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What’s bad for US semiconductor manufacturing (I.e. a poor and cash starved Intel) buys China more time to catch up to frontier fab tech. If Qualcomm buys Intel, the optimistic scenario (for the US) is a stronger domestic player.

Yes. This would also give more volume for the existing Intel factories.

> stronger domestic player

Is it though? Qualcomm is more likely to just strip Intel for parts than to turn it around and we'll just end up with more market concentration and less competition.

I did say “the optimistic scenario”, not “the only/likely scenario”

If that were true they’d denial-of-service every possible merger

Geopolitically you can't ixnay everything, you've got to pick your battles.

"So, why is Qualcomm under so much pressure? China is one significant reason. China is one of their critical worldwide markets and both the US and China governments seem to be increasing pressure on various US companies, including Apple, Qualcomm and Google."

https://www.rcrwireless.com/20230911/uncategorized/kagan-how...

From some perspective, governments of the big markets are like gangsters…