Report: Qualcomm Made a New Bid to Purchase Intel

garlin · Sep 20, 2024

Anti-trust 8 Ball says "Outlook not so good". If NVIDIA can't buy ARM, no way will Qualcomm be allowed to buy Intel with its own push into AI & ARM chips.

Steve C · Sep 21, 2024

I'm amazed Intel is in a situation where it can be taken over

Almighty1 · Sep 22, 2024

Qualcomm Market Capitalization $188.18B
Intel Market Capitalization $93.19B

So Intel is basically 49.5% of Qualcomm

and AMD Market Capitalization of $252.40B will eat them both for lunch and dinner. Never knew AMD got that big since Intel was the biggest.

garlin · Sep 22, 2024

Intel has been lagging for over a decade, by under-investing in their chip plants and now the hangover's due.

AMD used to design chips, and famously manufactured them. But they spun off the manufacturing arm.
Intel continues to design and manufacture chips, but is too cheap to reinvest. Instead it wanted to focus on stock dividends, to inflate the stock price.

During the same decade, Taiwan's TMSC came out of nowhere and became the top chip manufacturer. As they don't design chips, they're a great partner for other leading tech companies.
Which ones? Apple (ARM), NVIDIA (GPU + AI), and strangely enough AMD.

Intel's getting hammered because ARM owns the mobile market, and it's making headway into normal PC's and servers. Gets hammered by NVIDIA & AMD in the huge GPU market. Doesn't have a decent modem chipset like Qualcomm. Doesn't compete for other non-CPU chips against Broadcom. And TMSC isn't going to lose customers because TMSC invests billions more back into its chip plants. When AMD used to make chips, Intel only had to invest just more than them. TMSC is in a different ballpark as a pure chip maker.

The current market caps reflect this shift. Intel's had terrible management, it's like Boeing.

pseymour · Sep 22, 2024

Probably the best concise answer to what happened to Intel I've seen in while.

BrianInEngland · Sep 22, 2024

garlin said:
Anti-trust 8 Ball says "Outlook not so good". If NVIDIA can't buy ARM, no way will Qualcomm be allowed to buy Intel with its own push into AI & ARM chips.

Yes, here in the UK MS had to fight with the competition authority for about a year with the Activision purchase, and a lot of concessions were made

Almighty1 · Sep 23, 2024

garlin said:
Intel has been lagging for over a decade, by under-investing in their chip plants and now the hangover's due.

AMD used to design chips, and famously manufactured them. But they spun off the manufacturing arm.
Intel continues to design and manufacture chips, but is too cheap to reinvest. Instead it wanted to focus on stock dividends, to inflate the stock price.

During the same decade, Taiwan's TMSC came out of nowhere and became the top chip manufacturer. As they don't design chips, they're a great partner for other leading tech companies.
Which ones? Apple (ARM), NVIDIA (GPU + AI), and strangely enough AMD.

Intel's getting hammered because ARM owns the mobile market, and it's making headway into normal PC's and servers. Gets hammered by NVIDIA & AMD in the huge GPU market. Doesn't have a decent modem chipset like Qualcomm. Doesn't compete for other non-CPU chips against Broadcom. And TMSC isn't going to lose customers because TMSC invests billions more back into its chip plants. When AMD used to make chips, Intel only had to invest just more than them. TMSC is in a different ballpark as a pure chip maker.

The current market caps reflect this shift. Intel's had terrible management, it's like Boeing.

I wonder has AMD performance beaten Intel yet or is there still advantages to Intel? I mean it's even called amd64 as far as the 64 bit processors go.

TSMC was always big as they made chips for NVIDIA and ATI. ATI is basically what AMD bought so not sure if they already had TSMC making their CPUs or is it only because of ATI that AMD bought.

SIW2 · Sep 23, 2024

Almighty1 said:
Qualcomm Market Capitalization $188.18B
Intel Market Capitalization $93.19B

So Intel is basically 49.5% of Qualcomm

and AMD Market Capitalization of $252.40B will eat them both for lunch and dinner. Never knew AMD got that big since Intel was the biggest.

I think the billion plus AMD got as settlement from Intel in the antitrust ruling a few years ago set them on the path to ryzen and massive market share.

https://www.amd.com/en/legal/notices/antitrust-ruling.html

In addition to a payment of $1.25B that Intel made to AMD, Intel agreed to abide by an important set of ground rules that continue in effect until November 11, 2019. Intel also entered into a Consent Decree with the United States Federal Trade Commission in October of 2010 that continues in effect until October 29, 2020 that imposes further restrictions and requirements intended to foster competition in the x86 semiconductor market.

Intel on the naughty step. If I recall correctly, analysts at the time reckoned AMD would have been awarded around $4B in court, but both parties settled. It wasnt all that long after they received the cash they came out with the first ryzen and Intel has been playing catch up since.

Almighty1 · Sep 25, 2024

SIW2 said:
I think the billion plus AMD got as settlement from Intel in the antitrust ruling a few years ago set them on the path to ryzen and massive market share.

https://www.amd.com/en/legal/notices/antitrust-ruling.html

Intel on the naughty step. If I recall correctly, analysts at the time reckoned AMD would have been awarded around $4B in court, but both parties settled. It wasnt all that long after they received the cash they came out with the first ryzen and Intel has been playing catch up since.

It had more to do with 64bit processors as Intel uses AMD64 as well and probably had more to do with ATI which is the only other big player besides NVIDIA in the real GPU area. I always thought AMD processors still had some areas where the Intel is better in performance, not sure how it compares now. AMD Chipsets were faster than Intel but buggy. $1B is nothing to Intel.

AMD Reached New CPU Market Share Record Against Intel In 2023

AMD reached a new record in x86 CPU market share against Intel in 2023 thanks to gains it made in the server and PC segments.

www.crn.com

Report: Qualcomm Made a New Bid to Purchase Intel

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