Replies to post #125173 on Intel Corp (INTC)

[ibc]

How much profit does Intel generate per mm^2 for mobile silicon vs. foundry silicon?

Is this delta enough to offset the gigantic volumes that QCOM / Mediatek may provide?

It's not like QCOM / Mediatek are making PCs or servers.

[Dmcq]

re: Sure, but is agreeing to build Qualcomm chips really a "good plan" for the future?

Sure it makes more of a profit per chip that it sells, but if it doesn't sell a chip it makes nothing. Smartphones is jam tomorrow always another year away and now it has moved to 2015. If Intel had started selling its foundry business a couple of years ago it might not now have so much competition in the foundry market and it could have slowed the fall in the PC chip prices and the threat to the server market. The SoC market with IoT and networking and suchlike is even less likely to be dominated by anything along the Quark lines.