Chip-maker Intel needs a turnaround, not a takeover by Qualcomm
They say if there’s ever a Silicon Valley Mount Rushmore, the first face to be chiselled into stone would be that of Gordon Moore. Intel’s chips still do well in the PC sector and also in data servers, which would complement Qualcomm’s position in the mobile market and give it a quick market share boost. But taking on chip foundries would be a burden—they are extremely expensive and Intel’s plans still require billions of dollars of investment if it’s to regain ground lost to Taiwan Semiconductor Manufacturing Co. That’s why more recent reports suggesting Qualcomm might want to buy Intel in its entirety has analysts scratching their heads. Detailed recently in full for the first time, Gelsinger’s good ideas received investor approval as a strong if expensive strategy to claw back some of the ground Intel has lost over the past two decades. Last week, Intel and Amazon.com announced they had reached a deal for Intel’s foundry to make custom AI chips for Amazon Web Services, the world’s largest cloud-computing provider.
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