- Several large companies are interested in acquiring Intel, they claim reports
- Accessories potentially include TSMC and Broadcom, but AMD could block them
- An agreement that dates back to 16 years will require that any intel buyer negotiate with AMD
Recent reports have stated that Taiwan Semiconductor Manufacturing Co. (TSMC) and Broadcom are considering the agreements separately to separate Intel, with Broadcom interested in the design of the company’s chip and marketing and marketing of the company and TSMC potentially interested in the factories of Chips That story came immediately after a report from Eenews EuropeHe suggested an alternative scenario in which Intel could fuse with Globalfoundries, a firm born from the AMD manufacturing division that vanished some years ago when the chip manufacturer in the then fighter decided to go to Fables.
There is no confirmation that Intel will sell to any of the potential suitors that are rumored that they are sniffing, but there are obstacles that any buyer must take into account. One, of course, is not likely that the United States government is interested in allowing a foreign entity such as TSMC to execute the Intel chips business. Another problem that Digit to dollars Taken to light in November 2024, it could further complicate any agreement.
Broad cross license agreements
“We are frequently asked some version of ‘Does anyone acquire Intel?'” The site said. “At this point, we believe it is very unlikely, but these are very unpredictable times. Leaving aside all the main considerations, such as money, strategy and regulatory approval, there are some other obstacles. The main one is the license is the license Intel for X86 “.
“Apparently, when Intel and AMD resolved their multi -decades dispute over X86, the cross license agreement had provisions on transferability. If any company is acquired, the other has the right to cancel the license, effectively blocking the agreement. When this was signed, we have to think that all those involved assumed that AMD would be acquired, but the disposition seems to be mutual, and the times change. “
Change they make in fact. While AMD works well, Intel … no. Therefore, all speculation around your possible acquisition.
The broad cross license agreements, which are not limited exclusively to the architecture of the X86 (ISA), Intel and AMD setting can use the other patents and will avoid claims for accidental infraction. There are strict rules about what they can do, so, for example, Intel cannot do chips for AMD plugs and vice versa.
The cross license agreement establishes that if AMD or Intel merge with another company or acquired, the agreement ends and will require the remaining chips manufacturer to negotiate a new agreement with the new owner. If Broadcom bought Intel, that could create an interesting scenario.
AMD could negotiate with Broadcom in an attempt to better challenge Nvidia, but as Tom hardware He points out: “At present, Broadcom, armed with CPU and AI processors, raises a greater competitive threat to AMD than Intel, the last one of which lacks a clear strategy of AI.” In terms of market capitalization, AMD is currently located as the 83rd largest company in the world, while Intel is in 165º. Broadcom, however, is far ahead in the 11th place, which shows its influence of the industry.
A license agreement between AMD and Broadcom would be of interest to both companies, but what a way it could take is an assumption at this time.
