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@@snowwsquireno it wouldnt. X86-64 is a completely seperate license held AND created by AMD. If intel pulled AMD’s X86 license it wouldnt matter because 99.9% of programs dont use 32 bit X86 anymore. Furthermore, AMD would most likely revoke Apple/Intels X86-64 license and they would be the ones to be truely fucked. Edit oh I thought you were saying that Intel/apple would try to revoke AMD’s X86 license but youre saying AMD would be the only X86 company left. Yeah, that aint happening.
@@benjaminoechsli1941 AMD being the sole x86 survivor would make sense. The 9000 series might be the last generation before AMD starts fighting for survival against ARM and RISC.
Intel is paying the price for being a complacent greedy company for years, forcing 4 core down people throats and stagnating, and being beat by AMD with chip-let innovation that is the most important thing to happen to CPU's in decades. Honestly all this really shines a light on how great of a company AMD really is, they struggled, sold their fabs, almost went bankrupt and had to sell corporate offices and downsize just to survive all to revolutionize CPU design and claw back market share from Intel.
You are CORRECT! This is incredible! Remember what US government recently bought the Littoral Combat Ships (LCS), now universally referred to as 'Little Crappy Ships', a complete failure of a program of about 60 ships.
Apple can definitely afford the purchase price of Intel, and the US government could sweeten the deal by giving Apple a tax break for transferring the required funds from their offshore holdings back to the US - the tax break alone might cover the purchase price of Intel's stock right now, with Apple only being out of pocket by the amount needed to square Intel's debts. The problem is that Apple would then own Intel, a company which designs x86 chips that Apple doesn't want or use, and whose fabs aren't proven to be capable of making M4 chips, let alone M5, which is what Apple would needing from fabs that they own. Apple has no experience in the server market, or in being an independent maker of chips for 3rd parties (something that Intel also has very little experience doing), so I don't see any synergy there. Apple can afford it, but I see no reason why they'd want to take on so much bloat and so many problems. AMD cannot afford to buy Intel - AMD is doing very well, and growing their market share every quarter, but they're simply not large enough yet, and I don't think they have enough ready cash to hand. I don't know that AMD wants to take on Intel's bloated org chart, either, and they don't really need Intel's technical expertise given that they're currently out-innovating Intel anyway. They might want to poach some people from Intel, or poach some people back from Intel, and there's some of Intel's IP that they might be interested in, but that's about it for Intel's design business that I could imagine AMD wanting to own. And as for Intel's fab business, that doesn't really exist yet -- Intel has fabs, but they're really only fabbing chips for themselves, and haven't grown a 3rd party fabbing business yet. And AMD suddenly owning a fabbing business that competes directly with TSMC, which whom they have a long-standing and very friendly partnership, would just complicate that relationship without yielding any immediate benefit. Sure, AMD would be first in line at their own fabs, rather than 2nd in line behind Apple for TSMC's fabs, but I'm not sure that's worth the cost to them. And as for Samsung... they're only slightly less troubled than Intel at the moment. Sure, they might be interested in owning Intel's fabs, and don't have the conflict of interest that complicates the AMD/TSMC partnership relative to an acquisition, but do they have the money? I'm not sure they do, and since they're also a foreign-based company, I don't know that they can count on the US government to be able to help in any material way. That just leaves the likes of Google and Amazon, whose antitrust troubles (at least in the US) are likely to ease in a few months' time when the incoming Trump administration replaces Lina Khan as head of the FTC, and who might have the financial resources, but I don't know that either of them have enough expertise in chip design and manufacture to make the deal worthwhile, either, except as a possible AI play. Maybe? I dunno. Looking at the landscape right now, and who might be both interested in *and able to* acquire Intel, I think Intel might actually just be doomed. Which is not something I'd have predicted just a few years ago, but there it is.
Apple is in the biggest Bubble ever created by investors and it is ready to collapte as the American economy collaptes there is a reason people jumped to there deaths on black Friday - how can the company be worth more then all other cell companies combined, Apple is the past.
@@mydogbuddy07 x86 is by all acounts already dead, just waiting it out in the old chips home, Intel. The fabs are the only valuable thing Intel has to offer, and even then just starting from scratch is probably a far better option.
@@qwertyzxaszc6323x86 is NOT dead lol. Servers, laptop and desktop use it. Laptops are very slowly turning to ARM but 99.9% of laptops are still X86, only place where arm has a stronghold is mobile.
Yeah I have been saying that Intel has been sabotaged at Videocardz website 6 months ago but the trolls got triggered and here we are! Battlemage is the last straw.
Intel is getting what they deserve. They were on top, and they stagnated. They didn't innovate for years. They just coasted, and now they are getting their shit pushed in hard. I don't want them to fail, but I think they are gonna need a buyout or a merger.
What's funny is over in reddit a guy invested the entirety of his inheritance from his mother.....$450,000 or so... he lost $150k in 2 days 😂 He's still refusing to sell and that was a month ago so god knows what he's lost now.
I don't think any further buyout between these top semiconductor companies is possible. They will eventually be stopped by some random country's antitrust department.
BC Intel 20A wouldn’t make any $. So Intel used TSMC completely for ARL, LNL, & Gaudi 3. Intel 18A better work in 2025 or US government is going to be very angry!!!
I get the "national security" talk, but the way we just casually talk about government encouraged mergers is surreal. What the heck happened to this country?
Sigh, I swear I didn't mean to involve politics. But yes, we'll likely have a bunch of stupid tariffs to deal with going forward. It is, what it is. The people voted, and we are still a democracy. Now back to tech stuff.
@@JakeySurani Trump ain't good true but the other side is literally restarted that's the problem. People have had enough of the woke bs that's why every relevant country is electing right wing govt this time around
Apple buying Intel seems like a really bad thing in my opinion. Apple already has a big monopoly, that would only make it worse (Again, in my opinion).
folks criticizing this do not realize that it is all about intel foundries (manufacturing!) and national security (independence from unreliable ally taiwan/tsmc). intel architecture is totally irrelevant in this discussion. intel manufacturing is a national gem for the us. systemic relevance.
The last thing Intel needs is money. They are still sitting on 150 billions. Intels business is that their fabs are not cost efficient. This never mattered as long as wafers were dirt cheap, but now in the EUV era it does matter if you only produce one third for the same investment cost. But getting rid of their fabs is also not an option as their design teams are all worse than the competition. Arrow Lake ckearly shows that. Always have been. But they were carried by their fabs.
