BlueHalo’s Post

As a former Intel employee, I've been following the inspiring leadership of their new CEO, Pat Gelsinger. Having witnessed his brilliance during his initial tenure at Intel as CTO and subsequent CEO role at VMware, I'm excited to see his innovative vision at play once again. Pat's strategic focus on ensuring efficient economies in the virtual machine space within cloud environments is truly commendable. His recent endeavors at Intel are a testament to his unwavering commitment to driving technological advancements. If you're interested in gaining insight into the tech landscape and the associated risks, I recommend watching this video. It sheds light on the critical economic aspects vital for Intel's success, offering valuable clues on how they are navigating challenges that their competition hasn't yet deciphered, or have they? I found the video to be both enlightening and engaging, and I believe it provides a unique perspective on Intel's current trajectory under Pat's leadership. Check it out here: [Video Link] #Intel #CTO #Leadership #Innovation #microprocessor Intel Corporation TSMC

#industrialpolicy #tradepolicy and #nationalsecurity are reordering the #globaleconomy and #supplychains ... #cscmp #asml #semiconductorsupplychain #tsmc #intel #semiconductormanufacturing #christophefouquet

Qualcomm is reportedly contemplating the timing of a potential acquisition of Intel, with sources indicating a post-U.S. presidential election decision may be on the cards. The uncertainty surrounding the new administration's impact on anti-trust regulations and U.S.-China relations is steering Qualcomm towards a strategic wait-and-see approach. The merger of Qualcomm and Intel, key players in smartphone and electric car technologies, would undoubtedly draw intense scrutiny from global regulators, including China. Bloomberg's analysis hints at Qualcomm's strategic move post-election, potentially leveraging Intel's upcoming financial disclosures to adjust the acquisition price. With analysts projecting a significant net loss for Intel in the last quarter, Qualcomm could be eyeing a favorable deal. Despite the ongoing considerations, Qualcomm remains non-committal, keeping the decision to acquire Intel open-ended. The intricacies of this potential deal, including regulatory hurdles and market dynamics, are shaping Qualcomm's deliberations. Stay tuned for further developments as Qualcomm navigates this high-stakes acquisition strategy. #Qualcomm #Intel #Acquisition #USPresidentialElection #Technology #BusinessStrategy

We get local insight and intel. After all, it’s the people on the ground who will always be able to provide us with the most up-to-date information in their areas of expertise. It’s because of our teams’ partnerships with these local experts behind the scenes that we get the results you need. Watch the video below for a snippet of what Daniel Hart - Cert CII, Robert Riha, Steven Hagley and Michele Ricci have to say.

#Tech_Updates Qualcomm Considers Intel Acquisition as Chipmaker Faces Decline In recent days, Qualcomm (QCOM.O) has approached Intel (INTC.O) to discuss a potential acquisition, according to sources familiar with the matter on Friday, 21 September 2024. The talks, still in their infancy, could result in a transformative deal within the semiconductor industry, though significant regulatory hurdles are expected. Qualcomm has shown particular interest in acquiring portions of Intel's business, notably its PC design division, as it evaluates the broader range of Intel's operations. While no official bid has been made yet, Qualcomm is reportedly exploring the viability of such a move, another source added. The news saw Intel's shares rise by 3.3%, while Qualcomm's stock dipped by 2.9%. Intel, once the industry’s leading chipmaker, has experienced a dramatic fall from grace, with its stock value plummeting by nearly 60% since the beginning of the year. The approach from Qualcomm comes at a critical time for Intel, as it navigates a period of financial instability. Should the acquisition advance, it would face intense scrutiny from antitrust regulators in the U.S., China, and Europe. Qualcomm may be required to divest some of Intel’s business units to gain approval from competition authorities. If successful, the deal would be one of the most significant in the tech sector since Broadcom's unsuccessful $142 billion takeover attempt of Qualcomm in 2018, which was blocked by then-President Trump over national security concerns. #EAIsoft #EAIsoftPakistan #TechTakeover #SemiConductorIndustry #QualcommIntel #TechNews Visit us at www.eaisoft.com for more insights into industry trends and innovations!

On the picture you can see the unfortunate carcass of a whale being eaten by sharks. Don't be mistaken. It may look like a nature documentary scene but it's not: it's Intel Corporation being surrounded by potential buyers for parts. Qualcomm might buy a business unit within Intel (the PC design unit, so that is pretty specific), not the whole business. Tip: don't believe the shocking headlines from the media. Here is my Traffic Light of the Acquisition (of parts) of Intel by Qualcomm: 🟢 The acquisition of parts of Intel is good for Qualcomm. Qualcomm is only interested in the best business units of Intel (PC, design). Qualcomm (QCOM) was down 3% on the news. That is usually the case because shareholders fear dilution in case of an acquisition paid in shares. But it would be good for the Qualcomm. 🔴 Terrible for Intel. I think this is the end of Intel if the corporation starts selling its best business units to competitors. Perhaps management wants to sell all units and reinvest everything in the semiconductor chips foundry business (subsidized by the U.S. federal government). Still, I would not want to be a shareholder in Intel right now. 🔴 It quite unlikely that the U.S. antitrust regulator (and the U.S. government) will remain silent on a potential merger (even of parts). Even if there is an agreement between both companies, it is likely going to be a long and tricky process, with a potential politicization of the matter. 🟢 The U.S. regulator could however agree on a M&A where multiple participants buy out Intel’s parts, ensuring fair competition within this sector of critical national interest for the U.S. 🟠 The fact of the matter is that Qualcomm has not approached Intel about a potential acquisition. Indeed, Intel is "deeply committed to our PC business," an Intel spokesperson said. On the same token, Qualcomm "declined to comment". So much for news headlines… What do you think about the transaction? Full article is on my website (link in comments). 💚🙏 Etcaetera #intel #qualcomm #chips #semiconductors #wallstreet

