This week, Intel launched its Lunar Lake chip, designed to energy AI functions, as a part of its push to regain a aggressive edge. Nonetheless, Intel outsourced vital parts of the chip’s fabrication to TSMC, a shift from its historic reliance on in-house manufacturing.
Qualcomm’s growth technique
With the potential acquisition, Qualcomm might considerably broaden its footprint within the PC chip market, which is changing into more and more intertwined with AI-driven computing. Gogia provides that such a deal would “permit Qualcomm to carve out a distinct segment for supporting units that permit AI duties to be run with out an web connection.” This might additional strengthen Qualcomm’s relationship with Microsoft, particularly as each corporations proceed to discover alternatives in AI PCs.
Qualcomm may be enthusiastic about Intel’s server and HPC segments, opined Neil Shah, VP for Analysis at Counterpoint Analysis. “It is a key market the place Qualcomm will not be but enjoying, however the place Intel is struggling towards NVIDIA and AMD,” he stated including that Intel’s Altera (FPGA) and Movidius (Visible Processing Models) would assist fill gaps in Qualcomm’s portfolio.
