AMD Wants An FPGA Company, Too


AMD signed a definitive agreement to acquire Xilinx for $35 billion in stock, setting the stage for a head-to-head battle against Intel in nearly all major markets. But there's more to this acquisition than just keeping up with AMD's arch-competitor. To begin with, the acquisition has a big impact on the programmable logic market. The only pure-play FPGA vendors left are Lattice, Achronix, a... » read more

Good Vs. Bad Acquisitions


M&A activity is beginning to heat up across the semiconductor industry, fueled by high market caps, low interest rates, and a slew of startups with innovative technology and limited market reach. Some of these deals are gigantic, such as the pending acquisition of Arm by Nvidia, and the proposed purchase of Maxim Integrated by Analog Devices. Others are more modest, such as Arteris IP's ... » read more

Israel: Startup Powerhouse


Israel is at the front of pack with China and the United States when it comes to tech startups. But when it comes to large, indigenous tech giants, the country is nowhere to be seen. Virtually every major semiconductor company does business in Israel, and many have a strong presence there through centers of excellence or companies they have acquired. But after decades of innovation ranging f... » read more

Deals That Change The Chip Industry


Nvidia's pending $40 billion acquisition of Arm is expected to have a big impact on the chip world, but it will take years before the effects of this deal are fully understood. More such deals are expected over the next couple of years due to several factors — there is a fresh supply of startups with innovative technology, interest rates are low, and market caps and stock prices of buyers ... » read more

The Next Wave Of Consolidation


End markets and technologies are changing, stock prices are up, and interest rates are down. Those are the necessary ingredients for acquisition binging. So why isn't much happening? The answer is that more industry consolidation is ahead, but it's all happening more slowly than the economics would suggest. Some of the reasons are obvious, others less so. The big delay is the COVID-19 pa... » read more

Nvidia To Buy Arm For $40B


Nvidia inked a deal with Softbank to buy Arm for $40 billion, combining the No. 1 AI/ML GPU maker with the No. 1 processor IP company. Assuming the deal wins regulatory approval, the combination of these two companies will create a powerhouse in the AI/ML world. Nvidia's GPUs are the go-to platform for training algorithms, while Arm has a broad portfolio of AI/ML processor cores. Arm also ha... » read more

Week In Review: Manufacturing, Test


Semi takeover targets Semiconductor M&A activity is heating up again. So who is next? “Within our coverage universe, we believe AMBA (Ambarella) and SLAB (Silicon Labs) represent the most likely targets moving forward,” according to KeyBanc in a research note. KeyBanc also listed some other “M&A Combinations That Could Make Sense.” Some of these combos make sense, while othe... » read more

Intel Buys NetSpeed for NoC, Fabric IP


Intel acquired NetSpeed Systems, taking in network-on-a-chip and interconnect fabric intellectual property for designing, developing, and testing system-on-a-chip devices. The acquisition gives Intel a key missing ingredient in its plan to develop customized heterogeneous solutions for its customers. The company now has various memory pieces, interconnect bridges, programmable logic and ASIC... » read more

Market And Tech Inflections Ahead


Aart de Geus, chairman and co-CEO of Synopsys, sat down with Semiconductor Engineering to talk about the path to autonomous vehicles, industry dis-aggregation and re-aggregation, security issues, and who's going to pay for chips at advanced nodes. SE: All of a sudden we have a bunch of new markets opening up for electronics. We have assisted and autonomous driving, AI and machine learning, v... » read more

The Week In Review: Design


Acquisitions Rambus acquired Inphi Corporation's Memory Interconnect Business, along with all its assets. Rambus CEO Ron Black seeks the $90 million cash deal boosting the company's position in the server, networking and data center market. The deal is expected to close during the third quarter of 2016. Numbers EDA and IP revenue increased 4.5% in Q1, a significant increase given the s... » read more

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