You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
I’d like to hear what @MKWVentures thinks since he was there.
From my perspective as an outsider, I believe Intel could have implemented many cost cutting and productivity improvement initiatives long ago, similar to the measures Lip-Bu Tan is executing today. As an IDM, Intel should, in theory, enjoy a higher net profit margin than a pure play foundry like TSMC, because Intel can capture the added value from the final products. However, Intel’s overall costs have remained very high for a long time, especially compared with TSMC. This was true even when TSMC wasn't as dominant as it is today.
TSMC vs. Intel annual net profit margins (2004–2024)
