Qualcomm's acquisition of intc's CPU design business will make Qualcomm the absolute leader in mobile CPU and computer CPU. intc will become a 100% chip manufacturing outsourcing company (the same business as Taiwan Semiconductor). This allows intc's previous competitors to let intc manufacture chips without any concern. It also aligns with the USA semiconductor global strategy's greatest benefit.

Nvidia will definitely let Intel produce chips for the 18A. After all, Taiwan Semiconductor's orders have been delayed for too long. Moreover, the US government has always encouraged American companies to turn to Intel for outsourcing. Based on the two announcements today, it can basically be determined that there are no issues with the 18A and it can be produced on a large scale.

Following Microsoft, Amazon also signed a custom chip outsourcing agreement with Intel today.

Financial fraud, will be delisted.

Even if Intel wants to give up chip forging industry, the US government will not allow Intel to stop making chips. There will definitely be bullish policies towards Intel after the election.

If nvidia acquires intel, it would be a win-win for everyone. Except for Taiwan Semiconductor. With nvidia's current strength and future potential, acquiring the current intel is really not a pressure.