[dupe]
Some more discussion: https://news.ycombinator.com/item?id=41604817
Qualcomm Wants to Buy Intel
21–30 of 109 posts
Re: Qualcomm Wants to Buy Intel
#22Re: Qualcomm Wants to Buy Intel
#23[deleted]
Re: Qualcomm Wants to Buy Intel
#24Qualcomm consists of at least 4 lawyers for every engineer. If this happens expect a lot more lawsuits making anything involving hardware much more expensive for everybody.
Re: Qualcomm Wants to Buy Intel
#25This would not be good for either party.
And Qualcomm would only do this to kill x86 prematurely which I'm sure AMD will pick up on.
Re: Qualcomm Wants to Buy Intel
#26Earlier quoted context omitted.
How exactly would a foreign power block two US companies from merging when it has no significant stock holding in either?
Same way Europe exercises outsized antitrust influence in the US: threatening to fine US entities, and if necessary deny them access to the European market. It would be tricky, though, because my sense is that China still needs Intel/Qualcomm more than they need China. At the same time, it would be pretty deadly to be denied access to that market and your products subject to excess tariffs if imported by others.
To the poster, Europe does not exercise outsized antitrust influence in the US. Many of these companies have their tax residency in the EU. There is no need to "deny" anything. If the company gets fined and it refuses to pay the fine, EU seizes the money in one of many bank accounts in Europe.
Re: Qualcomm Wants to Buy Intel
#27Qualcomm still hasn't shipped any of the Snapdragon X dev kits, two months and counting. If they can't deliver on their promises (that and CoPilot PCs having very disappointing sales), how could they do anything besides further drag down Intel? Not only that, it sounds like a major customer (Apple) is close to finally ditching Qualcomm's wireless chips? (At least that's been rumored [1]) [1] https://appleinsider.com/…
When this platform was heralded as the “AI” desktop, I pre-ordered both the dev kit and a laptop. Like many of you, I’ve experienced a months-long delay in the delivery of the dev kits. Although I STILL don't have my devkit, I received my laptop pretty much on time. -- and I quickly discovered that despite Windows on ARM (WOA) being over a decade old, the support for open-source tooling is as complete as Swiss cheese. Key Python modules are missing, and even the Git command-line (git bash) client isn’t functional yet!
I mean, forget about basic open-source development, let alone performing AI inference work on your new Snapdragon laptop.
After some digging, I’ve learned that just four overworked developers in Prague make up the core team unclogging this tooling dependency log-jam. Gah!
For what it’s worth, WSL2 (Linux on Windows) actually runs quite impressively on the Snapdragon X.
Re: Qualcomm Wants to Buy Intel
#28Intel has focused on manufacturing efficiency for years now. Their innovation abilities have been lacking. A combination of Qualcomm and Intel will be a powerhouse. Intel as an entity will disappear but Qualcomm will be the stronger for it. I doubt Intel will go for it but I hope it happens.
> Their innovation abilities have been lacking
And Qualcomm's haven't? What did they really design besides the Snapdragon X Elite in the last 10+ years?
> but I hope it happens
So more industry concentration and even less competition would somehow be a good thing?
Re: Qualcomm Wants to Buy Intel
#29>Is this how arm vs x86 ends? No... Intel isn't the only one that makes x86 processors and Qualcomm isn't the only one that makes arm. Separately, Intel should sell them the flagging chips business and keep the fledgling foundries business separate.
> flagging chips business
Is it "flagging", though? Intel still seems to be pretty good at designing chips and their next gen laptop chips (made at TSMC) are allegedly more power efficient than the Snapdragon Elite (of course remains to be seen). It's the foundry that's dragging down.
Re: Qualcomm Wants to Buy Intel
#30Qualcomm still hasn't shipped any of the Snapdragon X dev kits, two months and counting. If they can't deliver on their promises (that and CoPilot PCs having very disappointing sales), how could they do anything besides further drag down Intel? Not only that, it sounds like a major customer (Apple) is close to finally ditching Qualcomm's wireless chips? (At least that's been rumored [1]) [1] https://appleinsider.com/…
Companies should do what they say they're going to do, but these dev kits are an example of something that's relevant to HN but not to Qualcomm's business.