Qualcomm Said to Have Approached Intel About Takeover Bid

[john_]

That’s not entirely true and on the contrary, they are fighting, with a way smaller budget and getting decent results.

I mean that Nvidia can destroy them any day they like. They will not do it because of margins and other reasons, but they can. AMD keeps putting MSRP prices on it's GPUs based on Nvidia prices not to just enjoy better profit margins, as many are whining all the time, or just use it as an example to keep paying Nvidia, but because they know they can't win a price war. They don't have the technology advantage, they don't have the strong brand in GPUs, they don't have tech and consumer support, they don't have the necessary wafers from TSMC. If AMD was dropping the price of 7900XTX to $600, Nvidia would drop the price of 4800 SUPER at $700 and still sell more cards while making much higher profit from each card compared to AMD.

So, Nvidia can move the market in any direction they want and it is one of the reasons why I was insisting that Intel will NEVER abandon gaming GPUs no matter how bad ARC is doing in sales, when others had it certain that Intel will abandon it's efforts because it was bleeding money. 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". AMD could follow with something similar on AM6 or AM7 and Intel end up being the poor platform for business PCs, lacking GPU power to compete in other markets. That's why we hear left and right that Intel might sold this part of the business, or that part of the business but NO ONE says anything about Intel dropping discrete GPUs. It's way to important today.

That's what I mean they can't fight Nvidia. Nvidia totally controls the GPU market.

 

[Neo_Morpheus]

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".

IBM tried that with MicroChannel back then and everyone went with the inferior but open options.

Then again, we had smarter consumers back then…

 

[lexluthermiester]

Then again, we had smarter consumers back then…

That is certainly true. People were far less like sheep...

 

[dyonoctis]

Everything 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.

You 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 . 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.

 

[semantics]

You 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 . 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.
View attachment 364281

Google already switched to TSMC. Tensor G4 is basically just G3 with minor updates as they've long decided to ditch samsung G4 is just a filler because the TSMC one wont be ready till next year.

 

[AusWolf]

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

Are you sure?

Intel Awarded Up to $3B by the U.S. Administration for Secure Enclave

The Biden-Harris Administration announced today that Intel Corporation has been awarded up to $3 billion in direct funding under the CHIPS and Science Act for the Secure Enclave program. The program is designed to expand the trusted manufacturing of leading-edge semiconductors for the U.S...

www.techpowerup.com

 

[DeathtoGnomes]

I think these rumors are nothing but FUD, I mean who would be the real winner here if its true, Intel.

 

[lexluthermiester]

I think these rumors are nothing but FUD

Agreed.

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

Not really.

 

[Neo_Morpheus]

Are you sure?

Intel Awarded Up to $3B by the U.S. Administration for Secure Enclave

The Biden-Harris Administration announced today that Intel Corporation has been awarded up to $3 billion in direct funding under the CHIPS and Science Act for the Secure Enclave program. The program is designed to expand the trusted manufacturing of leading-edge semiconductors for the U.S...

www.techpowerup.com

Too big to fail….

One of us…

Never leave anyone behind….

Cmon man, you are one of the smart ones here.

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

Agreed.

Not really.

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

I really dont.

 

[chrcoluk]

Cant see it happening, and I also dont understand why anyone on here would want it to happen.

We need at least 2 CPU manufacturers who's primary focus is x86-64.

 

[lexluthermiester]

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

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

 

[mb194dc]

As I posted earlier, pump n dump news play.

Surprised 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...

 

[Daven]

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

Wow...

 

[R0H1T]

Maybe

SEC sleeping these days?

You missed the last ~100 years apparently

 

[maximumterror]

Surprised 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...

...give me 50 billion and i will buy them the next day

 

[Neo_Morpheus]

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

I do, all the time and why i cant comprehend the almost 4 pages by now, of excuses on behalf of poor and defenseless Intel.

The truth is, they are a company that its on a death spiral and a prime target for another company to take over it.

But the white knights are all out making possible excuses to cover this plus covering/ignoring all of their anticonsumer actions that affected everyone, including the white knights.

So perhaps your advice might be a good one to consider practicing.

 

[AusWolf]

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

Exactly, and that makes them special. They're the only US-based company that manufactures its own design chips in its own fabs. They're strategically important in our current Cold War Lite (TM).

 

[lexluthermiester]

excuses

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

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

This. And do they it very well.

 

[Neo_Morpheus]

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

Perhaps, but lets be honest my friend, plenty of the so called “reasons” are wishful excuses.

Qualcomm, like many others are American companies with enough clearance and engagement with the gov to be cleared in taking over intel.

Granted, there will be concessions , restrictions and conditions, but it can definitely happen.

Heck, it could happen to Boeing right now, it might be that the few players that could, are simply not interested in getting themselves into that mess.

 

[R0H1T]

Here's the part I was talking about ~

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.

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.

Sorry, there’s no way Qualcomm is buying Intel

Is this from the same gossips who were wrong about Altera and Mobileye or the DoJ subpoenaing Nvidia?

www.theregister.com

 

[Dr. Dro]

Here'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.

Sorry, there’s no way Qualcomm is buying Intel

Is this from the same gossips who were wrong about Altera and Mobileye or the DoJ subpoenaing Nvidia?

www.theregister.com

Realistically 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.

 

[AusWolf]

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.

That's a good point actually.

 

[R0H1T]

Realistically 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.

UK 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.

Apple's First 5G Chip for iPhones Reportedly Won't Support mmWave

Apple is rumored to have been working on its own 5G modem for iPhones since 2018, but the first version of the chip might lack mmWave support. Taiwanese industry publication DigiTimes today reported that Apple's in-house 5G modem has yet to incorporate mmWave technology. Until that changes...

forums.macrumors.com

 

[Dr. Dro]

UK 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.

Apple's First 5G Chip for iPhones Reportedly Won't Support mmWave

Apple is rumored to have been working on its own 5G modem for iPhones since 2018, but the first version of the chip might lack mmWave support. Taiwanese industry publication DigiTimes today reported that Apple's in-house 5G modem has yet to incorporate mmWave technology. Until that changes...

forums.macrumors.com

Yeah, Softbank. But iirc, administratively speaking ARM remained UK-based throughout. My remark only really touched the ideological side of it, really. Intel's a delicate beast because of its very deep roots and extreme CapEx. Qcom is one of the few companies I see being able to merge with Intel, though, the other being Apple 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).

 

[R0H1T]

The issue is market conditions and demand for both their products. QC is going down in terms of market dominance slowly but surely. They have entered PC, but the jury's out on that. Intel's going down even worse, and their fabs are way below par wrt TSMC right now. Lastly, China ~ they're adding way more fab capacity and building big chips themselves! Do you want to take a $200 billion punt on the rest of the world being able to replace maybe half of China's demand in the next 10~20 years?