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The embattled chip giant has become a takeover target in recent days, but the tough act of separating the pros from the cons ...
10monon MSN
Doubts about the Qualcomm-Intel deal stem from uncertainty over how Intel's manufacturing fits into Qualcomm's design focus.
QCOM eyes an earnings beat with AI-fueled growth and key acquisitions, while AVGO surges and INTC lags behind.
One analyst notes that Intel’s situation doesn’t seem dire enough for the company to settle for a “fire sale.” Plus, Qualcomm could see Intel’s foundry assets as a headache.
Apple could move to a dual-sourcing semiconductor strategy with next-gen 1.4nm chips using both Intel and TSMC for future ...
If Qualcomm were to acquire all of Intel in a stock-for-stock deal with a 25% takeover premium, i.e., at $27.50 per share, it would have to issue one QCOM share for every 6.1 INTC shares.
Shares of Intel rose nearly 3% on Monday, after media reports late on Friday about Qualcomm's early-stage approach for the struggling chipmaker. Qualcomm's shares were down 1.8%.
If Qualcomm (or anyone else for that matter) bought Intel, they’d need to renegotiate that deal — and AMD isn’t likely to offer charitable terms now that it’s no longer on death’s door.
In particular, Qualcomm calls out the fact that Lunar Lake chips consume 38% more power at peak performance. Of course, performance wasn’t Intel’s biggest claim with the Core Ultra Series 2.
While Intel has a roughly $93 billion market capitalization, the company would likely only accept a deal at a significant premium, which could mean "significant financing needs" for Qualcomm.
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