While I agree Intel's R&D budget not giving enough returns, this isn't giving a correct perspective on the subject.
Intel is Xilinx + AMD ( CPU + GPU ) + Nvidia ( Competing with CUDA ) TSMC ( And more since Intel does everything but TSMC relying on many of its partner forming an ecosystem ) + Qualcomm Modem / WIFi + AI Chip + Autonomous Vehicle + Broadcom's Networking ( Consumer to Enterprise Networking Controller ) and many many more smaller things that are not listed.
And since the R&D budget happened during the era where current CEO was the CFO of the company. I wouldn't say Intel doesn't know much about it.
And if we are looking at fiscal results, [1][2], Intel is earning exactly 10x the revenue from AMD. So in terms of dollar generated by R&D they are pretty much in line with industry standards. Now of course in reality Intel is earning likely 80% of their profits from ˜50% of the R&D budget purely on Fabs and x86 CPU. The rest of the R&D budget still provides little returns at the moment, but for example it has been a long time that anyone has the potential to challenge Nvidia 's CUDA or GPU/GPGPU dominance. And Intel's current leaked gigantic GPU offering seems to be just that.
Having said all that. The other side of argument is that there is currently no reason why AMD cant doubl, triple or even 5 times the revenue with its existing R&D budget. Their EPYC line is still doing poorly by (my) standards, only at less than 5% marketing share. Their Desktop are doing well in consumer market but not OEM market ( The majority of Desktop Market ). And laptop has barely stated. And that is all due to AMD's ( comparatively speaking ) incompetence in Sales and Marketing. ( You could properly argue that it was Intel's Sales and Marketing doing its job far too well ).
> Having said all that. The other side of argument is that there is currently no reason why AMD cant doubl, triple or even 5 times the revenue with its existing R&D budget.
I would argue that fab capacity at TSMC is very much a limiting factor [0], putting AMD in the same spot as Intel by selling practically every working chip produced. This puts a cap on the amount of units sold, and with that a soft cap on the revenue. Doubling revenue at this point would mean doubling prices, which would be very unhealthy for their turnover.
The fab production capacity problem is even worse if you consider that basically all current and coming products by AMD (CPUs and GPUs for any of PS5, laptop, PC, server, the new Xbox) are produced on 7nm or 7P, and therefore compete for the limited fab-capacity available.
Intel is Xilinx + AMD ( CPU + GPU ) + Nvidia ( Competing with CUDA ) TSMC ( And more since Intel does everything but TSMC relying on many of its partner forming an ecosystem ) + Qualcomm Modem / WIFi + AI Chip + Autonomous Vehicle + Broadcom's Networking ( Consumer to Enterprise Networking Controller ) and many many more smaller things that are not listed.
And since the R&D budget happened during the era where current CEO was the CFO of the company. I wouldn't say Intel doesn't know much about it.
And if we are looking at fiscal results, [1][2], Intel is earning exactly 10x the revenue from AMD. So in terms of dollar generated by R&D they are pretty much in line with industry standards. Now of course in reality Intel is earning likely 80% of their profits from ˜50% of the R&D budget purely on Fabs and x86 CPU. The rest of the R&D budget still provides little returns at the moment, but for example it has been a long time that anyone has the potential to challenge Nvidia 's CUDA or GPU/GPGPU dominance. And Intel's current leaked gigantic GPU offering seems to be just that.
Having said all that. The other side of argument is that there is currently no reason why AMD cant doubl, triple or even 5 times the revenue with its existing R&D budget. Their EPYC line is still doing poorly by (my) standards, only at less than 5% marketing share. Their Desktop are doing well in consumer market but not OEM market ( The majority of Desktop Market ). And laptop has barely stated. And that is all due to AMD's ( comparatively speaking ) incompetence in Sales and Marketing. ( You could properly argue that it was Intel's Sales and Marketing doing its job far too well ).
[1] https://www.anandtech.com/show/15747/intel-reports-q1-2020-e...
[2] https://www.anandtech.com/show/15754/amd-reports-q1-2020-ear...