Intel doesn't have any where near that, They have less than 30Bln in reserves, their market cap is only 111Bln and they are bleeding money at a death spiral rate. They put their hopes into a new design and tried to do process changes at the same time and it hasn't paid off and from reviews it may not be a sound architecture moving forward. These designs have been in the works for 4-5 years and turned out awful so far.
@@jimmanis6717You think it would be better for Intel to spin off the fabs like AMD and consolidate US chip manufacturing owned by consortium tech giants like Apple, Nvidia?
@@MrJustek yeah and to recoup any costs on that new foundry would be astronomical for consumers plus all the years of TSMC fine tuning those fabs, nvidia could do it but it would come at such a cost that if it failed they most likely wouldnt attempt it again
Literally no one who knew about him thought he was going to do any saving. He's always been a fence sitter, It takes bold moves to turn around a company that large, you don't steer a battleship with an oar hanging over the side.
Pat was Always CEO during Intels dark ages and he was never able to completely pull Intel out of that status until a leadership change happened. He always employed stopgap generations when he was CEO for the stockholders such as the Pentium D CPU which is 2 pentium 4 dies on a single chip and when he was CEO in 2021 he released Rocketlake 11th gen which is a Frankenstein alder lake architecture with 14 nm cores. The architecture was only supposed to have 8P cores and some E cores but since the 10nm p cores and e cores weren't ready yet they didn't wait for them to be ready and they decided to fill in the 8P core space with 8 14nm cores instead. He did it again in 2023 with 14th gen and that ruined Intel's stock to what it is today. I don't want Intel to fail so if they want to succeed they definitely need a leadership change.
This might sound crazy and you were probably being sarcastic, but the sad reality is that I wouldn't even be surprised. That Elon-Donald bromance is honestly scary as sh*t, and with Donald's "I don't care if it's legal" and Elon's "there's no such thing as thinking too big" attitudes this might well happen.
After the massive failure of Twitter, nobody is going to lend him money, and he won't spend his own money as he will collapse the stock like with Twitter. Elon doesn't understand tech. Plus he's going to be too busy cashing in from space x contracts as he seeks to abolish NASA
Yesh, they know that really as Asianometry was a guest on the show after the last Taiwan earthquake briefly halted production. The earthquake was really a less controversial strawman to stand for a range of events with effects on scale of a massive natural disaster.
gelsinger just did a ratner on intel. gerald ratner managed a successful jewelry business but at a meeting of business directors he made a speech where he said 'how can we sell our jewelry so cheap? because its crap'. he went on to compare it to a sandwich from upmarket store chain Marks and Spencers (M&S) and said the sandwich might last longer. Gelsinger just did the exact same mistake and it just didnt go 'viral' since Ratner made his comments in the days when the internet was less important as a news source and tv networks all focused on his speech. difference? Ratner's business went downhill for a while thanks to his mistake. intel was already on the ropes with Gelsinger stabbing it somewhere painful.
Intel's only EUV full scale plant is in Ireland Leixlip, Ireland. They have an R&D facility in the US that can some EUV production but in a small amount
Apple is not buying Intel. Their fabs are not as good as TSMC if I understand correctly, and a whole Intel buyout would mean they would have to carry a bunch of dead weight, like x86, server business, a bunch of stuff they have 0 interest pursuing. Why would Apple buy Intel's fabs absorbing all the expenses and problems that they have to just make a less efficient M or A series SoC in America by the end of it?
Apple doesn't need Intel like Intel needs a company like Apple. But Intel bit the hand that was feeding them, so their food supply was rightfully cut off.
Taiwan does indeed want a lot of eggs on that island -- as leverage to make sure the US would intervene in any incredibly foolish attempt by Beijing to storm Taiwan's beaches.
No way Apple is buying intel right when they succesfully finished their ARM migration. What is more likely is Nvidia specifically for the FAB business and they already wanted to make a CPU when trying to buy ARM.
@@chillnspace777 Fabs are losing even more money than the design team. Shut it all down and continue using TSMC while using some Intel patents probably.
@ I’m 99% sure that a group of rich geriatrics have anyone’s best interest in mind except their own and the people who have financial clout that surround themselves with them.
he will do nothing just like the last time. he only cares about lining his pockets. congress is useless. Washington was dysfunctional with him, Washington will remain dysfunctional again
8:00 - fascinating to see that people STILL can't accept how bad the situation is for Intel and seem to be in denial about the fact that everything Intel related is going down - stock price, market cap, market share, sales, everything.
I hope to hell not. If apple buys intel, intel is over for me. I mean what kind of schizophrenic shenanigans, like button on pc undrneath or charger on mouse underneath can they come up with in CPUs? The price gonna be increased twice cuz its gonna be 'premium' cpu with apple logo on it for sure.
@@ivanbrasla dunno about their chips, only that game devs refuse to port their games onto macs, cuz of absolutely horrendous coding experience they have on mac computers.
@@Hokunin Most of the lack of porting is just because the market of Mac gamers is relatively small so it’s not worth porting over. Any developers building for any platform you’re going to get a bunch of people who say building for that platform is the worst platform.
Also, Apple would likely have very little interest in Intel because they would not be making chips to sell to the market. Just final products. Even with massive subsidies and a fire sale and Apple pretty much just acquiring the foundry, it wouldn’t be worth it for them. It would be a massive amount of additional complexity for Apple to deal with for what is effectively a worse fab, and only a relatively modest decrease in cost.
Not sure where you got the pic of the apple ceo to photoshop for the video thumbnail, but I shudder to think what he’s grabbing in the actual picture 🤮
Gelsinger is right about one thing, Intel needs fabs and so do the US. If they sold off half of those 10nm fabs, so what? Keep the best and sell the rest. Tesla might want one for their own use.
Why all of the focus on Intel from the US government? AMD is an American company too. AMD is the only one keeping x86 alive and deserve the funding far more.
Because AMD is not strategic asset, Intel already long term relationship on US Defense Project. Intel also manufacture Chip in house, which another strategic asset US Gov do not want lose another Semiconductor manufacturer, but US based manufacturing proven difficult compared to asian one
@@heickelrrx 'Intel also manufacture Chip in house' While relying on TSMC. So surely Intel against US interests by doing so. If that's the case then ban Intel from using TSMC in future.
Intel is losing ground in the consumer market and the datacenter market now but they still have close to an equal foothold in the datacenters. They are not going anywhere, if anything Intel is swapping places with AMD and will become the underdog. No one bought AMD back in the day so why would thye buy Intel. Sure Intel has Fabs which AMD did not have but if anything that gives them the upper hand to come back.
