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Orcs march on Qualcomm – Are there dark powers behind them?

From the point of view of Faultline Online reporter coverage – i.e. video delivery – the potential takeover by Broadcom of Qualcomm, in a $100 billion plus bid announced this week, seems relatively unimportant. On the one hand Broadcom is dominant in both WiFi and set top chips, as well as strong in full band capture, and these are, for the most part, alongside important future broadband delivery technologies such as G.fast, as the chip areas which define video performance globally. 5G may yet become one such technology, but Broadcom has no presence here. There are a few other areas – Smart TV chips, which MediaTek’s MStar dominates; CCAP components where companies like MaxLinear have a good showing, and to…

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