Earlier this month, news surfaced that Qualcomm was considering acquiring Intel due to its disappointing performance. The company reportedly missed out on a multi-billion dollar deal with PlayStation. The underwhelming Arrow Lake launch and the cancellation of certain architectures may have further complicated matters for the chip giant. Now, according to Moore's Law is Dead, referencing industry insiders, it seems other companies have shown interest in Intel too.
Potential Buyers for Intel
Apple and Samsung are two firms that are rumored to be interested in merging with or acquiring Intel. Tom suggests that both companies might be targeting Intel for its foundry services. This strategy could help Apple lessen its dependency on TSMC for high-end chips. Moreover, producing chips within the US would be a significant advantage. However, this plan could be thwarted if Intel opts to spin off its foundry division into a distinct entity.
Samsung's Strategic Interest
In a similar vein, Samsung could leverage Intel Foundry's intellectual property to enhance its own manufacturing capabilities. Recent reports indicate that Samsung Foundry's latest nodes are struggling, with yields as low as 20% on its cutting-edge 3GAP process. While it's possible that this figure has improved, it's still not at a commercially viable level, as seen in the delays or possible cancellations surrounding the Exynos 2500.
Caution Advised
As always, these discussions should be regarded as mere speculation until more evidence emerges. Additionally, Intel has recently collaborated with AMD to create the x86 EAG. Furthermore, it has secured significant contracts from the United States Department of Defense for military-grade chips, along with Amazon Web Services as a client for Intel 18A. This could provide Intel with the financial boost it needs to remain operational in the short term.
Despite some setbacks in the desktop sector, Intel has seen success with Lunar Lake, and the Arrow Lake laptop is also appearing to be quite competitive. Looking ahead, Panther Lake, set to release next year, has the potential to challenge Apple in terms of performance-per-watt, thanks to improvements in 18A like RibbonFET and backside power delivery.
Moore's Law is Dead on YouTube.
