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Sources Say Intel Is An Acquisition Target

XYang2023

Well-known member
"About two months ago, SemiAccurate was read an email about a company trying to acquire Intel, whole. We have absolute faith in the accuracy of this email but it took months to confirm it."

"Last week we got confirmation, directly, from another highly placed source. This took SemiAccurate from about 60% confidence in the plan being real to more than 90%. Subsequent conversations have moved it to the point of near certainty. So why all this preamble? Because it is very hard to believe it but once again, SemiAccurate has 100% confidence that the original email was real and that it said the company in question wanted to acquire Intel whole. This mystery company has the resources to pull it off, especially at Intel’s current valuation too."

"So who is it, and what might that have to do with Intel’s current CEO situation? Please sit down before reading on, reader safety comes first."

 
Rumor: I am acquiring Intel
Source: Made Up Emails I created
I'm not sure what is behind the paywall. He is a journalist, and I’ve been following him for a while.

His prediction about the Qualcomm X Elite was spot on. Before the launch, he predicted there would be a lot of returns. He also reported many other things that turned out to be true.

On BlueSky:

1737125016478.png
 
I'm not sure what is behind the paywall. He is a journalist, and I’ve been following him for a while.

His prediction about the Qualcomm X Elite was spot on. Before the launch, he predicted there would be a lot of returns. He also reported many other things that turned out to be true.

On BlueSky:

View attachment 2700
There is one thing predicting about Qcom laptop shakeup and another about acquisition of the only US Leading Fab that has gotten Billions from Government and don't forget no one is going to let it slide it is even bigger acquisition than ARM by NVDA
 
I'm not sure what is behind the paywall. He is a journalist, and I’ve been following him for a while.

His prediction about the Qualcomm X Elite was spot on. Before the launch, he predicted there would be a lot of returns. He also reported many other things that turned out to be true.

On BlueSky:

View attachment 2700
He did proclaim to the world that Intel had cancelled 10nm development back in 2019. Amusingly I think he even claimed Intel 14nm yields were still bad back then. Humorously Intel launched icelake that very year. So semi accurate indeed. Although maybe "rarely accurate" would be a more fitting name. Like Moore's Law is Dead, a broken clock is right twice a day. I would follow Charlie as entertainment rather information.
 
There is one thing predicting about Qcom laptop shakeup and another about acquisition of the only US Leading Fab that has gotten Billions from Government and don't forget no one is going to let it slide it is even bigger acquisition than ARM by NVDA
If the acquisition can create an entity that can put serious competition against TSMC. I would support it.
 
Charlie is a really good source on such big things related to Intel. I don't have a subscription. My guess is that it's Samsung, as some Federal representatives have pitched that Samsung and Intel should collaborate more closely - and it looks like Samsung needs Intel's sub 2nm-processes, and Intel needs Samsung's trailing edge processes for their older equipment.

Any other guesses?
 
I don't have any option who could do this

It could be Berkshire (but they hate high capital-intensive business- so less likely) or some Private Equity firms like Brookfield or Apollo. Brookfield is already part of Arizona SCIP and Apollo is part of Ireland SCIP & they were willing to invest more in Intel per news last year.

I mean which company would buy Intel, take all the risk of debt + losing market share situation and be willing to spend about $30 billion a year on capex to keep the music going for Intel to be successful. 🤔. It would wreck their current financials in the short term and a huge risk.
 
It could be Berkshire (but they hate high capital-intensive business- so less likely) or some Private Equity firms like Brookfield or Apollo. Brookfield is already part of Arizona SCIP and Apollo is part of Ireland SCIP & they were willing to invest more in Intel per news last year.

I mean which company would buy Intel, take all the risk of debt + losing market share situation and be willing to spend about $30 billion a year on capex to keep the music going for Intel to be successful. 🤔. It would wreck their current financials in the short term and a huge risk.
I don't think any of these companies (especially Berkshire) are risk-taking enough to do this. My guess is that Brookfield and Apollo are already regretting the deals they've made with Intel.
 
It could be Berkshire (but they hate high capital-intensive business- so less likely) or some Private Equity firms like Brookfield or Apollo. Brookfield is already part of Arizona SCIP and Apollo is part of Ireland SCIP & they were willing to invest more in Intel per news last year.

I mean which company would buy Intel, take all the risk of debt + losing market share situation and be willing to spend about $30 billion a year on capex to keep the music going for Intel to be successful. 🤔. It would wreck their current financials in the short term and a huge risk.

Like you said, Buffett don’t like high capital intensive business, so there’s no way he wants to put tons of money to against a company “there is nobody in their league “
 
I think Broadcom could be real and would be my #1 pick to acquire Intel. Hock Tan has mentioned it. Intel needs drastic cuts and Hock is known for that. He is also a no nonsense leader which Intel has not seen since Andy Grove. You cannot argue with Hock's results.

I do not see a Samsung connection and don't think it would be approved by the US or China. That would be a disaster. Samsung's semiconductor leadership changes just about every year.

