Why would Qualcomm offer to buy Intel?

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  • @JeckNoTree
    @JeckNoTree Місяць тому +44

    Qualcomm would not buy Intel's 50B (+ value it is still currently holding) dept is too much of a burden, especially when Qualcomm has not the capital. What I see they maybe would do is just to secure a few shares for better conditions in prices as "shareholders of the company" (in the fabrication business), because this would at least cut them away from the risk of owning a lot of dept.
    In short, I think there is no reasonable reason for Qualcomm to buy intel, nor capacity or budget (no benefit for Qualcomm), from a design standpoint Qualcomm is not here for x86 only maybe for RiskV and Arm Designs.(this is not financial advice)

    • @ashishpatel350
      @ashishpatel350 Місяць тому +2

      I think they would merge with them and then spin off the parts they don't want

    • @tringuyen7519
      @tringuyen7519 Місяць тому +1

      Intel would totally sell its PC CPU division to QCOM if it needed the $! Intel sold its cell phone business to Apple for $1 billion.

    • @ashishpatel350
      @ashishpatel350 Місяць тому

      @@tringuyen7519 Intel sold it to Apple because qcom was going to sue Intel for IP theft

    • @Tom-bt8eg
      @Tom-bt8eg Місяць тому

      ​@@tringuyen7519 i believe its the wireless chipset business not cellphone business, which apple is using for developing 5g chip

    • @JorgetePanete
      @JorgetePanete Місяць тому

      "RiskV" 🗿

  • @nask0
    @nask0 Місяць тому +15

    Imagine that. Not so long ago, while I was working at VMware nobody belive that Broadcom was going to buy them but...¯⁠\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯

  • @MrHaggyy
    @MrHaggyy Місяць тому +1

    I'm pretty sure it's Ian's last point. Qualcomm used to be embedded in a lot of chips. They do have a decently sized chip architecture on their own. But with Intel they can deliver a lot more connectivity inhouse, and they can deliver from an US only geographical standpoint.
    This is very interesting for automotive, aerospace and manufacturing. I doubt this one is about end-customer at all. While they certainly could deliver something like a Nuc for education and enthusiasts to bind people to their products for when they enter a professional context.

  • @CookedPorkchop10
    @CookedPorkchop10 Місяць тому +2

    This is completely unrelated to your video, but I just watched linus's tech support video. I'm a bit late to the party on that, but I think your problem was a corrupt user profile rather than a bad drive. My course of action would be to create a new user profile and see if the problem persists there. If not, its possible to do some trickery in the registry to point the new profile to your old user folder, keeping all your data and only refreshing the currentuser registry hive. Ofc it will be missing certain settings and configurations, but at least you could potentially get a working system again

  • @bratwurst_addict
    @bratwurst_addict Місяць тому +29

    I might have a totally wrong understanding but what Intel has is fab capacity that isn't being used and they're currently selling at a loss. What this could give to Qualcomm is security towards a Taiwan incident among other things like the obvious vertical integration. And I would just guess that Intel has built up a lot of value that the market doesn't appreciate.

    • @kaeota
      @kaeota Місяць тому +7

      Most of Intel's capacity is not usable by anyone outside of intel design teams as their PDK isn't available. Eta is 2026 iirc.

    • @MaxIronsThird
      @MaxIronsThird Місяць тому +9

      they don't need to buy the cow, if they can get the milk for cheap

    • @MaxIronsThird
      @MaxIronsThird Місяць тому +3

      @@kaeota Intel3 is available and 18A is coming in 2025, not 2026.

    • @tringuyen7519
      @tringuyen7519 Місяць тому +3

      @@MaxIronsThirdIntel cancelled 20A. Meteor Lake, Lunar Lake, Arrow Lake, Gaudi 3, Celestial, & Battlemage are all manufactured by TSMC! Intel is full TSMC for 2024 & 2025.

    • @woobilicious.
      @woobilicious. Місяць тому

      @@tringuyen7519 Intel 7 is still decent and not all parts need to be on the latest process, GF for example is sticking exclusively to their 12nm process.

  • @szaszm_
    @szaszm_ Місяць тому +7

    I don't think the PC business is for sale even in chapter 11 bankruptcy. Only in chapter 7.

    • @FireStormOOO_
      @FireStormOOO_ Місяць тому

      That'd be the creditors call more so than Intel's. The managers only get to steer things through bankruptcy if they keep their creditors on side.