Intel at this point are delaying the inevitable if a merger doesn't happen. They're in a never-ending race and AMD have lapped them (no pun intended), TSMC have lapped them multiple times, They have zero products on the market that are attractive vs competition, and they're sitting on a mountain of IP and resources that are going to waste. Ryzen didn't wreck Intel, Intel wrecked themselves with a decade of bad decision.
Intel did recently invest a sh..load of capital into new ASML EUV machines. I do hope their 18A bet pays off and that they stick it out in 2025. But the long term fact remains unchanged, that their competitors won't use their foundries, and they have to carry the sales themselves, unlike TSMC. And yet, they are the sole relevant EUV foundry in US, and should be in 10 years. Something interesting might happen here.
intel did this to themselves, complacency and coasting leads to product and brand destruction, it's honestly not that dissimilar to what has happened to xbox as a brand, they forget or the new leadership is just completely unaware of the factors and reasons why they get to the point they reached in the first place, so they are not aware of the steps needed to sustain or adapt from that point either
In a business sense Samsung buying Intel, or parts of the foundry divisions, makes most sense, because SS's non-memory chips have been so poor since way back. Also the nvidia 30 series put the nail in the coffin for how poor SS's chips were so them making sure for 1 upgrade and consume some of the knowledge they have in intel makes a lot of sense, and also the obvious mobile chip stuff too; as mentioned in the video to not let Qualcomm just leap frog them for good. But in terms of realistic sense either Apple or Qualcomm makes more sense just because the hurdles to make the acquisition, or again parts of divisions, could be easier and the US government being open to it, specially what happened in the election results.
The problem ist that there is no way that intel will go down in history. Because the problem is when we talk about digitalisation and IT we talk about x86 architexture by intel. No other chip, whether it is Silicons by Apple or Snapdragon processors will be able to substitute intel. Because all programs work on intel but not on all prgramms work on arm processors like silicon or snapdragon.
Apple dropping Intel and then coming back around to merge with them is something I didn’t expect at the start of this year. I’d hate to see it. I just hope a merger doesn’t kill intels x86 products. Intel needs fresh eyes on x86 not an end to products that support the instruction set.
Apple isn't foolish enough to bother with Intel Corp. because Apple is only interested in profitable businesses. Apple certainly doesn't need the headache of dealing with a dying company. Amazon seems like a company that would be willing to grab such a business. They'll do anything to increase revenue if there is such a possibility.
Yeah say that to apple when China tries to invade Taiwan. Intel being domestic will be their only option if that happens, and I'm sure Intel could fab an arm based chip.
with the 40% discount youve got to think the 200 series wouldve been at least 25% cheaper..... a 285k 25% cheaper makes it at least worth considering for certain workloads. intel shot themselves in the foot big time.
Even though its bad for gamers that Amd has no competition i hate intell more because they milked us really hard all these years asking ridiculous prices for shitty cpus and demanded mobo change almost every time
@MooresLawIsDead Tom, that "number go down" rant was the best thing I've ever heard/seen on this channel. Your frustration with the brain-dead intel-fanboys was priceless. How can they not see something so obvious; well, because one can't see sh!t when his head is in the sand.
Just be honest… Intel committed suicide. Whether this was intentional or not, and I never thought in the last decade I’d actually be able to legitimately say this: Apple buying Intel is absolutely possible now.
Isn't a possibility that Nvidia buy Intel? Get the fabs in house that seem promising and cut out TSMC entirely who cater heavily to Apple even though their products don't sell out day 1 anymore.
no, nvidia already got blocked on there ARM merger for monopolisation issues, nvidia would not be allowed to buy intel because it would then give nvidia too much market monopoly in both the GPU and CPU space, AMD while they do have both, are not on the same level as nvidia in terms of performance. that buy out would be blocked instantly by the EU
@@123TheCloop The new admin will replace lina khan without someone way more pro merger and agree on national security grounds. There's going to be a lot of mergers in the next 4 years or so.
ARM is a completely different situation from Intel. ARM licenses their technology to dozens of manufacturers, all of which are competitors to nVidia. Putting one of the major ARM licensees in charge of the whole ARM platform would be destructive to every licensee except nVidia. Intel on the other hand, they only really compete with AMD, who nVidia already competes with in GPUs.
I hope to see PCs transition to ARM, or ideally, to RISC-V, with companies worldwide stepping up to produce processors that can revitalize the PC industry and free it from the constraints of the aging x86 architecture!
What i would see AMD, Samsung and Apple doing is paying for patent deals from Intel. That would give Intel some money. Qualcom, TMSC and Samsung could split the fabs. Anything left could then be spin-off as independent business or stay as "Intel"
I suggest that Microchip Technology, Inc. acquire Intel. Even if they don't want to get into x86 right now, at least they could buy the fabs and the brand name and then turn around and lease the fabs out to third parties like Apple or Samsung.
I strongly suspect the U.S. government won't allow Intel to be bought by a foreign company. A merger with Samsung or Qualcomm maybe, if Intel stays listed on a U.S. exchange (the government definitely wouldn't let a foreign company take Intel private). They would much prefer an American buyer though. Apple couldn't care less about x86; they would only be interested in the fabs. If Apple bought Intel they would hollow out the design side, because x86 isn't something Apple ever plans to use again (unless it's maybe in a Mac Pro). An Apple buyout wouldn't give the outcome the government is hoping for. Nvidia, on the other hand, would probably like to own an x86 licence AND have their own fabs. But, tech monopolies aren't a good outcome either.
no, intel should split their fab business from their design business like AMD did. Make a bomb ass US neutral fab that makes Intel, AMD, and Apple chips.
If US government wants Apple to buy Intel - Apple could be incentivized by US government agreeing to drop Apple anti-trust lawsuits. Plus Apple could control fab capabilities that otherwise could benefit competitors. Is there any way Apple could acquire Intel and still maintain good relationship with TMSC?
if the US imposed tariffs on foreign made chips Taiwan should raise the prices through the roof and ASML sell EUV machines to China to create competition for the US.
@mooreslawisdead Why doesn’t Nvidia buy intel? I haven’t heard anyone anywhere bring this up, maybe I’ve missed your opinion on it at some point….but it seems obvious to me for Nvidia to own its own high end fabs in the USA. Am I missing something that’s obvious to everyone else that it’s never even brought up? I suppose Nvidia already has an amazing relationship with TSMC and maybe that’s why
Makes more for sense for Apple (who has the money to blow) to build their own fab instead of buying a mess of company like Intel. I am sure Apple would have no trouble finding talent.Having said that, it probably makes even more sense for Apple to stay the course and just purchase chips from whomever is best at the moment and not have to worry about yeilds and R&D, not to mention all the other headaches that go with manufacturing.
