and why did Samsung exceed Intel this quarter and why is TSMC valuation larger than Intel?
BTW how many billions done on silcionR&R and billions on design of Canon and Ice where the hell are they ?
Yup keep believing the intel koolaid, people like you are why Intel lost the lead and are past the tipping point for recovery.
Fake news. If it's so low margin, why is Intel competing for the modem?