  • @metalhead2550
    @metalhead2550 Місяць тому +6

    Don't worry QC would probably sell off every they've bought in a couple of years anyway just like when they attempted server designs

  • @rars0n
    @rars0n Місяць тому +3

    When I think of a "piece" of Intel, I think of Altera. Stuff like that. Not a whole lot of pieces that they can sell off without gutting the major business of the company.

  • @bakagamingcommentary
    @bakagamingcommentary Місяць тому +2

    when saw these article my reaction this onion article, until all other creditable site yeah this is being discussed. this sounds like some Qualcomm board directors got some giant ego thinking they can outright buy intel.

  • @lazerusmfh
    @lazerusmfh Місяць тому +15

    An Intel acquisition will never happen unless it is an American company, the government would stop this sale.

    • @zodwraith5745
      @zodwraith5745 Місяць тому +6

      Let's be real. This would just be the Jews at Blackrock buying a company that's owned by the Jews at Blackrock.

    • @petergerdes1094
      @petergerdes1094 Місяць тому +1

      I could see the us government allowing a purchase by a European ally in exchange for the right inducements/conditions. As far as national security is concerned it's where the fabs and design teams are located not corporate governance that matters.

    • @DSDSDS1235
      @DSDSDS1235 Місяць тому +7

      Qualcomm is?

    • @brokeandtired
      @brokeandtired Місяць тому +3

      @@petergerdes1094 Intel is a core national security asset. If the FTC would refuse to back Nvidias acquisition of Arm, you can damn well believe they will kill any Intel sale unless its a literal fire sale with a LOT of IP.

    • @tringuyen7519
      @tringuyen7519 Місяць тому

      @@brokeandtiredIntel is a core national security asset? Like Boeing? Both are loser companies whose management are completely incompetent!

  • @sloanNYC
    @sloanNYC Місяць тому +4

    It sounds weird for so many reasons. But hopefully these new Lunar Lake reviews show at least Intel is on the right track in some ways.

    • @humanbeing9079
      @humanbeing9079 Місяць тому +3

      Ad least according to computerbase's testing using cinebench, Lunar lake either scores the same as M3 at double the power (33 Watts), or half the score as M3 at the same power.
      Both chips are on TSMC N3B. Interpret that however you want.

    • @sloanNYC
      @sloanNYC Місяць тому

      @@humanbeing9079 Fortunately they aren't competing directly with Apple, they really need to beat AMD and Qualcomm. And the bigger issue is that they need their fabs to reach this, not just using TSMC.

  • @Beremote
    @Beremote Місяць тому +10

    A merger is not necessarily a takeover. I think this is what on offer a merger

    • @thepunish3r735
      @thepunish3r735 Місяць тому

      Yea caz intel technicaly makes double the revenue of Qualcomm .. which nobody notices 🤣

    • @tringuyen7519
      @tringuyen7519 Місяць тому

      @@thepunish3r735QCOM only has 50,000 employees. Intel has 126,000 employees as of now. So Intel needs to make 2.5x revenue of QCOM just to be equal to QCOM!

  • @pazitor
    @pazitor Місяць тому +1

    Intel chip fab tech is becoming very interesting and cutting edge. Little to do with legacy x86, but that would be icing on the chiplet cake.

  • @DarthChrisJ
    @DarthChrisJ Місяць тому +7

    Foundry and brains.

    • @klam77
      @klam77 Місяць тому

      Let Trump be CEO of intel ! He can fix it.

    • @rosomak8244
      @rosomak8244 Місяць тому

      The great foundry that even intel himself doesn't want to use any more? Yeah. Sure.

  • @tekelupharsin4426
    @tekelupharsin4426 Місяць тому

    Podcats are so tedious to follow.

  • @rosomak8244
    @rosomak8244 Місяць тому

    The "one trick" company bought out by another one wanting to diversify and extend its realm. It makes sense actually.

  • @xlr555usa
    @xlr555usa Місяць тому +5

    Qualcomm laptops are not selling and Lunar Lake is power effecient and software runs well on it. How will Qualcomm survive at this rate?

    • @MrHaggyy
      @MrHaggyy Місяць тому +1

      I didn't even know Qualcomm made laptops. I know they made the connectivity for basically any Apple product there is. They make any mobile mast that is not chinese, and they are really ambitious in providing the hardware for connected and autonomous driving. Which was a Intel/ARM/Renesas thing up until now.