They need a chip manufacturer to stay on home turf at all costs. Especially with potential tariffs on the way. Matching the force of TSMC will also require securing world class designers. Plus Nvidia is closer to a chipset launch of their own. Intel as we know it is going to change drastically.
I don't see Apple wanting to buy Intel, I can see why the Gov. would want it though. I don't think Intel can catch TSMC in process efficiency or performance in the next 4-6 years even if Apple spent tens of billions just on trying to bruteforce it. Nvidia would make most sense, but I don't think the US Gov. wants to make Nvidia even bigger than it already is... then again there is a chance they wouldn't mind. Maybe they could do something similar to how KIOXIA was spun off from Toshiba... they could somehow make Broadcom/TexasIns./Apple/Nvidia shareholders by forcing Intel to into a spin off, maybe only doing it to the foundry part...
I think Qualcomm buying Intel make sense, considering the problems with ARM, and be banned to use the ARM IP, maybe with them buying Intel they pivot into x86 and with its mobile experience could finally bring solution to push x86 to mobile.
x86 on mobile is not going to happen, ever. That ship sailed years ago. First, there's the same problem that's slowing ARM's entry into PC, only in reverse: Software compatibility. Practically every smartphone since the inception of that device class uses ARM. Every piece of software in existence would have to be adapted, since emulation would be way to taxing in the low power envelope of a phone. Second, there's just no need for x86 in a phone. It brings nothing to the table that would make a smartphone better or capable of something that it can't do today with ARM. So why even bother? There's just no upside to balance the myriad downsides. Had both Intel and Microsoft not completely failed in the smartphone market, there might have been a chance for x86 in that segment. But they did, and now that market is 100% locked in on ARM.
If Intel fabs were competitive with TSMC, they wouldn't have some chips made at TSMC. Intel started having manufacturing issues since 14nm. They still have issues today.
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IBM merges with Intel: the biggest blue
IBMintel: There is von vay to blue... and UND... PRECISELY... VON!!!
Intel becomes just like IBM if the gov doesn't save them.
@@Voidkitty_ in the galaxy.
INTELligent Business Machines 🤪
Apple buying Intel's fabs would be a bit ironic.
Congrats, Intel! You're making Apple's chips again!
They might kill x86 though.
@oysterhead5150 How do you reckon? AMD has equal ownership of x86, and they're not about to let it die.
@@benjaminoechsli1941 he means apple might kill intels x86 production which would remove all remaining competition. that's bad
@@snowwsquireno it wouldnt. X86-64 is a completely seperate license held AND created by AMD. If intel pulled AMD’s X86 license it wouldnt matter because 99.9% of programs dont use 32 bit X86 anymore. Furthermore, AMD would most likely revoke Apple/Intels X86-64 license and they would be the ones to be truely fucked.
Edit oh I thought you were saying that Intel/apple would try to revoke AMD’s X86 license but youre saying AMD would be the only X86 company left. Yeah, that aint happening.
@@benjaminoechsli1941 AMD being the sole x86 survivor would make sense. The 9000 series might be the last generation before AMD starts fighting for survival against ARM and RISC.
Intel is paying the price for being a complacent greedy company for years, forcing 4 core down people throats and stagnating, and being beat by AMD with chip-let innovation that is the most important thing to happen to CPU's in decades. Honestly all this really shines a light on how great of a company AMD really is, they struggled, sold their fabs, almost went bankrupt and had to sell corporate offices and downsize just to survive all to revolutionize CPU design and claw back market share from Intel.
Amd is doing the same, ryzen 7 has been 8 cores since 2017. 2017-2025 is almost the same time as 2008-2017.
@@mtunayucer That's why it is the Ryzen 7, if you want 16 cores there's Ryzen 9 :)
@@mtunayucer AMD tripled performance staying on the same core count. That's miles ahead of Intel's 3-5% each gen stagnation.
@@mtunayucer negative IQ take. How's your Intel stocks doing?
Intel also failed to invest in EUV lithography to save money, which has been a "company may no longer exist" sized problem.
You know things are bad when the US government is worried that their money is being wasted.
You are CORRECT! This is incredible! Remember what US government recently bought the Littoral Combat Ships (LCS), now universally referred to as 'Little Crappy Ships', a complete failure of a program of about 60 ships.
😂 “Their money 😂😂😂😂😂”.
@@MrSyphon28 lol same dude thinks its being wasted on Intel but not on housing Illegals and the Wars we should have no business with.
Apple can definitely afford the purchase price of Intel, and the US government could sweeten the deal by giving Apple a tax break for transferring the required funds from their offshore holdings back to the US - the tax break alone might cover the purchase price of Intel's stock right now, with Apple only being out of pocket by the amount needed to square Intel's debts. The problem is that Apple would then own Intel, a company which designs x86 chips that Apple doesn't want or use, and whose fabs aren't proven to be capable of making M4 chips, let alone M5, which is what Apple would needing from fabs that they own. Apple has no experience in the server market, or in being an independent maker of chips for 3rd parties (something that Intel also has very little experience doing), so I don't see any synergy there. Apple can afford it, but I see no reason why they'd want to take on so much bloat and so many problems.
AMD cannot afford to buy Intel - AMD is doing very well, and growing their market share every quarter, but they're simply not large enough yet, and I don't think they have enough ready cash to hand. I don't know that AMD wants to take on Intel's bloated org chart, either, and they don't really need Intel's technical expertise given that they're currently out-innovating Intel anyway. They might want to poach some people from Intel, or poach some people back from Intel, and there's some of Intel's IP that they might be interested in, but that's about it for Intel's design business that I could imagine AMD wanting to own. And as for Intel's fab business, that doesn't really exist yet -- Intel has fabs, but they're really only fabbing chips for themselves, and haven't grown a 3rd party fabbing business yet. And AMD suddenly owning a fabbing business that competes directly with TSMC, which whom they have a long-standing and very friendly partnership, would just complicate that relationship without yielding any immediate benefit. Sure, AMD would be first in line at their own fabs, rather than 2nd in line behind Apple for TSMC's fabs, but I'm not sure that's worth the cost to them.
