In recent years, the semiconductor market is not lively. Broadcom, which has not yet been able to successfully integrate Qualcomm, has recently become the target of Intel's coveted. The Wall Street Journal quoted informed sources as saying that Intel is considering a series of acquisitions, including the acquisition of chip maker Broadcom. As for all previous market rumors, the parties declined to comment. An Intel spokeswoman said that the company's current focus is to integrate rather than implement new acquisitions. In the past 30 months, Intel has conducted many important acquisitions, including the independent mobile technology company Mobileye and chip maker Altera. However, in the eyes of the outside world, Intel’s acquisition of Broadcom is still possible. After all, Broadcom, who is rushing to Qualcomm, will become a bigger threat to Intel. The market value of Broadcom, which is headquartered in Singapore, is close to US$110 billion, which is equivalent to Qualcomm’s market value. Intel won Broadcom, regardless of whether Broadcom successfully swallowed Qualcomm, will become the largest merger case in history. I do not know whether or not related to rumors, Broadcom shares rose 3.6% to 262.93 US dollars after Friday, Qualcomm and Intel both fell nearly 1%, the stock price to 62.87 US dollars and 51.84 US dollars, respectively. At present, Broadcom’s acquisition of Qualcomm is still under investigation by the “Foreign Investment Committee” (hereinafter referred to as “CFIUS”) subordinate to the US Treasury Department. In the coming month, CFIUS will evaluate whether the transaction threatens US national security. According to the Wall Street Journal, CFIUS has expressed concerns about Broadcom’s acquisition of Qualcomm, which is unprecedented for transactions that have not been officially announced or agreed. The concern of CFIUS is that Qualcomm is leading the 5G technology, which is beneficial to the national security of the United States, and Broadcom’s acquisition of Qualcomm may lead to a reduction in R&D investment, which may give Chinese competitors an opportunity to gain influence on the development of 5G technology. force. Of course, despite the resistance, Broadcom does not seem to intend to abandon the bidding target. Broadcom's concern for Qualcomm's 'relenting pursuit' is more about its own situation. Although both companies are involved in the so-called 'wireless semiconductors', Broadcom is mainly raising RF power amplifier modules for handset manufacturers. Wi -Fi/Bluetooth combo chip and GPS chip, etc. Qualcomm is good at mobile baseband, especially 3G, 4G. And just as the tiger sniffing author Wang Yunhui said: At present, it is the eve of a new round of scientific and technological revolution that emerging fields such as 5G, Internet of Things, big data, cloud computing, and artificial intelligence are erupting. For example, 5G. The iteration of communication technology usually takes a 10-year cycle. Now it is the starting point of the new cycle of the 5G trend. 5G will start commercial experiments in 2018, and it will begin to be commercialized on a global scale in 2019. It is estimated that by 2035, 5G will be Bringing 12 trillion US dollars of economic growth, creating 22 million jobs.
The Internet of Things is also expected to open up a large, fast-growing new market. According to Qualcomm, by 2020, it will reach 66 billion U.S. dollars in the serviceable market scale in the automotive, Internet of Things, and mobile computing industries. No matter 5G or the Internet of Things, Qualcomm has a deep accumulation. For Broadcom, winning Qualcomm means winning the 'boat ticket' for the next era. To this end, Broadcom is working hard and making compromises, not only to open up high-priced bids, but also to save money to appease the regulatory authorities. It will invest 1.5 billion U.S. dollars to train U.S. engineers and strive to make the U.S. a leader in 5G technology. Today, Broadcom has sent a letter to the U.S. Congress saying that if the U.S. government approves its $117 billion acquisition of Qualcomm, future new companies will not Sell any important national security assets to any foreign company. One noteworthy episode is that this Friday, Qualcomm announced that Paul Jacobs will resign from the post of chairman, 'continue to serve on the Qualcomm board of directors, but will no longer hold executive management positions.' At the same time, the appointment of Jeffrey Hender Sen is an independent company and a non-executive chairman. From the perspective of Qualcomm, there is an independent director who serves as chairman of the company at this important juncture, which is in the best interests of the company and shareholders. If Qualcomm really surnamed 'Bo', it must be the result that Intel did not want to see. However, with Botong pressing harder and harder, the 'two-pass' merger seems not to be a small probability event. The news's outflow seems to indicate precisely its anxiety. If you really have the time to collect Broadcom, take a look at Broadcom's soap opera, and you can imagine how easy it was for Intel to receive the Broadcom conference.
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