Intel/Mobileye Duopoly: Dream or Nightmare?

Junko Yoshida, EETimes
3/15/2017 00:01 AM EDT

PARIS -- Intel’s Mobileye acquisition Monday has stirred mixed emotions and contrasting reviews among those who cover the industry. Excitement, puzzlement, surprise, fear, confidence and some disappointment.

One of the most scathing comments came from Semiconductor Advisors LLC, financial and strategic advisory services:

Even though Intel tried to suggest a strong link to Intel's data center business we find little to no synergy as there is no direct uplift of the data center business.

This suggests that Intel is taking a leap of faith to go very far outside its core business franchise. This can also be viewed as an admission that the core Semi business is not likely getting significantly better any time soon and that the company needs something new to jumpstart growth.

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