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the moment of “buy ready-made”the fate of qualcomm and intel has actually been determined by time. as time goes by, qualcomm needs to mature and eventually "buy ready-made" opportunities, waiting for intel to sell at a "fire sale price". it's like a transaction, with both parties waiting for the other party to make a decision.
intel, as a veteran in the chip market, has a strong client division, and its core business is client computing (ccg). ccg has an absolute leading position in the market, and its contribution to profits even exceeds intel's overall losses. this makes it difficult for qualcomm to let go, and it is difficult for intel to give up.
the calculations of both sidesthe key point between the two parties is the ccg business. this is intel's main source of revenue and a strong competitor of qualcomm. however, qualcomm's bargaining power is not as good as intel's, and the cross-licensing patent agreement between the two in the field of x86 architecture has hindered qualcomm's smooth acquisition.
broadcom's unicornhowever, the chip market does not stop there. broadcom, the "acquisition maniac", has expressed its intention to acquire qualcomm since 2017, and now it has once again demonstrated its acquisition ambitions.
unexpected endingover the years, chip giants have repeatedly encountered resistance in their acquisitions, such as nvidia's failed acquisition of arm and tower semiconductor's failed acquisition. these cases prove that competition in the chip market is not a simple "shareholder issue" but a complex international political and economic game.
