Intel has not just lifted. With An intractable nvidia in the segment of artificial intelligence and with a Unattainable TSMCthe company tries to adapt to The new times. The hope is that the latest capital injections help: in recent days we have seen how Softbank invest 2,000 million euros euros in it and then the United States government has bought 10% of Intel to save it from burning.
However, the company Directed by Lip-Bu Tan He is putting all the meat on the grill to try to do it. It is demonstrated by the Spectacular amount of money invested in your R&D department. The surprising thing is not to invest a lot of money; That is expected in a technological company. The really surprising thing is that he invests much more than his rivals.
Intel invest more than anyone in R&D, but be careful: their rivals squeeze the step
An analysis by Techinsights cited In Korea Joongang Daily It collects the financial results of Intel and some of its rivals in 2024 to study its investments in R&D. According to these data, these were those amounts for various companies:
- Intel: 16,546 million dollars (PDF)
- Nvidia: 12,914 million dollars (Nvidia)
- Samsung: 9,500 million dollars (Joongang)
- TSMC: 6.5 billion dollars (Joongang)
- AMD: 6,456 million dollars (PDF)
That means that Intel invests 28% more than Nvidia – which right now has a much greater dimension – 47% more than Samsung and nothing less than 156% more than AMD or TSMC, which despite the most important company in the world in the manufacture of semiconductors does not dedicate more money than its rivals to innovate.
The thing becomes even more interesting if we compare these R&D investments with the income of these companies. In 2024 Intel invested 31% of its net incomewhile AMD invested 26%. Nvidia only invested 10% – but not to make money with their AI products – but here the truly striking is that Samsung does not seem so interested in its R&D department, because it only invested 4% of its net income.
It is also important to note that in AMD they do not have their own production plants such as the rest of their competitors, so although their investment in R&D was the lowest of these four companies, all that investment went to the chip design in full.
The problem for Intel is that its growth in investment in R&D grew only 3.1% that in 2023. Compared Samsung grew by 71.3% more, NVIDIA 47% more and TSMC 8.8% more. They all seem to press the step more than Intelwhich raises just the opposite.
In fact it is known if in That cuts policy which is carrying out Lip-Bu so will also end up cuts in the division and cost of R&D, but It seems possible that it is so. If so, this 2025 NVIDIA may end up being the company that spends the most in R&D, especially to try not to lose its privileged position in the AI market.
Image | Intel
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