So Qualcomm approached Intel: Why didn’t we see this potential megadeal in semiconductors coming? The stars were aligning for a pounce. Qualcomm's stock market value was $188 billion last Friday, nearly $100 billion ahead of Intel's, which has more than halved in value since January. Yes, antitrust hurdles make the combination implausible. But remember 2024 began with a takeover carrying similar dynamics – a buyer, Capital One, taking advantage of a company suffering a sudden share-price drop, Discover Financial Services, in a tie-up likely to trigger trustbuster opposition. If Qualcomm-Intel isn't so surprising on second look, the obstacles to a deal are still substantial. (1) Asset sales surely will be required to assuage competition authorities. That could damage the economics. (2) Intel ought to put up resistance to any transaction that crystalizes its current low valuation. (3) Qualcomm will need to convince its shareholders it can actually run Intel better. For more, read my column in Bloomberg Opinion: https://lnkd.in/edJfCMGh

Qualcomm approached Intel Corporation to explore a potential acquisition, which could result in one of the largest M&A deals in the semiconductor industry. This would have profound implications for the hardware market. A recent Bloomberg story shares the details. Sources familiar with the matter revealed that Qualcomm's recent proposal was a "friendly takeover" for Intel, though they haven't ruled out buying or selling parts of the company. This potential move comes at a time when Intel is facing significant challenges under CEO Pat Gelsinger as the company works to reshape its business and recover its falling share price. Intel's shares have dropped 37% in the past year, giving it a market value of about $93 billion, while Qualcomm has seen a 50% rise in stock value, reaching a market capitalization of approximately $188 billion. If successful, this deal would be one of the largest on record, according to data compiled by Bloomberg. The Wall Street Journal reported Qualcomm’s interest, pushing Intel’s shares up more than 3%. However, any agreement would probably face regulatory scrutiny from the DOJ relating to anti-trust, and Qualcomm has already been engaging with U.S. regulators to address potential concerns. Both companies are currently evaluating their options. Intel, on the other hand, is doing its best to rebound from shrinking sales, projected to hit just $52 billion in 2024—down 30% from 2021. Despite these challenges, Intel recently struck a multibillion-dollar deal with Amazon Web Services to co-invest in a custom AI semiconductor and announced plans to turn its manufacturing division, Intel Foundry Services, into a wholly owned subsidiary. This restructuring aims to position Intel as a more attractive supplier to customers who may compete with its other operations. Huge story and much more to track. #intel #qualcomm #hardware https://lnkd.in/e7gxaXMp

What an incredible day! Today is a victory for America’s national and economic security. It is a victory for American innovation and ingenuity. And it is a victory for the American people and our collective future. Intel Corporation and the U.S. Department of Commerce have announced up to $8.5 billion in direct funding under the CHIPS and Science Act to fulfill our shared goal of restoring American leadership in semiconductors. With this funding, we will build innovative new chips of the future, vibrant communities and local economies, and a stronger, more secure semiconductor supply chain out of America. This moment would not be possible without the steadfast leadership and commitment of President Biden, Secretary Raimondo, and many others. We are grateful for their belief in our vision of expanding the U.S. chipmaking capacity and capabilities. Thank you for your confidence in us. And to Team Intel, thank you for dreaming big with me! Your work designing, testing, innovating, and building is critical to powering the next great chapter of American innovation, science, and manufacturing. Today is truly a defining moment for the United States and Intel. We're not done, but we are a step closer to a brighter, safer, and more prosperous tomorrow! #ItStartsWithIntel #CHIPSAct https://lnkd.in/gyy6_ad7

🚨 Tech Giants in Talks: #Qualcomm Eyes #Intel in Potential Game-Changing #Acquisition! In a bold move that could reshape the #semiconductor #industry, #Qualcomm has approached #Intel about a potential takeover, according to recent reports. This comes as #Qualcomm CEO Cristiano Amon takes the lead in what could be a transformative deal. 🔍 Why It #Matters: #Qualcomm has long eyed Intel's PC design unit, but this latest approach signals interest in Intel's entire business portfolio. If successful, this acquisition could dramatically shift market dynamics in #PC design and #chip manufacturing. Despite early-stage talks and no formal offer, this news has already impacted the market: #Intel’s stock rose by 3.3%, while #Qualcomm’s fell by 2.9%. ⚠️ #Challenges Ahead: With Intel’s stock down 60% this year, the company is vulnerable to such advances, but regulatory hurdles loom large. The deal would likely face antitrust scrutiny across the #US., #Europe, and #China. #Qualcomm, valued at $188 billion, would need to figure out financing for Intel, currently valued at $122 billion—a financial and strategic balancing act with potential roadblocks. 🏭 #Strategic Implications: One of the biggest hurdles? #Qualcomm’s lack of experience in chip manufacturing, a critical area where Intel has made significant investments. Stay tuned as these confidential negotiations could dramatically alter the landscape of the semiconductor industry. Do you think this acquisition could happen, or are the challenges too steep? 🤔 #TechNews #Semiconductors #Qualcomm #Intel #MarketTrends #Acquisition #Innovation #Leadership https://lnkd.in/dvSBhvHB https://lnkd.in/dfdsKjqH