May 29, 2012, 10:47 AMNvidia (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. | 3 Comments
May 9, 2011, 11:36 AMNvidia (NVDA +0.6%) plans to pay $367M for U.K. firm Icera, which makes baseband ("soft radio") chips for 3G and 4G mobile handsets - setting Nvidia up to offer both the key processors in mobile phones. The company says baseband is growing fast, at $15B annually; while Nvidia and Intel (INTC) ramp up in that segment, Texas Instruments (TXN) is getting out. | Comment!
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