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I really don't see it. Maybe a merger of some sort but still. Has Qualcomm anything to gain from taking intel, and likewise intel from being merged in?
Qualcomm 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…
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What’s bad for US semiconductor manufacturing (I.e. a poor and cash starved Intel) buys China more time to catch up to frontier fab tech. If Qualcomm buys Intel, the optimistic scenario (for the US) is a stronger domestic player.
If that were true they’d denial-of-service every possible merger
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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.
A large part of the success of this new platform is how fast devs can adapt / fix their apps to work natively. Apple, for instance, provided dev mules for OSX ARM --- and their rollout of Apple Silicon was smoother than anyone could have hoped. Windows ARM -- still borked in SOOO many ways -- and its 10+ years old now.
Internally, nearly 20 years. It was kept alive for a long time by a single individual as a side project. When I first got out of college I actually helped update tests that were being used for it (I maintained the ARM compiler test harness, and it was being used for some Windows on ARM stuff as well).
Microsoft has never went fully in on arm, whereas Apple was willing to burn bridges and start brand new.
Qualcomm 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.
Qualcomm makes lots of their money by holding a monopoly on wireless chip patents. They use lawyers to bully other companies out of the space. You can compare this with the patent wars of the companies in Silicon Valley which came to halt when the orgs realized they were effectively giving money to lawyers instead of innovating. Qualcomm doesn’t really have real competition in Southern California. It’s cheaper for th…
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How exactly would a foreign power block two US companies from merging when it has no significant stock holding in either?
Major markets like EU and China often do have a major influence on mergers even though the companies merging could be based in the US and most shareholding could be US. I think it goes like this: The major market regulator could say directly/indirectly: Hey you can merge in the US ... but good luck operating in our geography in a frictionless manner if we are against your merger. As a regulator we can make life hell…
CEO to board: We want to acquire $LESSER_COMPANY, but China opposes. We can go through, but we'll lose easy access to that market, and in net terms our valuation will drop.
Board: Forget it.