by russellbeattie on 9/20/2024, 8:48:57 PM
by synergy20 on 9/20/2024, 7:51:59 PM
Intel is 1/3 of AMD by market cap but 6x the employee, that's 18x difference. If QCOM takes over INTC, they might need let a LOT go to revamp it, like 80% of them.
by Animats on 9/20/2024, 7:44:10 PM
That's Qualcomm proposing to take over Intel!
by mark336 on 9/22/2024, 4:41:48 AM
Qualcomm's recent issues include their contract with Microsoft to provide chips for the Co-Pilot+ pcs ends in November. And CoPilot PCs with Qualcomm's Snapdragon X Elite chips have serious performance issues playing games. See my tech news site about this: https://asiaviewnews.com/gigabots/threads?p=20008 and https://asiaviewnews.com/gigabots/threads?p=10006
by ksec on 9/21/2024, 3:22:38 AM
Only mentioned it abut two weeks ago [1] it would be great if Qualcomm buy it as whole and not certain parts. And two months [2] ago about Intel being attractive as an acquisition target.
Qualcomm currently has close to zero Server revenue. And they have already failed twice to enter that market. Intel on the other hand has plenty of expertise and network. Potential synergy with GPU for a top to bottom mobile to datacenter GPU design. There isn't a single GPU vendor who does that currently. Qualcomm also has the expertise in both Digital and Analog custom chip design which is extremely useful for telling the Intel Fabs what they need to work and deliver on.
Qualcomm is probably the top 5 most hated company on HN. This skewed most opinions, but they were also the number 1 spot on spending R&D to revenue ratio in the tech sector for many years.
I would have been 100% supportive of the move if Steve Mollenkopf was still the CEO or at least Chairman of Qualcomm. But I guess he will now be very busy at Boeing. Not so sure about current CEO Cristiano Amon if he could lead the new Qualcomm + Intel.
by bornfreddy on 9/20/2024, 8:44:55 PM
by osnium123 on 9/20/2024, 9:13:11 PM
China will block this deal if they think it’s good for the US semiconductor industry.
by Dalewyn on 9/20/2024, 7:50:19 PM
Here's a non-paywall, non-captcha, non-JavaShit version of the article courtesy of Reuters and archive.is: https://archive.is/MR3PZ
by FDAiscooked on 9/20/2024, 7:21:35 PM
Intel has been atrociously managed.
If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.
This is like Oracle buying Sun. Qualcomm is a famously litigious company. They'd decimate the workforce and rely on Intel's patent portfolio to make the takeover worth it
No idea who might be infringing on what, but I'm quite sure Qualcomm's lawyers would quickly figure out which companies they'll put the squeeze on. Or just throw spaghetti against the wall and see what sticks. AMD, Apple (think Rosetta), TSMC, cloud providers, etc.