Intel Plans to Buy a $1.5b Stake in Tsinghua Unigroup

[liahos1]

http://www.thepaper.cn/newsDetail_forward_1268459

Sept. 24 (Bloomberg) -- Co. plans to buy 20% stake in
Tsinghua Unigroup for 9b yuan (1.5b dollars), The Paper reports,
citing an unidentified person with knowledge of the matter.
• Cos. to announce the deal on Sept. 26, the report says

sort of crazy as Tsinghua owns RDA Micro and Spreadtrum and is effectively a govt backed entity. Very smart move getting in bed with the Govt vs bribing govt officials at the NDRC (QCOM's strategy).

 

[sm625]

On the surface, they're probably trying to create a bifurcated market, hoping to get protections put in place to prevent crossover. Sort of like how here in the US you have to pay $20000 for a drug that costs $47 in Mexico or China. As long as those protections are in place, this type of investment can pay off.

But what is more likely is that they're just trying to buy them out to shut them down, or at least slow them down. This is exactly the type of move that is only possible due to fed funny money blowing out the corporate debt market. People would never give money to a corporation at such crazy low rates for them to make underhanded bribes like this. But when it is flowing out of the central bank by the billions, its no problem at all.

 

[liahos1]

http://www.reuters.com/article/2014...companyNews&feedType=RSS&feedName=companyNews

more rumors. proliferate x86 IA!

 

[Burpo]

"and will significantly improve China's market position in global mobile communications chips..

It is said that Intel shares will authorize the use of the x86 architecture processors for smart phones. "

Lots of inexpensive Wintel smart phones & tablets.. coming soon

 

[blake0812]

Must be one hell of a vampire :hmm:

 

[liahos1]

^^^??? wrong thread?

 

[blake0812]

^^^??? wrong thread?

it's a joke, a stake can kill a vampire


Cheesy I know ()

 

[dealcorn]

What does product availability in 2H2015 mean? Based on the release date, Silvermont seems too late. Goldmont makes sense and fits the time frame but I've never heard that Goldmont will be fabbed at TSMC. Will Spreadtrum be the first Intel foundry customer to get access to 14nm X86? In this time frame fully integrated LTE should be off the table. Intel has made progress with affordable on package interconnects: an on package modem sounds likely.

Contra revenue is a 2014 thing that becomes de minimus in 2015. Intel's projected 2015 mobile losses are driven by spending to acquire mobile leadership before Intel has obtained a market share adequate to offset leadership spending. Prior to this announcement, BK suggested that mobile may reach break even 2015-Q4. If this is incremental revenue not previously anticipated, 2015-Q4 mobile profitability may be in the bag. I sense execution concerns relating the the quality of Intel's portfolio of design tools. However, it is becoming clear that BK is a pedal to the metal kind of guy.