Follow The Moving Money


Semiconductor economics are changing by market, by region, and by product node and packaging type, adding new complexity into decisions about which technology to use for which products and why. Money is the common denominator in all of these decisions, whether it's measured by return on invested capital, quarterly profits, or long-term investments that can include acquisitions, organic growt... » read more

From Uncertainty To New Markets


The 11th annual SEMI/Gartner Market Symposium at SEMICON West 2016 presented diverse perspectives on trends and developments in the macroeconomic environment as well as the semiconductor manufacturing supply chain. The themes have significant and immediate impact on the industry and include economic uncertainty, Brexit, China’s ambitious plans for an indigenous chip industry, and evolving end... » read more

Behind The ARM-SoftBank Deal


Weeks after SoftBank announced plans to buy ARM for $32 billion, the deal continues to reverberate across the global semiconductor industry. Any acquisition of this magnitude leaves customers, suppliers and partners a little skittish. And for good reason—ARM is the No. 1 supplier of commercial processor IP. Much of the fabless semiconductor market, as well as some IDMs, cross paths with AR... » read more

The Week In Review: IoT


Deals Rambus agreed to acquire the assets of Inphi’s Memory Interconnect Business for $90 million in cash. Under the usual closing conditions, the transaction is scheduled to conclude during the third quarter. The business assets take in customer contracts, intellectual property, product inventory, and supply-chain agreements. “By combining our buffer chip team with the Memory Interconnect... » read more