Who has the scoop on who the mystery company is?
From Insider Monkey:
News website SemiAccurate today reported that "about two months ago" it "was read an email about a company trying to acquire (all of) Intel." The website indicated that this unnamed potential acquirer has not been previously mentioned in the media as a possible suitor for INTC.
https://finance.yahoo.com/news/why-intel-intc-stock-rallying-144110889.html
Saar!!!
Apple will buy Intel to create a data center AI business to rival Nvidia. They have the GPU technology and will use them to build H100/GH200 like systems.
Man we really at the worst. The fact that we could be bought. Sheesh it’s worst then I thought. Laughing stock of industry
SpaceX’s valuation is $350B so I’d say they have enough juice to pull this off of they want to. Seems like an odd combination though.
Be open to the idea that the buyer would proceed to part out the company, keeping just what they wanted.
Musk has a big AI project and Sam Altman has been claiming AI needs a lot of fabs. Neither would want x86, and Apple/Microsoft/Nvidia (etc) wouldn't want that either, so likely product groups get sold off to AMD or QCOM, or that is all that remains of Intel.
Anyone obsessing over mass layoffs is stuck in some version of an IDM model and that is clearly not is going on now. Mass layoffs would support keeping the company together and scaling down to profitability.
Instead, if the company is to be broken up, then unless the various buyers can get some synergies, the layoffs would be specific to each group being sold. The acquiring companies might even ramp up headcount, if they feel Intel was not fully realizing the potential or was unable to fully capitalize some group.
Hard to imagine any buyer of the company wanting to keep it as is, so I'd expect anything but that to be where Intel is at the end of 2025.
SpaceX does not have the financial where-with-all to pull that off.
Burger King ... maybe? //JK ---- I bet it is Avago-Broadcom
China Investment Corporation - now that will be a solid clap back for what happened to TikTok.
It’s Broadcom.
Hock Tan is going to fire a ton of people.
Good luck.
SpaceX, ie Musk, would be a good candidate to buy Intel but it wouldn't be for any of the x86 products. Most current employees would soon be former employees. The company formerly known as Intel would be used as a clean slate to design and manufacture AI hardware that Musk needs for his other businesses.
Amazon, Microsoft, Apple
SemiAccurate names SpaceX as the potential buyer (in their "for paid subscribers only" paragraphs)
Apple makes the most sense. They hate third party suppliers. They already have bought Intel's 5G business. If Intel has functional 18A, then the business is dirt cheap even with a 100% markup and $50B (really 25B) debt.
*broadcom share is not rocketing
I would like to think that NVDA see us as an inexpensive asset with great potential under the correct leadership.
broadcom share is the rocketing
Whichever company that will acquire Intel as a whole will fail miserably. Even the US government is not an exception.
Wait...!!! Now it's back to a 7.5% bump! What do I do? Panic buy? Panic Sell? Continue the arduous journey of holding & praying for a turn-around? INTC is so stressful... Maybe I should panic sell and put it all on a highly speculative meme coin. Maybe DOGE will get a bump on inauguration day?
Man, I hope y'all bag holders sold the rumor early. That 8.5% bump is already down to a 6.5% bump and falling.
In the SemiAccurate article, Broadcom is tagged at the bottom. So there you have it, and you heard it here 1st!
AMD? Nvidia?
There's an excess of money sloshing around tech. I'm guessing it's not a public company because Intel is a ball and anchor right now. So Musk comes to mind. Or some other "oligarch" who fancies a tech company stamping out AI chips in Ohio.
All the WFH freeloaders are praying it's not Musk. He expects people to actually work.
I mean, even if nothing comes of it you INTC bag holders get a refreshing 8.5% bump from the rumor. Am I right?
Not to change the topic, but how many $Millions of free stock are you selling this morning, Pat? Pays well to run a company in the ground...
May be Musk and Co.
Nvidia and Microsoft are considering this.