From the time Broadcom announced its offer to Qualcomm, the merger between Broadcom and Qualcomm has been closely watched by the semiconductor industry and the two sides have started a tug of war. After Qualcomm issued the bid, Qualcomm Underestimating the value of Qualcomm itself was rejected. However, Broadcom did not give up. It has been overwhelmingly prepared for the acquisition and even opened a $8 billion 'break-up fee'.
However, on March 13th, a ban by US President Donald Trump made Broadcom’s acquisition of Qualcomm’s dreams in vain. Trump’s decision to stop Botong’s Qualcomm was very simple: It was to prevent Qualcomm’s outflow ( Broadcom is not a U.S. company), but also to stop Huawei's impact on 5G.
Once Broadcom succeeded in acquiring Qualcomm, Intel, another US semiconductor giant, couldn't sit still. Last week, it was reported that Intel was considering the acquisition of Broadcom after Broadcom’s acquisition of Qualcomm to ensure its leadership position in the semiconductor industry. interest.
However, with the issuance of the presidential decree, not only did Intel relax, but Taiwanese semiconductor companies also suffered gasping. If Broadcom acquires Qualcomm, and Intel makes an offer for Broadcom, Taiwan’s semiconductor industry may suffer a major blow.
Trump's ban may cause investors to hit the semiconductor sub-sector of the S&P 500 and affect the investment's enthusiasm for the semiconductor industry
