john_Because tomorrow Nvidia can say "I have a new ARM platform for desktop and laptop PCs and all my new high end and enthusiast cards will be released primary on that platform and only many months later on x86 platforms. And because i am using a new proprietary interface, they will perform better on my ARM based platform while also being cheaper than the ones sold for the x86 platform".

Neo_MorpheusThen again, we had smarter consumers back then…

DavenEverything you stated is incorrect. IFS is part of Intel. It is not taxed separately. I understand exactly how it works.

Intel's only reason to play accounting tricks to make it seem they split off IFS is to get orders from Apple, AMD, Nvidia, Qualcomm, etc. without conflict of interest. That has not happened and will not happen. Intel WILL sabotage any chip orders received from these companies in order to give them a leg up in the market. This is why Intel has received close to ZERO chip orders from other companies. The proof is in the pudding as they say. Only people like you play into the subterfuge but unfortunately for Intel, you are not in charge of a large chip design firm.

dyonoctisYou mean American companies don't trust other American companies in that specific context*. Google and Qualcomm both made chips at Samsung fabs even though those guys are very active in developing their own Exynos SoC (with AMD RDNA GPU tech inside) competing with them. The Samsung CEO went to prison for bribery and embezzlement :D. But it's fine since they are not American.

The conspirationist in me want to say that Samsung is single-handedly responsible for Google Tensor's poor performance for 4 generations straight, but Google has been too stupid to figure it out.

DavenIntel is not special. Not anymore. And not ever again.

DeathtoGnomesI think these rumors are nothing but FUD

DeathtoGnomesI mean who would be the real winner here if its true, Intel.

AusWolfAre you sure?
www.techpowerup.com/326690/intel-awarded-up-to-usd-3b-by-the-u-s-administration-for-secure-enclave

lexluthermiesterAgreed.

Not really.

Neo_MorpheusI dont understand the blind support for a company that had zero issues in screwing us the consumers over and over.

thesmokingmanAs I posted earlier, pump n dump news play.

lexluthermiesterIt's not blind support. It's called looking at reality impartially & objectively and without bias. Try it sometime.

mb194dcSEC sleeping these days?

mb194dcSurprised it's even legal tbh. SEC sleeping these days?

In the last week, had the US government bunging intel money, then the AWS news, then this... Pretty transparent stock price manipulation.

What Intel need is another breakthrough like Core in 2006. AMD were starting to eat their lunch then as well. Without that, they'll stay firmly in decline.

No idea why Qualcomm would be interested in them as they are now...

lexluthermiesterIt's not blind support. It's called looking at reality impartially & objectively and without bias. Try it sometime.

Neo_MorpheusThats just the US Gov protecting their own, just like Boeing.

Neo_Morpheusexcuses

AusWolfThey're the only US-based company that manufactures its own design chips in its own fabs.

lexluthermiesterThere is a big difference between making excuses and explaining reasons.

In fact, Chipzilla may not be worth much to Qualcomm unless it can renegotiate the x86/x86-64 cross-licensing patent agreement between Intel and AMD, which dates back to 2009. That agreement is terminated if a change in control happens at either Intel or AMD. There are also prior pacts between AMD and Intel.

R0H1THere's the part I was talking about ~

Obviously the exact T&C are confidential, but if push comes to shove, AMD can drag QC through the court for billions! Again, only if this goes through, which would be a hard sell right now.
www.theregister.com/2024/09/21/qualcomm_intel_takeover/

Dr. DroQcom is also an American company through and through, having been founded by American businessmen in American soil (just like Intel), so the government would be a lot less likely to intervene on national security grounds, at least as long as it keeps having a say and this implicit, indirect control they seem to have over Intel.

Dr. DroRealistically speaking, such crucial agreements would be renegotiated immediately as part of any takeover bid (likely to AMD's immediate benefit). Qcom is also an American company through and through, having been founded by American businessmen in American soil (just like Intel), so the government would be a lot less likely to intervene on national security grounds, at least as long as it keeps having a say and this implicit, indirect control they seem to have over Intel. The attempted takeover of ARM by Nvidia was largely against the interests of the UK government, and I'd say that was a big reason why it failed - not to mention it'd have very real industry-wide implications. I don't see those happening here, not in the same scale anyway.

R0H1TUK govt? From what I remember, it is majority owned by a Japanese firm, and China had the biggest issue with that deal. I don't remember the exact timeline, but those things happened and, of course, COVID. The issue with Intel is Capex; it would have to be a leveraged buyout, and QC isn't likely going to want that anytime soon! Given they'll lose Apple money in the next 2~4 years and possibly major parts of the Samsung lineup as well. Taking that amount of debt will tank the new combined firm's stock price as well. There's no way this goes through unless Intel offloads their fabs and someone still banrolls the deal.

forums.macrumors.com/threads/apples-first-5g-chip-for-iphones-reportedly-wont-support-mmwave.2437043

AusWolfThat's a good point actually.

Dr. DroApple itself (although I wager they'd be primarily interested in Intel's foundry business if anything, since their whole business relies on TSMC way too much).

R0H1TDo you want to take a $200 billion