Replies to post #116825 on Intel Corp (INTC)

[Elmer Phud]

fpg

Any increase in vertical integration is merely a natural consequence of the trend towards inexpensive, DIY IP.

Parts is Parts

[wbmw]

FPG, once again you are dead wrong.

Fundamentally, cost wise, Intel has the advantage. Here's a hint:

Being one generation ahead means they get the process shrink advantage of the new node, all else being equal in terms of feature set.

Plus, any vendor making an ARM SOC spends some share of the chip cost to TSMC, and to a lesser extent, in licensing to ARM, Imagination, and other IP vendors.

Intel's IP is predominately organic, and they keep 100% of the wafer margin for themselves.