Charlie Demerjian throws a dozen things against the wall and when one sticks that is all you hear about. I met Charlie at a conference when he started trolling the foundries. This was in the early days of GlobalFoundries and let me tell you he is not a very personable guy. Zero eye contact, especially not with my wife :ROFLMAO:I have not seen him at a conference since. I think his site died when he put up a pay wall.

I have respect for media folk who attend conferences and mix it up in the trenches rather than post from afar.
 
I think Broadcom could be real and would be my #1 pick to acquire Intel. Hock Tan has mentioned it. Intel needs drastic cuts and Hock is known for that. He is also a no nonsense leader which Intel has not seen since Andy Grove. You cannot argue with Hock's results.
If He acquires Intel all custom ASIC business will come to Intel foundry in long term he has literal chance to compete with Nvidia with Intel Fabs
I do not see a Samsung connection and don't think it would be approved by the US or China. That would be a disaster. Samsung's semiconductor leadership changes just about every year.

Charlie Demerjian throws a dozen things against the wall and when one sticks that is all you hear about. I met Charlie at a conference when he started trolling the foundries. This was in the early days of GlobalFoundries and let me tell you he is not a very personable guy. Zero eye contact, especially not with my wife :ROFLMAO:I have not seen him at a conference since. I think his site died when he put up a pay wall.

I have respect for media folk who attend conferences and mix it up in the trenches rather than post from afar.
🤣
 
Laugh all you want, but the dummies, excuse me, stock traders, have bid INTC shares up 9% this morning, apparently based on Demerjian's posting, which was reported by Bloomberg.
It's astonishing that something this small and unsubstantiated can apparently not only move the needle, but shift it by nearly 10%. Presumably there must be other sources of information to justify the Intel stock move. There's got to be some level of information checking, assessment and actual intelligence between a SemiAccurate posting and a huge market move, hasn't there ? What are the small army of Wall Street analysts doing ? Alarming if potential market manipulation (not saying it is in this case) really is this easy ...
 
Laugh all you want, but the dummies, excuse me, stock traders, have bid INTC shares up 9% this morning, apparently based on Demerjian's posting, which was reported by Bloomberg.

Here is a non pay wall version. They did not even pay to see who it is? :ROFLMAO: I think two months ago Qualcomm was the rumored acquirer per Bloomberg. I think Arm as well, just the Intel Product Group.

The rumored interest in acquiring Intel combined with steps taken by the chipmaker to internally separate its products and manufacturing businesses have raised questions about whether the company will remain fully intact or be split up in the future.

SemiAccurate, a semiconductor industry publication, said Friday it was read an email two months ago stating directly “that the company was interested [sic] acquiring Intel.” It added that a “highly placed source” confirmed the interest last week.

The free version of the article did not identify the prospective buyer, and it was not clear if the subscriber version of the article named the company.


 
It's astonishing that something this small and unsubstantiated can apparently not only move the needle, but shift it by nearly 10%. Presumably there must be other sources of information to justify the Intel stock move. There's got to be some level of information checking, assessment and actual intelligence between a SemiAccurate posting and a huge market move, hasn't there ? What are the small army of Wall Street analysts doing ? Alarming if potential market manipulation (not saying it is in this case) really is this easy ...
In the old days of the equity markets being dominated by institutional buyers and recommendations from professional brokers, stuff like this was not common. But now millions of individual traders have online brokerage accounts, day trade, and they often get their trading ideas from Reddit, Facebook, and X. Which stocks to target, what to do. You've got to have a strong stomach to trade in individual stocks these days.
 
My two cents since I want to be an 'active member'! 😅 I have no more knowledge (and even less technical knowledge) than you....

Broadcom
If Broadcom couldn't snag Qualcomm due to national security concerns (by Trump! source: https://www.cnbc.com/2018/03/12/tru...ting-broadcoms-bid-to-take-over-qualcomm.html) in 2018. I don't understand how they can get approval from the US government (or China for that matter) to snag Intel...especially given how important the US now views Intel's foundry business. What am I missing here?

Qualcomm
Reports have indicated they lost interest in Intel (source: https://www.tomshardware.com/tech-industry/qualcomm-reportedly-loses-interest-in-intel-takeover)

Apple
In my opinion, not a chance....due to China. I can't imagine a scenario where China would ever want a stronger U.S. foundry (Intel). Given Apple's immense business in China, I can't see this happening.

Samsung
See my reasoning for Broadcom. The US would reject a foreign entity controlling their only cutting-edge foundry or China would reject the deal. Like Apple, Samsung does immense business in China.

Nvidia
IF there was a tech company that realistically could swallow Intel, Nvidia would be my pick. I can't imagine there would be any objections by the US government and while Nvidia does immense business in China, China strongly desires/wants to use Nvidia's technologies. Perhaps a deal might be remotely possible here?

Hedge Funds
If the US wants to see Intel die, then by all means let them purchase Intel. 🙄 The last thing we need is having profit-driven people known for sacrificing long-term success in charge of a critical technology.

ARM
ARM was interested in Intel's product division but not its foundry business. Given that its a foreign company and Intel previously agreeing NOT to fully sell its foundry business in order to receive around $8 billion in CHIPS Act grants...I don't see ARM making another effort.
 
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