  • @nagi603
    @nagi603 Місяць тому

    1 idea: patents against ARM and others. But it would probably be a really bad choice.

  • @capability-snob
    @capability-snob Місяць тому +1

    Picturing Qualcomm eying Intel like I'd eye an HP rx2600 up for a few hundred plus shipping. They are hoping for a bargain. Not going to happen.

  • @AhmedAbdulla2020
    @AhmedAbdulla2020 Місяць тому

    There is an annoying echo in the sound.

  • @Kiyuja
    @Kiyuja Місяць тому +1

    Something that I always wondered is why Nvidia hasnt made them an offer they cant refuse. Maybe Intel really really really wants to keep that x86 license at all costs.

  • @dogoku
    @dogoku Місяць тому +1

    IBM may be a consulting company, but they are by no means good. Anyone who worked with IBM as a vendor knows what I am talking about. They are good at convincing execs to pick their overpriced, outdated and often repackaged from open source solutions. Also they may have 240K employees, but again, it doesn't matter if 200K of those are a dime-a-dozen devs from dev farms from cheap labour countries.

  • @thereddog223
    @thereddog223 Місяць тому +2

    Qualcomm invested 5b in intel

  • @emjay9733
    @emjay9733 Місяць тому +6

    The US govt has made Intel Too Big to Fail, regardless of their inability to take advantage of the boom in mobile and ai. That’s the value proposition.

    • @thepunish3r735
      @thepunish3r735 Місяць тому +2

      No intel made themselves this big by being a damn good at chips ..the U.S. government needs them to stay intact caz it is the only American company that can even produce chips ..if China took over Taiwan .. we would have zero access to high end chips..and that woke up the government

  • @lukemcdo
    @lukemcdo Місяць тому

    Speculation: Qualcomm themselves seeded the story to pump the stock price and get them out of Broadcom acquisition range.

  • @zack4485
    @zack4485 Місяць тому

    I think the only reasonable possibility is that Qualcomm is kicking the tires on buying IFS.

  • @iankester-haney3315
    @iankester-haney3315 Місяць тому +2

    I think Qualcom buys Intel to get access to x86 and finally creates a super speedy x86-64 chip without any of the legacy 32bit cruft. Full backwards compatibility is killing Intel slowly but surely. They could make such a simpler chip without it.
    I wouldn't rule out them buying a fab off of Intel.
    Wouldn't it be great if they brought back Optane for mobile parts?

    • @Jaker788
      @Jaker788 Місяць тому +5

      Removing some backwards compatibility stuff can help, but a lot is not in hardware at this point and not a hindrance, it's emulated and using general purpose registers. It's just microcode.
      That's all part of the micro op system where x86 instructions are broken down into many small operations as an internal instruction set essentially. Something that even ARM does today.
      The biggest downside x86 has to other popular and upcoming instruction set architectures is variable length instructions. It makes decode on x86 more complex, and the overall instruction handling is a bit more difficult. It's nothing that hasn't been solved and today is more insignificant than it once was, but design wise is still more challenging than fixed instruction length.

    • @yumekarisu9168
      @yumekarisu9168 Місяць тому +3

      didn't AMD is the one who hold the patent for the x86-64 then cross license it to intel. They probably need to renegotiate with AMD for the license

    • @woobilicious.
      @woobilicious. Місяць тому +1

      @@yumekarisu9168 there isn't one patent for the entire thing, Both companies own various patents on various parts and features, AMD64 is already almost 20 years old, It'll be things like AVX that are more important.

  • @stevesloan6775
    @stevesloan6775 Місяць тому

    Because every computation is 100% worth almulgimating!
    If it an Ai rational, absorb all computational processes???

  • @theambassadorllc6598
    @theambassadorllc6598 Місяць тому

    Buy it all and bring it back to the US. Qualcomm management is far better than Intel even if they haven't run fabs

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    @Veptis Місяць тому

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      @TechTechPotato  Місяць тому +1

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  • @peterwhite9546
    @peterwhite9546 Місяць тому

    I think a qcom buyout/merger is more likely than one with nvidia...at least from the antitrust side of things.

  • @diongering1439
    @diongering1439 Місяць тому

    They want Intel patents.

  • @BrianKehm
    @BrianKehm Місяць тому

    Nothing 🍔 headline… but still good insight on selling off pieces.

