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High R&D spending does NOT guarantee growth and/or high shareholder returns
The chart below courtesey of Eric | AI & Tech Investing shows semiconductor companies ranked by R&D over the last 12 months. $INTC $QCOM $NVDA $AMD $TSM lead the way. Intel has spent over $100B in R&D over the last decade. Despite that, they have the 2nd lowest shareholder return of all these companies (see addt'l chart below). Intel has generated $52.9B in revenue over the last twelve months. A decade ago, Intel generated $52.4B in revenue. An important cautionary tale for investors: R&D doesn't guarantee growth. Source: Eric | AI & Tech Investing
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