Most companies would dream to be "on the ropes" the way Intel is. Why is that?
1. Intel Foundry generated $17.5B in revenue in 2024. Intel's chipmaking abilities are on the path to outproduce both TSMC and Samsung. Microsoft is purportedly going to use Intel Foundry to produce their ARM chips.
2. Intel has over 214,000 patents globally and Intel has been aggressively monetizing those patents - to the tune of billions of dollars.
Those are some problems to have!
What's missing of course is chip design, but who cares? Everybody and his brother are designing chips these days. The issue is they can't manufacture them and building a foundry is capital-intensive: billions of dollars capital-intensive. Intel is investing and expanding in that area. Their future is fabbing chips - and they're making billions of dollars in annual revenue doing so.
1. Intel Foundry generated $17.5B in revenue in 2024. Intel's chipmaking abilities are on the path to outproduce both TSMC and Samsung. Microsoft is purportedly going to use Intel Foundry to produce their ARM chips.
2. Intel has over 214,000 patents globally and Intel has been aggressively monetizing those patents - to the tune of billions of dollars.
Those are some problems to have!
What's missing of course is chip design, but who cares? Everybody and his brother are designing chips these days. The issue is they can't manufacture them and building a foundry is capital-intensive: billions of dollars capital-intensive. Intel is investing and expanding in that area. Their future is fabbing chips - and they're making billions of dollars in annual revenue doing so.