And as for Samsung... they're only slightly less troubled than Intel at the moment. Sure, they might be interested in owning Intel's fabs, and don't have the conflict of interest that complicates the AMD/TSMC partnership relative to an acquisition, but do they have the money? I'm not sure they do, and since they're also a foreign-based company, I don't know that they can count on the US government to be able to help in any material way. That just leaves the likes of Google and Amazon, whose antitrust troubles (at least in the US) are likely to ease in a few months' time when the incoming Trump administration replaces Lina Khan as head of the FTC, and who might have the financial resources, but I don't know that either of them have enough expertise in chip design and manufacture to make the deal worthwhile, either, except as a possible AI play. Maybe?
I dunno. Looking at the landscape right now, and who might be both interested in *and able to* acquire Intel, I think Intel might actually just be doomed. Which is not something I'd have predicted just a few years ago, but there it is.
AMD likely wouldn't be allowed to buy Intel even if they could afford them.
Since they would then have a monopoly on X86 CPU.
Apple is in the biggest Bubble ever created by investors and it is ready to collapte as the American economy collaptes there is a reason people jumped to there deaths on black Friday - how can the company be worth more then all other cell companies combined, Apple is the past.
@@mydogbuddy07 x86 is by all acounts already dead, just waiting it out in the old chips home, Intel. The fabs are the only valuable thing Intel has to offer, and even then just starting from scratch is probably a far better option.
@@qwertyzxaszc6323x86 is NOT dead lol. Servers, laptop and desktop use it. Laptops are very slowly turning to ARM but 99.9% of laptops are still X86, only place where arm has a stronghold is mobile.
@@mydogbuddy07 Could NVidia go for the deal, this would be a great investment for them.
I didn’t realize how badly Intel dropped the ball big
Yeah I have been saying that Intel has been sabotaged at Videocardz website 6 months ago but the trolls got triggered and here we are! Battlemage is the last straw.
Watch Intel drag down Apple like Monsanto dragged Bayer.
They wouldn't though Apple would run down there cpu business and just use the fabs for themselves.
Monsanto saved my village from starvation
Intel is getting what they deserve. They were on top, and they stagnated. They didn't innovate for years. They just coasted, and now they are getting their shit pushed in hard. I don't want them to fail, but I think they are gonna need a buyout or a merger.
What's funny is over in reddit a guy invested the entirety of his inheritance from his mother.....$450,000 or so... he lost $150k in 2 days 😂
He's still refusing to sell and that was a month ago so god knows what he's lost now.
@Jasontvnd9 that's rough and delusional.
@@ThunderGod9182 Hos rational was that it would bounce back at some point.... Height of sheer stupidity.
@Jasontvnd9 well, if they do a merger or a buyout, it could. AMD stock was dirt cheap before ryzen launched.
I don't think any further buyout between these top semiconductor companies is possible. They will eventually be stopped by some random country's antitrust department.
Also how much more will the public allow too? Recent elections kind of indicate voters aren't happy about such things.
I really want competition and improvement but not from apple. I dont want USA five eyes chips
if Intel's fabs are eve close to TSMC, why is intel using TSMC for arrow lake?
BC Intel 20A wouldn’t make any $. So Intel used TSMC completely for ARL, LNL, & Gaudi 3. Intel 18A better work in 2025 or US government is going to be very angry!!!
I get the "national security" talk, but the way we just casually talk about government encouraged mergers is surreal. What the heck happened to this country?
@MichaelDeHaven look who u guys voted for. I think that the least of ur concerns. Enjoy ur tariffs 😅
Sigh, I swear I didn't mean to involve politics. But yes, we'll likely have a bunch of stupid tariffs to deal with going forward. It is, what it is. The people voted, and we are still a democracy. Now back to tech stuff.
@@JakeySurani Trump ain't good true but the other side is literally restarted that's the problem. People have had enough of the woke bs that's why every relevant country is electing right wing govt this time around
Apple buying Intel seems like a really bad thing in my opinion. Apple already has a big monopoly, that would only make it worse (Again, in my opinion).
How does apple have a monopoly? Don’t they have like a 30% market share in hardware? That’s hardly a monopoly.
@@luipaardprintus monopoly is more what they mean 😂
I wouldn't buy intel if i was apple.
Why buy them the last 10 years 😂
Apple and google needs to merge
@@jamesrock9446why
I think Intel's problems started 10 years ago. It is first now that the problems of their wrong decisions have surfaced in full scale
This. Absolutely this. E-Cores and their 14nm++++++ process were the first signs.
folks criticizing this do not realize that it is all about intel foundries (manufacturing!) and national security (independence from unreliable ally taiwan/tsmc). intel architecture is totally irrelevant in this discussion. intel manufacturing is a national gem for the us. systemic relevance.
Intel may as well be a government owned corporation. The U.S. will subsidize Intel no matter what happens to keep them alive.
Taiwan is not an unreliable ally.
Just let Intel rebuild like AMD did. I hate monopolies.
🤣 🤣 🤣 🤣
Your whole little "Number go down. Number not go up." spiel.
I died it was sooo good
The last thing Intel needs is money. They are still sitting on 150 billions.
Intels business is that their fabs are not cost efficient. This never mattered as long as wafers were dirt cheap, but now in the EUV era it does matter if you only produce one third for the same investment cost.
But getting rid of their fabs is also not an option as their design teams are all worse than the competition. Arrow Lake ckearly shows that. Always have been. But they were carried by their fabs.
Intel doesn't have any where near that, They have less than 30Bln in reserves, their market cap is only 111Bln and they are bleeding money at a death spiral rate. They put their hopes into a new design and tried to do process changes at the same time and it hasn't paid off and from reviews it may not be a sound architecture moving forward. These designs have been in the works for 4-5 years and turned out awful so far.
Both things are not true.
@@jimmanis6717You think it would be better for Intel to spin off the fabs like AMD and consolidate US chip manufacturing owned by consortium tech giants like Apple, Nvidia?
If Nvidia starts releasing CPU/APU Intels days are numbered.
They are already numbered. Pat is an idiot.
Not really, we need foundaries in the us. Nvidia isn't about to start a foundary business right now. They badly depend on TSMC like everyone else.
@@MrJustek yeah and to recoup any costs on that new foundry would be astronomical for consumers plus all the years of TSMC fine tuning those fabs, nvidia could do it but it would come at such a cost that if it failed they most likely wouldnt attempt it again
intels lastest apus are arguably better than amds
@@MrJustekMore likely, their design teams that make CPUs and GPUs will be completely dead. Intel might be a foundry and IP company only.
I never thought I'd live to see the day of Intel collapsing. They kind of did this to themselves, though.
Intel may sell half of the fabs to see how it works.
didnt AMD did that when they sold of the chipmaker tcms
@@Aceiolix You mean GlobalFoundries
you don't sell half a fan business.
