Valex’s Post

As complexity grows, many supply chain leaders are responding by developing and engaging in ecosystem partnerships. Intel Corporation's Jackie Sturm shares the approach they've taken to drive resiliency and value through their ecosystem. Listen now: https://bit.ly/3U3ygwP #GartnerSC #SupplyChainManagement #Ecosystem #SupplyChainResilience

Would Qualcomm Swallow the Chipmaking Giant Intel Corporation? Qualcomm has reportedly reached out to Intel regarding a potential acquisition offer, according to sources cited by The Wall Street Journal and Bloomberg, in what would be one of the largest technology mergers ever. Though the likelihood of this deal going through is uncertain, its impact on the semiconductor industry, particularly for Taiwanese companies, could be significant.  While the acquisition might have limited impact on industry leader TSMC, Taiwanese chipmaker MediaTek could face increased competition in key areas like AI PCs and automotive platforms. The deal could also negatively impact AMD’s supply chain in Taiwan, including companies like ASMedia. Interestingly, analysts suggest Qualcomm may be more interested in Intel’s design business, particularly its PC division, while Intel may prefer a complete sale. This difference in objectives, coupled with potential antitrust and national security concerns, poses significant challenges to the deal's realization. This potential acquisition raises many questions. Would Qualcomm acquire the entirety of Intel, or just its design arm? How would a successful acquisition impact the already competitive landscape of chip manufacturing? Considering Intel's struggles with its foundry unit, would Qualcomm maintain its reliance on TSMC, or bring production in-house? Furthermore, given past regulatory hurdles, would this deal face similar pushback from authorities, particularly in China? #semiconductors #mergersandacquisitions #Qualcomm #Intel #TSMC #MediaTek #AMD #antitrust

Qualcomm's potential acquisition of Intel could significantly impact the global chip market. From increasing market concentration to fostering innovation and reshaping the supply chain, this merger could alter the industry's competitive landscape on multiple fronts. However, these potential impacts are predicated on a successful acquisition; the actual outcome may be influenced by regulatory reviews and market responses. For industry players, it's crucial to closely watch the progress of this acquisition and prepare for the changes it might bring. https://lnkd.in/gbSTeQnU

Navigating the semiconductor supply chain is challenging and complex. Join us for an engaging discussion at #SEMICONWest where industry leaders will delve into these challenges, providing valuable insights and potential solutions. Don't miss out on this chance to connect with industry leaders and gain valuable insights. https://okt.to/JenYxA

Navigating the semiconductor supply chain is challenging and complex. Join us for an engaging discussion at #SEMICONWest where industry leaders will delve into these challenges, providing valuable insights and potential solutions. Don't miss out on this chance to connect with industry leaders and gain valuable insights. https://okt.to/lXPNGy

Apollo Global Management, Inc. has reportedly offered to invest up to $5 billion in Intel Corporation, providing support for Intel’s ongoing transformation under CEO Pat Gelsinger. This comes as Intel faces a potential takeover from Qualcomm Inc., which could be one of the largest tech M&A deals ever. Apollo’s investment offer is seen as an alternative to the Qualcomm bid, with Broadcom staying on the sidelines for now. Intel shares rose 4.2% in early trading, buoyed by recent announcements, including a partnership with Amazon Web Services. The deal faces significant regulatory hurdles if pursued. #intel #apolloglobal #qualcomm #techmergers #chipindustry #turnaroundplan #semiconductors

Intel, currently restructuring and cutting costs, is exploring a sale of its Altera stake. This move could see a major customer return to TSMC, as potential buyers AMD and Marvell both rely heavily on TSMC's foundry services. While Intel Corporation hasn't announced a specific timeline for the potential sale, the move signifies a shift in the company's strategy. After acquiring Altera in 2015, Intel brought chip production in-house. Now, the potential sale indicates a move away from this vertical integration model. Interestingly, while Intel is considering divesting its Altera stake, it has made efforts to strengthen its own foundry business. The company has taken steps to separate its foundry operations, establishing an independent division with separate financials and implementing safeguards to protect client confidentiality. #semiconductors #Intel #TSMC #Altera #foundries #AMD #Marvell #technology #business #acquisitions #supplychain #chipmanufacturing

While I doubt a merger between Intel and Qualcomm is in the works, there is certainly much gossip. There are many reasons why such a merger would not be viable, but the most important is that it would not solve any of Intel's fundamental problems. The fallacy is believing that combining a good business with a poor business will create an average business. It will not. It will still be a good and a poor business put together. Intel needs to fix its problems first. While there are many headwinds (I think we will see a lot more this quarter), Intel has a strategy that, if executed, will fix the problems. #Intel #Qualcomm #Semiconductor https://lnkd.in/dSP5gbFB

While I doubt a merger between Intel and Qualcomm is in the works, there is certainly much gossip. There are many reasons why such a merger would not be viable, but the most important is that it would not solve any of Intel's fundamental problems. The fallacy is believing that combining a good business with a poor business will create an average business. It will not. It will still be a good and a poor business put together. Intel needs to fix its problems first. While there are many headwinds (I think we will see a lot more this quarter), Intel has a strategy that, if executed, will fix the problems. #Intel #Qualcomm #Semiconductor https://lnkd.in/dSP5gbFB

It's great to see a direct collaboration between government and the tech world. Often, governments are unaware of all the possibilities and potential that technology can offer. I hope for an increasingly smart future, even in Italy. 🚀💡 #Innovation #Technology #SmartFuture #TechForGood