  • @Syock44
    @Syock44 Місяць тому +3

    How about the rentable units/Beast Lake IP that Keller developed for Intel which they ditched?

  • @erikstephanou2638
    @erikstephanou2638 Місяць тому

    70% of pc market, 50% o DC.

  • @JonMasters
    @JonMasters Місяць тому

    Loving Ian’s shirt

  • @ximin_sleepy
    @ximin_sleepy Місяць тому

    It would be a disaster for Intel, because things are starting to look bright for products recently announced products xeon, LNL and gaudi3 all showing great promise at least Intel's back on competitive foot and next gen products should be back to leadership in most areas given that 18a is looking good and till h2 2025 it should reach at least 65% yeild. What concerns me most is that qcomm will tear Intel apart and sell it for parts, all the fabs investment will go down the drain just when things are looking promising this is not looking good at all, I hope the deal doesn't go through. Another worry is market consolidation and fewer innovative companies 😢😢

  • @zodwraith5745
    @zodwraith5745 Місяць тому +4

    Why would Qualcomm NOT want to buy Intel?
    Am I the only person that's been screaming from the rooftops that Intel is laughably undervalued? _EVERY_ big player on the planet should be looking at acquiring Intel right now when their assets alone are more valuable than their stock, let alone their potential future income as they're proving they're taking the lead back from TSMC on node advancement.
    I swear did everyone magically forget to "buy low and sell high"?
    I just don't think the FTC would allow Qualcomm, Arm, Apple, Microsoft or any big tech players to buy them because it would cause obvious monopolistic issues. With taxpayer dollars rolling into the company Intel should NOT be for sale to anyone. Especially Blackrock that already owns too much of the planet to begin with, and just so happens to be the biggest Qualcomm owner.

    • @jordanb722
      @jordanb722 Місяць тому +2

      Intel's only problem is shovelling money into fabs.
      If their fabs pan out everyone will want to buy them. At current, if you removed Intel's fab division and had only their profitable design divisions they'd probably be worth as much as qualcomm - but until there's certainty their profits won't be sucked up by unprofitable fabs they won't be very valuable.
      But again, if their fabs become competitive and profitable, they'll suddenly be much more valuable. As an Intel shareholder, there's no world in which I would accept a buyout offer from Qcomm. Trade my valuable shares for overvalued fantasyland qualcomm shares?

  • @MK-Ultra-o7
    @MK-Ultra-o7 Місяць тому

    PCB production

  • @raylopez99
    @raylopez99 Місяць тому

    publicity stunt?

  • @ashishpatel350
    @ashishpatel350 Місяць тому +2

    I didnt think qcom was offering to buy them...but to merge with them

  • @jamesdanforth9044
    @jamesdanforth9044 Місяць тому +1

    US gov has given Intel an $8B grant and $3B order in the last 6 mo or so. thats bailout money, plain and simple. I have no idea why Qcom would want this distraction under their control. However, since its a bailout situation, and INTC has a $97B MV today, if qcom can buy it out for $5B, which is $5B more than its worth, they can probably generate a decent ROI from breaking it up and selling off the pieces

  • @klam77
    @klam77 Місяць тому +1

    Qualcom zero day flaws is one of the reasons why NSO group could enable Pegasus?

  • @yumekarisu9168
    @yumekarisu9168 Місяць тому +2

    Technology wise it is stupid. Qualcomm Snapdragon X chip fumbles hard (The fact that dev kit is not readily available before launch and windows on arm SDK is lacking documentation really fumbles it), Intel Chips having firmware issue while running like burning inferno, Both getting beaten by AMD with their strix point chip in terms of performance and efficiency, Intel fab is far behind from TSMC that Qualcomm has been using for years, Intel doesn't have mobile focus tech since that weird intel Atom mobile chip back in ancient times of 2014. Honestly it doesn't make sense what they want to get from this

    • @woobilicious.
      @woobilicious. Місяць тому

      Atom has been around since 2008, and they still produce them in those Celeron J CPU you find in performance NAS, Router and SBC stuff, they definitely beat the ARM alternatives, but still far behind embedded Zen.