Apple doesn't need x86 - the biggest intellectual asset Intel has.
it's the fabs
@@cmdrls212 Intel is a whole package right now. And I don't see them selling just the fabs.
@andrey7268 It's not up to them anymore. shareholders want value and the right offer is all that matters
I still remember how everyone including myself, thought Pat would be the savor of Intel. Now everyone know he isn't.
He didnt save VMWare either...
Literally no one who knew about him thought he was going to do any saving. He's always been a fence sitter, It takes bold moves to turn around a company that large, you don't steer a battleship with an oar hanging over the side.
@@jimmanis6717 glad I didnt invest in intel, I would invest when its $2, oh how the tables have turned XD
Pat was Always CEO during Intels dark ages and he was never able to completely pull Intel out of that status until a leadership change happened. He always employed stopgap generations when he was CEO for the stockholders such as the Pentium D CPU which is 2 pentium 4 dies on a single chip and when he was CEO in 2021 he released Rocketlake 11th gen which is a Frankenstein alder lake architecture with 14 nm cores. The architecture was only supposed to have 8P cores and some E cores but since the 10nm p cores and e cores weren't ready yet they didn't wait for them to be ready and they decided to fill in the 8P core space with 8 14nm cores instead. He did it again in 2023 with 14th gen and that ruined Intel's stock to what it is today. I don't want Intel to fail so if they want to succeed they definitely need a leadership change.
@@Wahinies True this guy needs to be ousted from his position to a lower position.
Elon will be allowed to buy Intel and get 100 bn in Chips act funding
This might sound crazy and you were probably being sarcastic, but the sad reality is that I wouldn't even be surprised.
That Elon-Donald bromance is honestly scary as sh*t, and with Donald's "I don't care if it's legal" and Elon's "there's no such thing as thinking too big" attitudes this might well happen.
TDS trump wasn't mentioned at all.
@@danieloberhofer9035 Another scared fear mongering lib at it again, calm down and drink some water you'll live.
After the massive failure of Twitter, nobody is going to lend him money, and he won't spend his own money as he will collapse the stock like with Twitter. Elon doesn't understand tech. Plus he's going to be too busy cashing in from space x contracts as he seeks to abolish NASA
They want Intel to remain in American hand.
FYI, TSMC’s Fabs in Taiwan & Japan are built to withstand magnitude 7 earthquakes & continue production.
not built to withstand war though if push comes to shove with china. pats comment is not technically wrong, just... disrespectful.
Yesh, they know that really as Asianometry was a guest on the show after the last Taiwan earthquake briefly halted production.
The earthquake was really a less controversial strawman to stand for a range of events with effects on scale of a massive natural disaster.
Japan is also building a domestic fab called Rapidus and they are looking for 2nm product in 2027.
that would be a horrible idea, and the opposite of what the government should be doing
Not to mention why would an ARM BASED SEMI DESIGNER WANT INTEL FAB OR DESIGN?
the equipment and independence from tsmc in case of a war
gelsinger just did a ratner on intel. gerald ratner managed a successful jewelry business but at a meeting of business directors he made a speech where he said 'how can we sell our jewelry so cheap? because its crap'. he went on to compare it to a sandwich from upmarket store chain Marks and Spencers (M&S) and said the sandwich might last longer. Gelsinger just did the exact same mistake and it just didnt go 'viral' since Ratner made his comments in the days when the internet was less important as a news source and tv networks all focused on his speech. difference? Ratner's business went downhill for a while thanks to his mistake. intel was already on the ropes with Gelsinger stabbing it somewhere painful.
Intel's only EUV full scale plant is in Ireland Leixlip, Ireland. They have an R&D facility in the US that can some EUV production but in a small amount
Apple is not buying Intel. Their fabs are not as good as TSMC if I understand correctly, and a whole Intel buyout would mean they would have to carry a bunch of dead weight, like x86, server business, a bunch of stuff they have 0 interest pursuing. Why would Apple buy Intel's fabs absorbing all the expenses and problems that they have to just make a less efficient M or A series SoC in America by the end of it?
Apple doesn't need Intel like Intel needs a company like Apple. But Intel bit the hand that was feeding them, so their food supply was rightfully cut off.
Tariffs and to dominate server and client instead of only mobile. With the right leadership and enough funding, it could happen.
Taiwan does indeed want a lot of eggs on that island -- as leverage to make sure the US would intervene in any incredibly foolish attempt by Beijing to storm Taiwan's beaches.
No way Apple is buying intel right when they succesfully finished their ARM migration. What is more likely is Nvidia specifically for the FAB business and they already wanted to make a CPU when trying to buy ARM.
Samsung Intel merger would never happen. The owning family of Samsung wont do anything that might hinder their control over samsung
Intel's foundries and patent portfolios alone is worth it to Apple.
Doubt it's worth it... Apple would only do it to shut it down.
Shut down all but the fabs, ya
@@chillnspace777 Fabs are losing even more money than the design team. Shut it all down and continue using TSMC while using some Intel patents probably.
40% off from TSMC is ridiculous. No way that piece of news is accurate.
This. Even TSMC top client in the past only get something like 1to 3 percent discount at most.
"Washington"?
Was this episode recorded before Trump won? Because we certainly have no idea what he will do when it comes to chip manufacturing.
Yeah it was recorded before the election. Posted on 11/5 and he gives access to patreon supporters a couple days before it gets to youtube.
I doubt he would know what a cpu does.
@shiraz1736 uhm, yes, but the people in charge of the specifics have ideas on how to lead this country.
@ I’m 99% sure that a group of rich geriatrics have anyone’s best interest in mind except their own and the people who have financial clout that surround themselves with them.
he will do nothing just like the last time. he only cares about lining his pockets. congress is useless. Washington was dysfunctional with him, Washington will remain dysfunctional again
8:00 - fascinating to see that people STILL can't accept how bad the situation is for Intel and seem to be in denial about the fact that everything Intel related is going down - stock price, market cap, market share, sales, everything.
I hope to hell not. If apple buys intel, intel is over for me. I mean what kind of schizophrenic shenanigans, like button on pc undrneath or charger on mouse underneath can they come up with in CPUs? The price gonna be increased twice cuz its gonna be 'premium' cpu with apple logo on it for sure.
Their M chips are very good though.
@@ivanbrasla dunno about their chips, only that game devs refuse to port their games onto macs, cuz of absolutely horrendous coding experience they have on mac computers.
@@Hokunin Most of the lack of porting is just because the market of Mac gamers is relatively small so it’s not worth porting over. Any developers building for any platform you’re going to get a bunch of people who say building for that platform is the worst platform.
