Amid increased attention to the possible largest deal in the field of semiconductor industry, in which the American company Qualcomm plans to fully buy the American company Intel, the management of the potential buyer is making new statements.

In general, the acquisition of one American giant by another will be friendly — that is, Intel will change the actual owner, but the company itself, production and business will be continued, and not built into the structure of Qualcomm in parts. However, Qualcomm’s management does not rule out that part of Intel’s assets will be sold in the future.

Obviously, the main value is represented by Intel’s development department and its laboratories, which have been designing new processors for many decades. In the same way, Qualcomm may be interested in the production facilities put into operation that provide lithography according to new technical processes. Until 2024, Intel remains one of the few companies with a global name that does not rely entirely and completely on contract manufacturers such as TSMC. Other American giants, such as Apple, NVIDIA or AMD, have long been without their own production facilities and are totally and completely dependent on the lines of TSMC (chips), Samsung (memory, screens) and smaller contractors.

The Intel company itself and its management are calm about Qualcomm’s intentions, especially since some of the secondary companies have already been brought to the public market and actually sold off due to unnecessaryness or in order to reduce costs.

If the Qualcomm deal doesn’t happen, nothing will change for Intel. The last two generations of processors were failures, the company is experiencing record losses and cutting costs in all directions. One way or another, Intel will catch up with a wave of layoffs, cutting marketing costs until 2026 and freezing current projects. The company does not plan to actively continue its projects in Europe, and the plant in Malaysia, although it was built, will not be put into operation in the coming years. All this is done in order to stabilize the situation and concentrate all resources on the two main categories of Intel’s business – the production of processors for PCs and for servers. Until recently, Intel was the undisputed leader in both markets, and in the server segment the company still occupies a dominant position due to the inertia of this segment, even though AMD is winning back the share of the server market year after year.

A significant role in this process can be played by the partnership with the cloud division of Amazon, which is now actively increasing the pace due to the increased demand for DC and computing power. For them, Intel plans to produce components using its own 18A technology. Intel will also look for other contract customers in order to offer them its production facilities for the production of products.

The general course of the American giant is more or less clear. The games of media giant and trendsetter are over, as is the era of Intel’s absolute market dominance. An attempt to increase capital through business expansion, when the company had a lot of money and no competitors, failed. As a result, Intel is returning to its roots, that is, to the status of a reliable manufacturer and supplier of chips with its own production lines, which can advantageously distinguish it from other American companies that are now heavily dependent on TSMC lines. The only question that may concern some consumers and to which there are no public answers yet is the fate of arc video cards, which were so actively developed and promoted by Intel. There is hope that since they are products of our own production and generally show good results, the project will be continued regardless of whether Intel will retain its independence or will be bought by Qualcomm for $87-90 billion – this is the amount that the entire company is currently valued at quite.