"Probably years later we will see Intel (Acquires Qualcomm), "
Qualcomm will die because of huawei or some Chinese player. If that's the case, they are unlikely to have value to a desktop CPU maker like Intel, given how important the Chinese market is to them.
I can see it getting picked by armh / Softbank however.
"ADI (Acquires Cypress) "
Of the MCU companies, cypress is the most interesting because it is the most innovative, particularly on the software side. I can see they getting picked up by a large competitor whos weak on software. St, NXP, or microchip. For example.