Semiconductor mergers and acquisitions still have a climax? Foreign investment recommended Qualcomm and Xilinx against Intel

At the end of the year, but the semiconductor industry may have a finale, Citigroup Semiconductor analyst Christopher Danely said on the 17th that after evaluating all possible items, TSMC customer Xilinx is currently the most popular, but the buyer is likely to look Qualcomm.

According to Danely, all chipmakers with market capitalization at mid-to-high prices are the ones that Xilinx is most in line with, and the core business of programmable logic components (PLDs) is both cost-effective and sufficient to contribute to the buyer's profitable growth. Excellent acquisition theme.

In view of Xilinx's biggest competitor, Altera, which was recently bought by Intel, Danely believes that if Xilinx is willing to sell, Intel's competitor Qualcomm will be the most suitable buyer. On the other hand, Qualcomm is currently searching for the right target. According to Danely, Xilinx is also the object that Qualcomm can seriously think about.

Xilinx announced its strategic cooperation with IBM recently, hoping to break the situation that Intel dominates the server to handle the chip market. Coincidentally, Qualcomm is also actively developing into the server field. Xilinx rose 1.61% at the close of the US stock market on the 17th.

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