Intel holds firm against takeover bids, rejects Arm's acquisition proposal

[Rapob]

Imagine if AMD brought out a bid too, it'd be great for memes.

AMD can't afford to buy Intel.

Intel could put a bid on AMD as well then.

None of these bids are taken serious and neither ARM or Qualcomm can afford to buy Intel either.

 

[Axeia]

AMD can't afford to buy Intel.

Intel could put a bid on AMD as well then.

None of these bids are taken serious and neither ARM or Qualcomm can afford to buy Intel either.

The simplest way to look at it as a layman is just looking at the market caps of the companies and how they're doing (basically if they're worth a penny, and if they're doing well they can likely take out loans or get some kind of collateral to front it).
QualComm: $185.53 B - Mostly steady increases in value although they have dropped off fairly recently
ARM: $147.76 B - Pretty steady increase
AMD: $264.47 B - Extreme growth since 2018
Intel: $99.84 B - Sharp drop off since 2024 this year putting them back at 2013 values (not corrected for inflation)

imo AMD would be the most likely to put in a successful bid, but they haven't*. ARM/Qualcomm are likely just testing the waters to see if Intel is desperate enough to get a bargain, also gets them into the news / possible raise their value. More often than not these moves just seem to be for that reason.

* Like I said in the post - I'd just want to see it for the memes. Intel has taken the mickey out of AMD several times for not owning fabs. Imagine them having to sell theirs to AMDs - that'd be great meme fuel.

 

[RaXelliX]

All they have to do is use their latest mature node (20A?) to produce and release in volume an Alchemist Arc A790+ with 64GB GDDR6X VRAM for just 400-500$ (with taxes) in the next 3 months, and it'll be flying off the shelves in no time! Is it so difficult?

If they were to sell just 10 million Arc 790+ 64GB cards at a profit of 200 dollars each, they would have made a total profit of 2 billion. They already have the factories, and they continue to pay salaries just to keep them running on idle.

So many problems with this fairy tale.

20A was cancelled and even 18A is not suitable for cutting edge GPU's.TSMC's 3nm is full and N4 is not the latest and greatest anymore.
In order to support 64GB on that old architecture it would need to be re-architected and that's not cheap (or fast).
G6X is Micron exclusive. If even Nvidia cant get enough supply of G6X for their 4070 Ti and is forced to release a regular G6 version then that tells you how low G6X production volume really is. 64GB per card? Forget it. Nvidia cant even get stable supply for a 8GB card. Plus there is probably some sort of exclusivity deal between Micron and Nvidia for G6X (like it was with G5X).

This hypothetical card would never happen even if Intel themselves wanted it to.