News Intel IFS Plans Are a Strategic Mistake, Hints AMD Exec

[bit_user]

You look at them...both arm

ARM isn't a chip maker, though. They just sell IP.

Qualcomm and Mediatek would be the ones to look at, in the ARM camp.

amd are doing terrible net margins,

AMD has been doing historically well. Sure, the PC downturn hit them pretty hard, but if hit Intel even harder.

 

[TerryLaze]

nvidia has had market leading gross margins for the last 6 or so years.

Gross margin only subtracts the direct cost of sales of which nvidia has none because they pass those off to their partners, with conditions so bad that they prefer to leave the business.
bit_user was talking about the margins from the FABs (or rather how those would change the margins) and those would not show up in gross margins.

ARM isn't a chip maker, though. They just sell IP.

That's what you said, though.
Arm is the one that acts most like a software company, only selling designs.

Qualcomm and Mediatek would be the ones to look at, in the ARM camp.

20 and 17% respectively, so also not any better than intel did in the past.

AMD has been doing historically well.

That's not mutually exclusive, AMD still only made 4% net margin last quarter, and that's up from 0% the previous quarter and up from -1% YoY.