Intel, Facing Threat, Considers Deals That Could Include Bid for Broadcom

Shark eats fish, bigger shark eats smaller shark.

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All the consolidation is bullish overall for semis. They’ll be able to get better margins. Broadcom was one of the biggest suppliers at my last company. Typically semi prices drop 2-3% a quarter. They told us to fly a kite, and we were lucky they weren’t increasing the price.

Why aren’t NVDA and AMD on the chart?

Qualcomm just swallowed NXP. Broadcom wants to swallow Qualcomm but QCOM said no. QCOM even enlisted the feds to raise national security concern. As far as I know nobody wants to swallow Nvidia or AMD.