오른손의 좋은 세상만들기

인텔을 인수하려는 회사가 몇개가 있다고 소문이 돌고 있다. 어떤 회사들이 가능성이 높을까?

우선 인텔은 미국의 전략자산이라 미국회사가 아니면 인수가 안되고, 인수해서 시너지 효과가 분명히 있어야 하고, 인수금액은 지금은 완전 망해버렸지만 껌값에는 안 팔거라 적절한 가격을 제안해야 할테고. 크게 파운드리와 프러덕트로 나뉘는데, 지금은 한꺼번에 사겠다고 제안해야 인수 가능성이 높다고 보는데.

마이크로소프트(Microsoft, MSFT)와 브로드컴(Broadcom, AVGO)가 가능성이 높지 않을지? 둘다 시너지 효과가 충분히 있으면서 반독점 문제도 피해갈 수 있고, 자금력도 충분하고.

Google과 Amazon도 일부분에서 얻을게 있겠지만 이 둘회사는 얻는거에 비해 잃을것이 더 크다고 생각이 된다. 쓸데없이 배팅하지는 않을것 같다.

1. Microsoft (MSFT):

• Why it makes sense:
  • Vertical Integration: Microsoft is heavily invested in cloud computing (Azure), gaming (Xbox), and devices (Surface). Owning a chipmaker like Intel would allow them to control more of the hardware stack, optimize performance, and potentially reduce costs.
  • Cloud Growth: Intel's data center business, while facing competition, could be integrated into Azure to strengthen its offerings and compete more effectively with AWS.
  • AI and Edge Computing: Intel has been investing in AI and edge computing, areas that align with Microsoft's strategic priorities.
• Challenges:
  • Regulatory Scrutiny: An acquisition of this size would face intense scrutiny from antitrust regulators, given Microsoft's already dominant position in software and cloud.
  • Integration Complexity: Integrating a massive company like Intel would be a monumental task, with potential for cultural clashes and operational challenges.

2. Broadcom (AVGO):

• Why it makes sense:
  • Semiconductor Consolidation: Broadcom is a major player in the semiconductor industry and has a history of acquiring other chipmakers. Acquiring Intel would significantly increase its market share and product portfolio.
  • Data Center Synergy: Broadcom already supplies chips for data centers, and Intel's server business would complement this.
  • 5G and IoT Expansion: Intel's technologies in 5G and the Internet of Things (IoT) could enhance Broadcom's offerings in these growing markets.
• Challenges:
  • Debt Burden: Broadcom already carries significant debt from previous acquisitions. Financing an Intel acquisition would add to this burden.
  • Regulatory Approval: Given Broadcom's existing market position, securing regulatory approval would be challenging.