    • @yumekarisu9168
      @yumekarisu9168 Місяць тому

      @@woobilicious. I think when I said mobile, I mean the chip for smartphone stuff not mobile as in embedded. Android on x86 is never gain enough traction so Idk how they gonna use x86 technology with their current ARM processor.
      Idk maybe it's the other way around so Qualcomm uses their arm expertise to make intel x86 chip more efficient? I mean, AMD just show that x86 can be efficient

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    @StephenColbert957 Місяць тому +10

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      @KyrianJames-p1g Місяць тому +3

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      @SarahMorgan-f2x Місяць тому

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  • @mtunayucer
    @mtunayucer Місяць тому +1

    Hopefuly this is not happening

  • @eltamarindo
    @eltamarindo Місяць тому +2

    If Qualcomm bought Intel, a huge number of the boring corporate customers would transition to AMD.

    • @Beremote
      @Beremote Місяць тому +1

      😂 😂😂😂😂 no!

    • @bogganalseryd2324
      @bogganalseryd2324 Місяць тому

      I thought Elon owned the boring company lol 😂

  • @gogogomes7025
    @gogogomes7025 Місяць тому

    If this helps boost US chip manufacturing, I could see the government being all for it. They've already shown they want to reduce dependence on TSMC for global supply, so if this deal makes US foundries stronger and more competitive, it might not run into as many obstacles as a big acquisition like this normally would.

  • @stevesloan6775
    @stevesloan6775 Місяць тому

    I hear a child’s brain voice… is that relevant?
    How bad can Gods most innocent judge?
    EASILY!!!!!!

  • @prezlamen
    @prezlamen Місяць тому

    Maybe they want to buy fabs

  • @todorkolev7565
    @todorkolev7565 Місяць тому +3

    I don't think Intel will be selling Arc, that's the only hope they have to recover. x86 is starting to feel like "Mainframe"... Only that emulating the mainframe is difficult (I know), emulating x86 is pretty much solved.

    • @Jaker788
      @Jaker788 Місяць тому

      I mean even internal to x86 CPUs today they're emulating X86 for the interface, but internally they do smaller micro ops. A lot of instructions are broken down into smaller instructions.
      The biggest downside to x86 is front end complexity due to variable length instructions. It makes some things more difficult when filling a decode pipeline and decide complexity. The rest isn't much different aside from the types of compute power they choose to put in, float, Int, vector, scaler, etc. If you wanted to make something small and lower power there would be different choices you can make to do that and match ARM, as well as choose a denser cell library that's more efficient but lower clocking.

    • @woobilicious.
      @woobilicious. Місяць тому

      @@Jaker788 Op is talking about software emulation, like what Apple is doing on the new Macs, Intel's x86 license isn't really useful if you can just evade it by using software.

    • @lukemcdo
      @lukemcdo Місяць тому

      Intel has already started floating an x86S. I would expect an "x86S" to use fixed-length instructions.

  • @1cent-v2k
    @1cent-v2k Місяць тому +1

    Qualquam is failing company soon. Apple modem 4B at stake. All chinese phone makers making their own chips 10B revenue loss by 2026. 😂😂😂😂😂😂

  • @noahflare6825
    @noahflare6825 Місяць тому +3

    Ian being talked over repeatedly is so infuriating...

  • @seylaw
    @seylaw Місяць тому +1

    I've asked ChatGPT, Intel's GPU and Networking business could be interesting. QC could use Adreno in mobile, embedded, IoT and automotive and Arc in Notebooks and dGPUs for consumer and server markets. A x86-licence might be interesting if they want some leaverage against ARM (there is ongoing litigation between the two) or for a hybrid strategy?!

  • @charlesrovira5707
    @charlesrovira5707 Місяць тому

    For their *IP,* *_duh..._*

    • @TechTechPotato
      @TechTechPotato  Місяць тому +4

      x86 wouldn't happen given the cross licensing agreement with AMD that Intel has. Intel's sold of the modem business, Qualcomm has its own Wifi business. What IP are you suggesting, duh...

    • @rosomak8244
      @rosomak8244 Місяць тому

      @@TechTechPotato If people only knew which hodge-podge of licensed 3rd party IP core on 3rd party IP core the SIEMENS modems actually where, they would immediately understand why it never ever could have been a success. Don't bet on apple ever getting anything working out of that. It was a hot potato that already changed hands multiple times before finally landing at apple. This shows that the bosses of those companies are not the technology geniuses they are made out to be in the eye of the public. Not by a long shot. Everyone who would at least have analysed diligently what they where actually buying would have stayed clear of that deal.

  • @stevesloan6775
    @stevesloan6775 Місяць тому

    Because every computation is 100% worth almulgimating!
    If it an Ai rational, absorb all computational processes???