Nvidia (NVDA +2.6%) would "make a good strategic fit" for Intel (INTC +1.9%), argues Nomura's...

|By:, SA News Editor

Nvidia (NVDA +2.6%) would "make a good strategic fit" for Intel (INTC +1.9%), argues Nomura's Romit Shah. Such a tie-up would allow Intel to increase its revenue share with PC OEMs and bolster its mobile app processor position, and also deal a blow to top chip contract manufacturer TSMC, which is estimated to get 40% of its 28nm business from Nvidia. However, Shah admits regulators might not be thrilled about such a merger.