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Qualcomm shows interest in chip designer Alphawave

$AWE (-7,05 %)

The US semiconductor manufacturer Qualcomm has its eye on Alphawave and announced on Tuesday that it is considering an offer for the British chip designer. However, a decision has not yet been made. The company did not provide any further details. Alphawave could not initially be reached for comment on this topic.


Shortly beforehand, insiders had told the Reuters news agency that Arm had also put out feelers for Alphawave. However, the talks had come to nothing. Neither Alphawave, Arm nor its major shareholder SoftBank wanted to comment on the matter. The chip designer's shares rose by almost 53 percent at times in London, heading for the biggest daily gain in the company's history. Qualcomm shares, on the other hand, fell a good one percent on Wall Street.


Arm was particularly interested in the "SerDes" ("Serializer-Deserializer") technology, insiders added. It enables information to be passed through a chip particularly quickly. This is crucial for computationally intensive applications for artificial intelligence (AI), as vast amounts of data have to be processed simultaneously. Arm wants to significantly expand its market share in central processors for this area of application.


One user of the "SerDes" technology developed by Alphawave is Broadcom. As a result, the Qualcomm rival has acquired the ChatGPT developer and Alphabet subsidiary Google, among others, as customers for its AI chips.


(Reuters)


https://www.cash.ch/news/top-news/qualcomm-zeigt-interesse-an-chip-designer-alphawave-810789

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3 Comentarios

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ARM would have been a great fit. But nobody needs Qualcomm. Anyway, I sold my Alphawave shares today before they collapsed because Qualcomm, like ARM, changed its mind. ARM will have had its greens. Besides, I think they have enough to do after the Ampere takeover.
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@Tenbagger2024 what do you think about the future of Qualcomm? still positive, even if Apple continues to distance itself from Qualcomm? LG
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@Patschke6686
Really difficult question, Qualcomm is one of the few semiconductor stocks with a dividend yield of over 2%. The P/E ratio is acceptable. And you still have growth, albeit not as strong.
Apple has been talking about distancing itself from Qualcomm for years, but can't get the quality right and relies on Qualcomm for its high-end smartphones.
Samsung has done the same with the S series.
Furthermore, Qualcomm is taking more and more market share away from Intel in notebooks.
Qualcomm should play a role in autonomous driving to bring mobility into the car, 5G.
Qualcomm also plays a role in VR glasses. The question is to what extent the glasses, which are getting smaller and smaller thanks to Qualcomm, will prevail.
Qualcomm is probably also the address when it comes to AI in smartphones.
But the competition never sleeps.
And you can see from Intel how quickly you can lose touch.
The semiconductor sector also remains a cyclical sector
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