The Price Of Consolidation

Consolidation is causing far-reaching changes across the global semiconductor ecosystem due to the size of companies being bought and the dearth of startups to replenish those being acquired. Coupled with the rising cost and difficulty of shrinking features down to advanced process nodes—many argue that is the largest driver of consolidation—the market dynamics for who's buying IP, EDA t... » read more

Consolidation Creates Confusion

Consolidation in any industry is a sign of maturation. Diverse business models converge to the ones that really work. Supply and demand find equilibrium with a right-sized supply base. And generally, the fittest survive. The semiconductor industry is somewhere around a half-century old, so consolidation in this industry is to be expected, and we have certainly seen some consolidation of late. ... » read more

The Week In Review: Manufacturing

As semiconductor technology becomes more challenging, expect more mergers and acquisitions in the fab tool sector. In a research report issued this week, Weston Twigg, an analyst with Pacific Crest Securities, sees several possible M&A scenarios in the future. There is no evidence that any deal is pending right now. But according to Twigg, here are some possible M&As that could happen i... » read more