Intel's (INTC +0.6%) decision to pay Nvidia (NVDA -0.2%) a $1.5B tech license fee shows how...

|By:, SA News Editor

Intel's (INTC +0.6%) decision to pay Nvidia (NVDA -0.2%) a $1.5B tech license fee shows how mobile devices are remaking the semiconductor sector. And Nvidia is looking to get into Intel's core CPU business, using ARM Holdings (ARMH +2.5%) designs. "This is a big inflection point in the marketplace," says one analyst.