Qualcomm's acquisition of intc's CPU design business means that Qualcomm will become the absolute leader in mobile CPU and computer CPU. Intc will become a 100% chip manufacturing outsourcing company (similar to Taiwan Semiconductor's business). This way, intc's previous competitors can unreservedly let intc manufacture chips, which also aligns with the USA's semiconductor global strategy's greatest interest.

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

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.

In the USA, if Intel doesn't make chips, who else has the ability to make chips? Currently, Intel is short of money and the cost of building a wafer factory is too high. Intel is now hoping that the behind-the-scenes financial consortium of the US government will acquire Intel, making the government consortium the largest shareholder of Intel. They want to manufacture chips like China, using the power of the whole country.

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.