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Qualcomm Wants to Buy Intel

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Re: Qualcomm Wants to Buy Intel

#5

China will block this deal from ever happening.

What would motivate this

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.

Re: Qualcomm Wants to Buy Intel

#6

China will block this deal from ever happening.

What would motivate this

"So, why is Qualcomm under so much pressure? China is one significant reason. China is one of their critical worldwide markets and both the US and China governments seem to be increasing pressure on various US companies, including Apple, Qualcomm and Google."

https://www.rcrwireless.com/20230911/uncategorized/kagan-how...

Re: Qualcomm Wants to Buy Intel

#9
Wasn't there some clause in the Intel/AMD x86-64 cross-licensing deal which voids it if either company changes ownership? I have some recollection of that being a thing.

But to be fair, Qualcomm might not care.

Re: Qualcomm Wants to Buy Intel

#10
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/articles/24/07/24/apple-has-reporte...

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