Qualcomm's Interest in Intel Could Spell Trouble for TSMC

Intel's (NASDAQ: INTC) stock recently rallied after a few news reports suggested that peer Qualcomm (NASDAQ: QCOM) was interested in buying the struggling chip giant. Such a merger would be the largest semiconductor sector deal in history since Intel still has an enterprise value of $124 billion. It could also be a game-changer for the industry, bringing Intel's x86 PC and server CPUs under the same roof as Qualcomm's Arm-based mobile chips.On paper, the marriage would make sense. Intel is the world's top producer of x86 CPUs, and Qualcomm is the second-largest producer of mobile systems-on-a-chip. (SoCs) after Taiwan-based MediaTek. Qualcomm could use Intel's foundries to manufacture its own chips, and it could add Intel's valuable IP to its own portfolio of royalty-generating wireless patents.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool