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by j_walter 843 days ago
> Also they will have leverage when negotiating deals with TSMC

Except Intel hasn't talked about price at all...they have a completely different cost structure that isn't competitive at all. Think about AMD gross margin vs. Intel's gross margin. AMD has similar...all while giving TSMC 50%+ gross margin also. Now tell me Intel's cost will be similar to TSMC...
1 comments
Wytwwww 843 days ago
Their foundry business is a tiny fraction of their revenue at this point and I'm not sure their overall gross margin is particularly relevant here (also Intel has lower gross margins than AMD or TSMC these days?)
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j_walter 843 days ago
If they can't make good gross margin when making their own products that are higher priced (than similar AMD products)...how are they going to do it when they have to support an end customer that expects high gross margins?

Intel GM ~46% AMD GM ~46% TSMC GM ~53%

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