Yes, Intel 14nm Really is Delayed...And They Lost $600M on Mobile
Intel server profits are growing, which isn't a big suprise. But mobile losses are high. Although the amount lost by the Other Intel Architecture Group had a loss of $606M, that is actually down slightly from Q2 but up a lot from last year when they lost "only" $235M. This group includes Atom, the Infineon Wireless unit they acquired (which finally seems to have an LTE modem although I gather it is manufactured by TSMC not Intel), and the set-top/gateway chip unit (which I confess I didn't know existed). At around $2.5B/year Intel is investing a lot into mobile. Even with some capital costs, that is a lot of people.
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