No idea who might be infringing on what, but I'm quite sure Qualcomm's lawyers would quickly figure out which companies they'll put the squeeze on. Or just throw spaghetti against the wall and see what sticks. AMD, Apple (think Rosetta), TSMC, cloud providers, etc.
ex. https://finance.yahoo.com/news/amd-laptop-oems-decry-poor-16...
Granted, Qualcomm has interests in ARM so this might actually be what they want: Embrace, No Extending, Extinguish.
I believe Intel's licenses to AMD's IP would terminate, but not the other way around.
I'm sure there would be plenty of lawfare, though.
76k+26k=102k
They shouldn't have 20k more people with half the revenue.
It could survive for years in maintenance mode as long as people continue using it.
Qualcomm currently has close to zero Server revenue. And they have already failed twice to enter that market. Intel on the other hand has plenty of expertise and network. Potential synergy with GPU for a top to bottom mobile to datacenter GPU design. There isn't a single GPU vendor who does that currently. Qualcomm also has the expertise in both Digital and Analog custom chip design which is extremely useful for telling the Intel Fabs what they need to work and deliver on.
Qualcomm is probably the top 5 most hated company on HN. This skewed most opinions, but they were also the number 1 spot on spending R&D to revenue ratio in the tech sector for many years.
I would have been 100% supportive of the move if Steve Mollenkopf was still the CEO or at least Chairman of Qualcomm. But I guess he will now be very busy at Boeing. Not so sure about current CEO Cristiano Amon if he could lead the new Qualcomm + Intel.
It's not like Qualcomm has been the most innovative company ever, they make ARM/Cortex based chips (which is almost a commodity) and control the baseband/modem market because of their patents, so unlike Intel the have basically no competition.
If you invested $1 in Intel in 1998, your investment would still be worth $1. Less than that if you adjust for inflation.
If you bought one shared near the end of 1998, you would have paid around $30. That share would be worth around $22 now. So, you would have gained around $9 not accounting for reinvestment of dividends.
Not a good return on investment, in comparison, but you picked 1998 in the middle of the dot com boom. If you picked the end of 1995, you'd have paid $7 and have around $40 today, which isn't too much worse of a return than the S&P 500.
This isn't to say Intel hasn't been poorly managed, by the way.
If you bought $10,000 of INTC in Sept 19th, 1998 and held it to today the stock would be worth $17,000 and you would've collected almost $12,000 in dividends.
That's still crap. The only way you'd be in decent shape is if you took the dividends and invested those in any of INTC's competitors.
AMD starting to execute properly only made their headaches that much worse, but they had been far too fat for too long.
And had they stuck with XScale it I don't think it would be surprising if they ended up in Qualcomm's current position (default high-end ARM CPU maker). Yet they consciously decided to throw it all away..
If you didn't reinvest the dividends you'd be ahead, though. Which is kind of ironic - but you'd have taken out a fair bit of money from 2016-2022 when the price was high.
They also had a stock split in 2000, and I’m not sure the parent comment is accounting for that.
Is pretty good.
That's not saying the China would love it, or that they wouldn't have leverage. But regulatory power has its limits and it's not like every nation gets a veto on every merger.
If Qualcomm somehow actually convinces Intel to sell, that means Intel is immediately out of business because all they (could) make are x86 CPUs. AMD would likewise become a zombie overnight with only their Radeon GPUs remaining on their catalog.
It's far more likely for AMD to come and bail Intel out if things really came to that.
What's embarassing about this is that Qualcomm could actually go and ask Intel if they're selling without it sounding like a complete joke. That signifies how far Intel has fallen, Qualcomm trolled Intel and actually got away with it.
I'm willing to bet AMD would sooner spend money bailing Intel out to keep that going first before entertaining thoughts about sharing their cake.
But the amount of Folks that comment on these Mergers & Acquisitions(M&A) sorts of articles and the US regulations regarding M&As and the main litmus test for rejection there being if that Acquisition will reduce the competitive landscape of Intended market players that compete in that market!
And So Qualcomm's Snapdragon X Elite and previous Windows on ARM Laptop/PC products are more direct competition to Intel's/AMD's Windows on x86 products! Linux on ARM as well, as Tuxedo Laptops(Linux OS Based OEM) is planning on releasing a Snapdragon X Elite Linux OS based laptop!
That and Intel only controls the IP surrounding the x86 32 bit/Earlier 16/8 bit parts of the x86 ISA while AMD's the IP owner of the x86 64 bit ISA extensions! But Intel and AMD have a cross licensing agreement between them for their respective parts of the x86 ISA IP rights and so Intel has no legal right to transfer AMD's x86 64 bit ISA extensions License to any third party and ditto for AMD and any of the 32 bit earlier parts of the x86 ISA that are Intel's IP.
Qualcomm or any other competitor in the CPU/dGPU market will not be able to get past the regulators easily and Nvidia can not acquire Intel because of Intel's Discrete GPU market presence where Intel's ARC/Later Discrete GPUs are a welcome 3rd player attempt at the low end to mainstream dGPU market place Competition against AMD and Nvidia!
They've 'caught on fire' many times, such as the time login/2fa broke, or the weeks/months where you were rate-limited to only a few hundred interactions per day.
It was Musk's actions.
(I hope I didn't give Elon Musk a bad idea concerning how to pitch his agenda to advertisers ;-) ).