These days, Intel is concentrating on 5G technology, mobile chips, and so on. The mobile chip giant’s acquisition of the world’s largest mobile chip manufacturer is the worst-case scenario for Intel. It is said that Intel has discussed various countermeasures since late last year.
Samsung Electronics is paying attention to the situation, too. Given that Intel is currently expanding its business scope to cover not only CPU but also data center, drone, autonomous driving, 5G, IoT and artificial intelligence, Intel’s acquisition of Broadcom and Qualcomm can result in a sea change in the global semiconductor industry.
At present, Samsung Electronics is dominating the global memory semiconductor market. However, it still has a long way to go in the system semiconductor market, which is much larger than the memory semiconductor market.
Samsung Electronics’ foundry business is also likely to take a direct hit once Broadcom takes over Qualcomm. Broadcom has worked for a long time with TSMC for chip production and Qualcomm has been a major client for Samsung Electronics. If Broadcom acquires Qualcomm, the partnership between Samsung Electronics and Qualcomm can be affected.