Executive Insight: Jack Harding

[getperson id="11145" comment="Jack Harding"], president and CEO of [getentity id="22242" e_name="eSilicon"], sat down with Semiconductor Engineering to talk about consolidation, business relationships, what it will take to survive in the IoT age, and how to better optimize chips. What follows are excerpts of that conversation. SE: We’ve been looking at consolidation for a while and all th... » read more

More Consolidation Ahead

Consolidation fueled by low interest rates is nearing the end, at least for this round. The U.S. Federal Reserve is looking at another rate increase based upon healthy reports on the economy, possibly as early as September. If all goes well, there will be multiple interest rate hikes over the next few years, allowing investors to build more balanced portfolios that are not entirely reliant on t... » read more

The Road To 5nm

There is strong likelihood that enough companies will move to 7nm to warrant the investment. How many will move forward to 5nm is far less certain. Part of the reason for this uncertainty is big-company consolidation. There are simply fewer customers left who can afford to build chips at the most advanced nodes. Intel bought Altera. Avago bought Broadcom. NXP bought Freescale. GlobalFoundrie... » read more

Cheap Money Effects

The mergers and acquisition activity that has reshaped the semiconductor industry over the past couple of years resembles a frenzy of acquisition activity that has occurred multiple times in previous boom years. But this round comes with a twist. It's being driven by historically low interest rates, which means it probably won't stop until interest rates rise and the cost of borrowing capital f... » read more

Inside The OSAT Business

Semiconductor Engineering sat down to discuss the IC-packaging industry, foundries, China and other topics with Tien Wu, chief operating officer at Taiwan's Advanced Semiconductor Engineering (ASE), the world's largest outsourced semiconductor assembly and test (OSAT) vendor. What follows are excerpts of that conversation. SE: What is your overall outlook for 2016? Wu: Last year, the semi... » read more

Predictions For 2016: Markets

Seventeen companies sent in their predictions for this year with some of them sending predictions from several people. This is in addition to the CEO predictions that were recently published. That is a fine crop of views for the coming year, especially since they know that they will be held accountable for their views and this year, just like the last, they will have to answer for them. We beli... » read more

CEO Outlook: 2016

Semiconductor Engineering talked with 10 CEOs from all sides of the Semiconductor Industry for a high-level view of what to expect this year—good and bad. What follows are excerpts of those conversations, which were compiled over the past month. Scott McGregor, president and CEO of Broadcom "We're going to see more M&A. In the past, you only did deals that made sense strategically or ... » read more

The Biggest Stories

As tech journalists we are devout interpreters and re-interpreters of our own statistics. We can track how many clicks a story gets, which region or country those clicks come from, and how much interest there is in various subjects over time. The publishing industry always has been driven by data. In the early part of the 20th century, newspapers were engaged in circulation battles, which we... » read more

Ecosystem Vs. Ecosystem

The massive consolidation that has been underway over the past couple years is about to slow down. Interest rates are expected to increase in the very near future—the Fed has been dropping hints about this for months—ending the era of cheap capital. The cost of borrowing already is creeping up in anticipation of this, and it's happening globally because money lending is a global industry. ... » read more

Executive Insight: Lip-Bu Tan

Lip-Bu Tan, president and CEO of Cadence, sat down with Semiconductor Engineering to talk about consolidation, Moore's Law, and where the opportunities are in the IoT and automotive markets. What follows are excerpts of that conversation. SE: What are the big concerns for the semiconductor industry in general, and EDA in particular? Tan: Top on my list is all the consolidation that's goin... » read more

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