Intel
A major semiconductor company that designs and manufactures computer processors and other technology components.
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How Intel compares
7 creators weighed in
TSMC
Direct rival
world's largest chip foundry
Intel designs and makes its own chips; Neil says it's only about 2x behind TSMC on power efficiency. Trae notes Intel's yield rates are still low.
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5 creators
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Intel designs and makes its own chips; Neil says it's only about 2x behind TSMC on power efficiency. Trae notes Intel's yield rates are still low.
"The best processes that we have in the west, like Intel, not that far behind — at worst maybe 2x worse performance per watt, and the gap is just far smaller than you would make it out to be if you follow the chip board dialogue."
Compared to TSMC; framed as a viable western alternative with only ~2x performance-per-watt gap
"I've been writing about the problem of this dependency on TSMC for years. Actually, one of my first articles in 2013 was exhorting Intel — you have to build a fab business. The scarcity is what ultimately saved Intel."
Compared to TSMC as the alternative foundry; discussed alongside Samsung logic
"Having spent so much of my life there — I joined when I was 18. I went through puberty at Intel. Grove, Moore, Barrett — they were my mentors, deeply technical people. One of the things that went off the rail was when it started to be ru..."
Compared unfavorably to TSMC and Nvidia in terms of foundry strategy and GPU development
"The government has made this big bet on Intel, taking an equity position in the company to try to get them to the point where they can be not only a manufacturer of their own chips but also as a merchant supplier of chips to other people..."
Compared to TSMC and Samsung as a domestic alternative for leading-edge chip fabrication
"Intel says its ability to design, fabricate, and package chips makes Terraab actually work"
Compared favorably to TSMC as innovation partner
GPU and AI chip maker
Both are named as part of the trio dominating the chip market right now.
2 creators
2 creators
Both are named as part of the trio dominating the chip market right now.
"I think Nvidia, AMD, and Intel are like 99% of the value right now."
Part of trio dominating chip market with Nvidia and AMD
"Intel jumped to 20% after hours on the back of 13.6 billion in Q1 revenue, only 11% above analyst estimates, but there's five key factors that are coming together to create a new narrative around Intel that are driving the stock much hig..."
Compared to NVIDIA, AMD, ARM in the CPU market; previously missed mobile market unlike TSMC
What creators say
"I sold the company way too early to Intel, but I started and ran the AI group at Intel."
More from Naveen Rao →"The best processes that we have in the west, like Intel, not that far behind — at worst maybe 2x worse performance per watt, and the gap is just far smaller than you would make it out to be if you follow the chip board dialogue."
More from Neil Movva →"I've been writing about the problem of this dependency on TSMC for years. Actually, one of my first articles in 2013 was exhorting Intel — you have to build a fab business. The scarcity is what ultimately saved Intel."
More from Ben Thompson →+1 more mention from Ben
"There is a very interesting point in technological history which was the early days of Intel where Bob made the decision that we will sell to the g..."
"Intel has come into the consortium — Intel is part of the Terra Fab consortium. Intel completed an equity round, which I read was the first time they raised equity since they went public in 1979."
More from Rory O'Driscoll →
"Same is true with Intel's fabs and the other ones. To some degree, the US government has been subsidizing a little bit of the work."
More from Dave Blundin →"Having spent so much of my life there — I joined when I was 18. I went through puberty at Intel. Grove, Moore, Barrett — they were my mentors, deeply technical people. One of the things that went off the rail was when it started to be run by busin..."
More from Pat Gelsinger →"The government has made this big bet on Intel, taking an equity position in the company to try to get them to the point where they can be not only a manufacturer of their own chips but also as a merchant supplier of chips to other people. Their yi..."
More from Trae Stephens →
"Intel looks like it is in a much stronger position. I think the customer traction is the key thing"
More from TBPN →+7 more mentions from TBPN
"So when you see something like, oh, he owns a billion dollars of Intel, it's usually he owns the right to purchase a billion dollars of Intel and h..."
"Intel jumped to 20% after hours on the back of 13.6 billion in Q1 revenue, only 11% above analyst estimates, but there's five key factors that are ..."
"I think Nvidia, AMD, and Intel are like 99% of the value right now."
More from Joe Lonsdale →+1 more mention from Joe
"the guys running the chips companies, Intel, all the other ones, they'd have all sorts of new tactics and new technologies they were building"
"Intel incredibly, we've talked about this so many times. I sold my options unfortunately a little bit too early. Up 442% in the past year, up 114% in the month of April."
More from Peter Diamandis →+1 more mention from Peter
"Intel says its ability to design, fabricate, and package chips makes Terraab actually work"
"Intel for example, right, was a very close partnership between a couple of scientists and a investor called Arthur Rock"
More from Anj Midha →"it's one thing to say, we'll just take 10% stake in Intel. It's a pretty well-known company, pretty important to national security"
More from Liz Hoffman →
"Oh, they're just giving Intel 10 billion dollars because Intel's a disaster and they can't make a real business."
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