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AMD on the road to recovery.

Q2 2025 Intel made $12.9 Billion for the quarter in revenue.

Margins are 27.5% < that's bad, this is the difference in what it costs you to produce and sell your product and what was paid for it by the end customer, not including operating costs, anything under 35% is considered bad. AMD's margins are about 50%, Nvidia about 65%.

Operating margin, this is why that ^^^^ is bad. 24.7% LOSS. They aren't making enough money on their products to continue operating as they currently are, hence the layoffs.

Monetary losses, $2.9 Billion, it cost them $15.8 Billion to operate and they earned $12.9 Billion.

AMD release their results on the 5'th next month.
 
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humbug said:
Q2 2025 Intel made $12.9 Billion for the quarter in revenue.

Margins are 27.5% < that's bad, this is the difference in what it costs you to produce and sell your product and what was paid for it by the end customer, not including operating costs, anything under 35% is considered bad. AMD's margins are about 50%, Nvidia about 65%.

Operating margin, this is why that ^^^^ is bad. 24.7% LOSS. They aren't making enough money on their products to continue operating as they currently are, hence the layoffs.

Monetary losses, $2.9 Billion, it cost them $15.8 Billion to operate and they earned $12.9 Billion.

AMD release their results on the 5'th next month.
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will there be penalties for cancelled FABs, how much more of the 'family silver' can they spin off? Looks dire to me.
 
TrixP10 said:
will there be penalties for cancelled FABs, how much more of the 'family silver' can they spin off? Looks dire to me.
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Trump is sceptical of the chips act in its current form, tho he has not yet made any significant adjustments to it, he does however wish to see results for that money.

These Intel fabs to be cancelled are not in the US, they are Ireland and Germany, this isn't going to irk Trump.

There is $50 Billion up for grabs, Intel get $7.86 billion, unless their US fabs remain unutilised by a major player, Intel's problem is TSMC, they are building fabs in the US, AMD are using them, so are Nvidia and Intel are in talks with TSMC to have them run their fabs for a 20% stake, basically Intel want TSMC to bring their knowhow to Intel's fabs for a 20% stake in the fab, not in Intel, just the fab in question, don't know how those negotiations are going to work out but it seems to me this is Intel trying it on, its a bad deal, Why would TSMC bring Intel up to their standards and with that create competition for themselves for 20% of a fab AMD nor Apple and realistically nor Nvidia are going to use due to a conflict of interest.

Intel want to have their cake and eat it, they wish to be a manufacturer in competition with TSMC while having TSMC help them do that and continue being a chip designer in direct competition with those who they wish would use their TSMC run fabs instead of TSMC's own fabs.

I don't know weather to marvel at the dilution of all this or the sheer narcissistic arrogance.

I think Intel will trundle along a bit more like this until they are left with no choice but to make a choice.
 
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humbug said:
Trump is sceptical of the chips act in its current form, tho he has not yet made any significant adjustments to it, he does however wish to see results for that money.

These Intel fabs to be cancelled are not in the US, they are Ireland and Germany, this isn't going to irk Trump.

There is $50 Billion up for grabs, Intel get $7.86 billion, unless their US fabs remain unutilised by a major player, Intel's problem is TSMC, they are building fabs in the US, AMD are using them, so are Nvidia and Intel are in talks with TSMC to have them run their fabs for a 20% stake, basically Intel want TSMC to bring their knowhow to Intel's fabs for a 20% stake in the fab, not in Intel, just the fab in question, don't know how those negotiations are going to work out but it seems to me this is Intel trying it on, its a bad deal, Why would TSMC bring Intel up to their standards and with that create competition for themselves for 20% of a fab AMD nor Apple and realistically nor Nvidia are going to use due to a conflict of interest.

Intel want to have their cake and eat it, they wish to be a manufacturer in competition with TSMC while having TSMC help them do that and continue being a chip designer in direct competition with those who they wish would use their TSMC run fabs instead of TSMC's own fabs.

I don't know weather to marvel at the dilution of all this or the sheer narcissistic arrogance.

I think Intel will trundle along a bit more like this until they are left with no choice but to make a choice.
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Intel cant bribe themselves out of this
 
RBImGuy said:
Intel cant bribe themselves out of this
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I think in the end Intel will become a fabless chip designer like AMD and Nvidia.

AMD sold their foundries because keeping up with the cutting edge was too expensive, that in its self is not a problem as a foundry in of its self because you can still make money being a generation or two behind, not everyone, most in fact don't require the latest and greatest nodes, but the problem is if you're also a chip designer then any potential customer is going to be worried about you snooping design secretes. so you're not going to have any customers for your fabs.
with stiff competition you also can't use your own second rate fabs to make your chips own chips, it would make those chip's uncompetitive, having said that AMD make better chips on lesser older node than Intel but you get the point....

So with that Intel make server chips on their own fabs and because they are uncompetitive they sell them at a discount vs AMD's chips, they can do this because they still cost thousands, they don't lose money on material costs but on running costs? Absolutely they do.
Retail chips are made at TSMC because uncompetitive chips simply would not sell at all in this space, remember Intel use TSMC N3 for Arrow Lake while Zen 5 is on TSMC N4 and Intel are only just competitive.

I'm sorry but Intel are just trying to delay the inevitable for as long as they can in the hopes they can somehow manipulate a win for themselves, not going to happen.
 
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