Also, Apple would likely have very little interest in Intel because they would not be making chips to sell to the market. Just final products. Even with massive subsidies and a fire sale and Apple pretty much just acquiring the foundry, it wouldn’t be worth it for them.
It would be a massive amount of additional complexity for Apple to deal with for what is effectively a worse fab, and only a relatively modest decrease in cost.
@@quantuminfinity4260 Sure, but developing for any other platform is mostly free, yet apple is 100$ a year
Not sure where you got the pic of the apple ceo to photoshop for the video thumbnail, but I shudder to think what he’s grabbing in the actual picture 🤮
It is wild that the second best chip manufacturer in the world is up for sale .
Samsung is up for sale now?
@aa-yt7wo if I wanted storage, then I would go with Micron in the United States.
because they are no longer the second biggest chip manufacturer
@@aa-yt7wo samsung 3 nm = tsmc 7 nm. they are shit
@@aa-yt7woSamsung's fabs are pretty empty these days, they haven't really been competitive for a few generations now
Gelsinger is right about one thing, Intel needs fabs and so do the US. If they sold off half of those 10nm fabs, so what? Keep the best and sell the rest. Tesla might want one for their own use.
Why all of the focus on Intel from the US government? AMD is an American company too. AMD is the only one keeping x86 alive and deserve the funding far more.
Because AMD is not strategic asset, Intel already long term relationship on US Defense Project.
Intel also manufacture Chip in house, which another strategic asset
US Gov do not want lose another Semiconductor manufacturer, but US based manufacturing proven difficult compared to asian one
Foundries and AMD isn't *seen* as important.
@@MichaelDeHavenfoundries are super important. Everyone is building their chips in taiwan and not US. Did you even watch the video.
Z-add,
? I literally listed foundries as the first word in my reply. Did you @ the wrong person or something? Or did you not read my post?
@@heickelrrx 'Intel also manufacture Chip in house' While relying on TSMC. So surely Intel against US interests by doing so. If that's the case then ban Intel from using TSMC in future.
Just never ending nonsense.
+++
Intel is going through moments similar to Boeing's.
Elon should buy intel. Would be brilliant move for Tesla, X, and SpaceX……
Intel needs to setup a backer and kickstarter page. Or that thing Wikipedia does from time to time where they ask for donations.
IMAGINE
Intel is losing ground in the consumer market and the datacenter market now but they still have close to an equal foothold in the datacenters. They are not going anywhere, if anything Intel is swapping places with AMD and will become the underdog. No one bought AMD back in the day so why would thye buy Intel. Sure Intel has Fabs which AMD did not have but if anything that gives them the upper hand to come back.
TSMC is forbidden from producing the 2nm node outside of Taiwan.
so the US govt won't buy intel anymore, even for military use ?
Intel at this point are delaying the inevitable if a merger doesn't happen. They're in a never-ending race and AMD have lapped them (no pun intended), TSMC have lapped them multiple times, They have zero products on the market that are attractive vs competition, and they're sitting on a mountain of IP and resources that are going to waste. Ryzen didn't wreck Intel, Intel wrecked themselves with a decade of bad decision.
Yeah except those other companies are wild cards. US Gov wants domestic in case some shit goes down in Taiwan.
Intel did recently invest a sh..load of capital into new ASML EUV machines.
I do hope their 18A bet pays off and that they stick it out in 2025.
But the long term fact remains unchanged, that their competitors won't use their foundries, and they have to carry the sales themselves, unlike TSMC.
And yet, they are the sole relevant EUV foundry in US, and should be in 10 years.
Something interesting might happen here.
intel did this to themselves, complacency and coasting leads to product and brand destruction, it's honestly not that dissimilar to what has happened to xbox as a brand, they forget or the new leadership is just completely unaware of the factors and reasons why they get to the point they reached in the first place, so they are not aware of the steps needed to sustain or adapt from that point either
In a business sense Samsung buying Intel, or parts of the foundry divisions, makes most sense, because SS's non-memory chips have been so poor since way back. Also the nvidia 30 series put the nail in the coffin for how poor SS's chips were so them making sure for 1 upgrade and consume some of the knowledge they have in intel makes a lot of sense, and also the obvious mobile chip stuff too; as mentioned in the video to not let Qualcomm just leap frog them for good. But in terms of realistic sense either Apple or Qualcomm makes more sense just because the hurdles to make the acquisition, or again parts of divisions, could be easier and the US government being open to it, specially what happened in the election results.
Bankruptcy isn't always fatal.
The problem ist that there is no way that intel will go down in history. Because the problem is when we talk about digitalisation and IT we talk about x86 architexture by intel. No other chip, whether it is Silicons by Apple or Snapdragon processors will be able to substitute intel. Because all programs work on intel but not on all prgramms work on arm processors like silicon or snapdragon.
Apple dropping Intel and then coming back around to merge with them is something I didn’t expect at the start of this year. I’d hate to see it. I just hope a merger doesn’t kill intels x86 products. Intel needs fresh eyes on x86 not an end to products that support the instruction set.
Apple isn't foolish enough to bother with Intel Corp. because Apple is only interested in profitable businesses. Apple certainly doesn't need the headache of dealing with a dying company. Amazon seems like a company that would be willing to grab such a business. They'll do anything to increase revenue if there is such a possibility.
Yeah say that to apple when China tries to invade Taiwan. Intel being domestic will be their only option if that happens, and I'm sure Intel could fab an arm based chip.
with the 40% discount youve got to think the 200 series wouldve been at least 25% cheaper..... a 285k 25% cheaper makes it at least worth considering for certain workloads. intel shot themselves in the foot big time.
Even though its bad for gamers that Amd has no competition i hate intell more because they milked us really hard all these years asking ridiculous prices for shitty cpus and demanded mobo change almost every time
@MooresLawIsDead Tom, that "number go down" rant was the best thing I've ever heard/seen on this channel. Your frustration with the brain-dead intel-fanboys was priceless. How can they not see something so obvious; well, because one can't see sh!t when his head is in the sand.
Just be honest… Intel committed suicide. Whether this was intentional or not, and I never thought in the last decade I’d actually be able to legitimately say this: Apple buying Intel is absolutely possible now.
Why not NVIDIA?
Nvidia doesnt need intel
@@Broni34life, but Apple does? … certainly not. I argue NVIDIA would want the datacenter CPU background of Intel much more than Apple
@@Broni34life They will if Taiwan gets into conflict.
Nividia should buy Intel.
