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业内人士:芯片设计和高通合并,Fab工厂分拆,对英特尔来说或许是眼下最好的选择

Industry insiders: Chip design and Qualcomm merger, Fab factory split, may be the best choice for Intel at the moment.

Gelonghui Finance ·  Sep 22 09:51

According to Yicai, it has been reported that the US chip giant Qualcomm has recently proposed an acquisition plan to Intel. Chip industry insiders said that mergers are the current trend in the chip industry, and capital can also maximize their interests. Wang Yanhui, the founder of Jiemicro.com, said: "Intel's foundry business should be spun off. The IDM model is not suitable for digital systems, but is suitable for analog. Otherwise, it will be difficult to compete with Taiwan Semiconductor." Dai Hui, a senior professional in the communication industry, believes that Intel's action products have failed, and AI is still in the investment stage. The data center server market originally had more than 90% market share, but the cloud computing (which has a lot of demand from the mobile end) has brought competition from rival ARM series chips. With the widespread use of Chromebook, the laptop market has also been eroded, so if the chip design field can merge with Qualcomm, it may be a way out for Intel." Dai Hui said that the merger of chip design and Qualcomm, and the spin-off of fabs, may be the best choice for Intel at the moment.

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