Intel Corp (INTC)

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If it really does come down to only two, then this one's a pretty easy one to call: it'll be Intel.

Broadcom can sell connectivity/cellular to Apple for when it needs to integrate all that onto the SoC.

NVIDIA is likely to be bought (probably at the end of the day by Intel). Don't know what MRVL's ultimate fate would look like in mobile and wireless.

This low margin/high competition BS can't last.