An Intel/Qualcomm merger would be a high I/Q move
who the hell wants to buy a sinking ship
Your mom
European company 's are probably looking to buy Intel too.
Isn't a possibility that Nvidia buy Intel? Get the fabs in house that seem promising and cut out TSMC entirely who cater heavily to Apple even though their products don't sell out day 1 anymore.
no, nvidia already got blocked on there ARM merger for monopolisation issues, nvidia would not be allowed to buy intel because it would then give nvidia too much market monopoly in both the GPU and CPU space, AMD while they do have both, are not on the same level as nvidia in terms of performance. that buy out would be blocked instantly by the EU
@@123TheCloop The new admin will replace lina khan without someone way more pro merger and agree on national security grounds.
There's going to be a lot of mergers in the next 4 years or so.
@@Dangerman-zg3uiit was the British who blocked it
ARM is a completely different situation from Intel. ARM licenses their technology to dozens of manufacturers, all of which are competitors to nVidia. Putting one of the major ARM licensees in charge of the whole ARM platform would be destructive to every licensee except nVidia.
Intel on the other hand, they only really compete with AMD, who nVidia already competes with in GPUs.
I hope to see PCs transition to ARM, or ideally, to RISC-V, with companies worldwide stepping up to produce processors that can revitalize the PC industry and free it from the constraints of the aging x86 architecture!
That would take years, reason x82 is so stable is from decades of work and code.
That TSMC calling intel rude article is over 3 years old!
What i would see AMD, Samsung and Apple doing is paying for patent deals from Intel. That would give Intel some money. Qualcom, TMSC and Samsung could split the fabs. Anything left could then be spin-off as independent business or stay as "Intel"
I suggest that Microchip Technology, Inc. acquire Intel. Even if they don't want to get into x86 right now, at least they could buy the fabs and the brand name and then turn around and lease the fabs out to third parties like Apple or Samsung.
It's better to be Qualcomm x Intel and not the Samsung 😺
I strongly suspect the U.S. government won't allow Intel to be bought by a foreign company. A merger with Samsung or Qualcomm maybe, if Intel stays listed on a U.S. exchange (the government definitely wouldn't let a foreign company take Intel private). They would much prefer an American buyer though.
Apple couldn't care less about x86; they would only be interested in the fabs. If Apple bought Intel they would hollow out the design side, because x86 isn't something Apple ever plans to use again (unless it's maybe in a Mac Pro). An Apple buyout wouldn't give the outcome the government is hoping for.
Nvidia, on the other hand, would probably like to own an x86 licence AND have their own fabs. But, tech monopolies aren't a good outcome either.
40% is crazy
This should be a regular topic
How does a buyout work due to x64 from amd???
I don't think it will happen
no, intel should split their fab business from their design business like AMD did. Make a bomb ass US neutral fab that makes Intel, AMD, and Apple chips.
Why does Gelsinger still have a job?
That's a question I keep asking myself ever since that "Come to Papa!" incident. 😂
its apple this week last week they were saying Qualcomm
Apple buying Intel would be the worst thing that could happen to the x86 architecture, and frankly the PC market as a whole.
None of that is true. Apple wouldn’t be able to do anything to it.
buying intel is a bad idea just like mark baum said "let them bleed first"
If US government wants Apple to buy Intel - Apple could be incentivized by US government agreeing to drop Apple anti-trust lawsuits. Plus Apple could control fab capabilities that otherwise could benefit competitors.
Is there any way Apple could acquire Intel and still maintain good relationship with TMSC?
Plus, Apple might have opportunity to buy Intel assets at bargain basement price.
if the US imposed tariffs on foreign made chips Taiwan should raise the prices through the roof and ASML sell EUV machines to China to create competition for the US.
@mooreslawisdead Why doesn’t Nvidia buy intel? I haven’t heard anyone anywhere bring this up, maybe I’ve missed your opinion on it at some point….but it seems obvious to me for Nvidia to own its own high end fabs in the USA. Am I missing something that’s obvious to everyone else that it’s never even brought up?
I suppose Nvidia already has an amazing relationship with TSMC and maybe that’s why
The real truth: Intel is too big to fail
Lobby moneys dont work now
Makes more for sense for Apple (who has the money to blow) to build their own fab instead of buying a mess of company like Intel. I am sure Apple would have no trouble finding talent.Having said that, it probably makes even more sense for Apple to stay the course and just purchase chips from whomever is best at the moment and not have to worry about yeilds and R&D, not to mention all the other headaches that go with manufacturing.
Google and tesla and Nvidia could buy a plant each
They need a chip manufacturer to stay on home turf at all costs. Especially with potential tariffs on the way. Matching the force of TSMC will also require securing world class designers. Plus Nvidia is closer to a chipset launch of their own. Intel as we know it is going to change drastically.
I don't see Apple wanting to buy Intel, I can see why the Gov. would want it though. I don't think Intel can catch TSMC in process efficiency or performance in the next 4-6 years even if Apple spent tens of billions just on trying to bruteforce it. Nvidia would make most sense, but I don't think the US Gov. wants to make Nvidia even bigger than it already is... then again there is a chance they wouldn't mind. Maybe they could do something similar to how KIOXIA was spun off from Toshiba... they could somehow make Broadcom/TexasIns./Apple/Nvidia shareholders by forcing Intel to into a spin off, maybe only doing it to the foundry part...
how would this affect x86 licensing?
I think Qualcomm buying Intel make sense, considering the problems with ARM, and be banned to use the ARM IP, maybe with them buying Intel they pivot into x86 and with its mobile experience could finally bring solution to push x86 to mobile.
x86 on mobile is not going to happen, ever. That ship sailed years ago.
First, there's the same problem that's slowing ARM's entry into PC, only in reverse: Software compatibility. Practically every smartphone since the inception of that device class uses ARM. Every piece of software in existence would have to be adapted, since emulation would be way to taxing in the low power envelope of a phone.
Second, there's just no need for x86 in a phone. It brings nothing to the table that would make a smartphone better or capable of something that it can't do today with ARM. So why even bother? There's just no upside to balance the myriad downsides.
Had both Intel and Microsoft not completely failed in the smartphone market, there might have been a chance for x86 in that segment. But they did, and now that market is 100% locked in on ARM.
If Intel fabs were competitive with TSMC, they wouldn't have some chips made at TSMC. Intel started having manufacturing issues since 14nm. They still have issues today.
Intel only ditched 20A and went with TSMC 3nm to focus all their attention and resources to get 18A right.
Nobody should buy Intel ok?
apple already got burned buying their modem business, they're not gonna buy anything else intel lol