Intel Plus Altera


Since the Intel-Altera deal reached the handshake phase earlier this month, there have been a lot of theories being forwarded and a lot of questions being raised. And there have been very few answers, in part because the deal isn't finalized yet and in part because this marriage will take time to play out in the market—maybe years. But along with the GlobalFoundries-IBM pairing, this is th... » read more

Consolidation And Innovation


Consolidation is happening across the semiconductor industry, in ways that are very apparent and others that aren't so obvious. On the chipmaker side, NXP's acquisition of Freescale, Avago's acquisition of Broadcom and LSI, and Intel's acquisition of Altera are so big that they require approval by multiple governments. Less obvious are moves such as Apple's build out of its processor team, a... » read more

The Week In Review: Manufacturing


Christopher Rolland, an analyst at FBR, made a startling statement in a recent report. “At the pace of consolidation set thus far this year, 32% of all U.S. publicly traded semiconductor companies would be acquired in 2015! While this run-rate is not likely sustainable and should slow as the year progresses, we still expect ~15% consolidation rates for the remainder of this cycle (above low-t... » read more

The Week In Review: Manufacturing


In what was called a defensive measure by some, Intel has announced a definitive agreement to acquire Altera for $54 per share in an all-cash transaction valued at approximately $16.7 billion. Here’s what one analyst said about the deal. “We continue to believe Intel’s pursuit of Altera–at a significant premium–was based on a defensive position, rather than the purely accretive str... » read more

The Week In Review: Manufacturing


Merger and acquisition activity continues to heat up across the semiconductor industry. On one front, Avago Technologies continues on its acquisition spree. And on another front, NXP Semiconductors is moving to spin off its RF power business. And there are other deals in the works as well, including Intel’s proposed move to buy Altera. Weston Twigg, an analyst with Pacific Crest Securities... » read more

Avago Buys Broadcom; NXP Spins Off RF Power Unit


Merger and acquisition activity continues to heat up across the semiconductor industry. On one front, Avago Technologies continues on its acquisition spree. And on another front, NXP Semiconductors is moving to spin off its RF power business. And there are other deals in the works as well, including Intel's proposed move to buy Altera. What’s driving the wave of M&A activity? The sem... » read more

The Week In Review: Manufacturing


At an event, Samsung rolled out its 10nm finFET technology. The company also showed a 300mm wafer with 10nm finFET transistors. "We have silicon-based PDKs out," said Kelvin Low, senior director of foundry marketing for Samsung. Samsung plans to move into production with its 10nm finFET technology by the end of 2016, he said. IC Insights released its chip rankings in terms of sales in the fi... » read more

Blog Review: May 20


FinFETs change the equation for power optimization, says Mentor's Vincent Lebars – and while companies are attacking some power gains, there is much more to be had doing datapath optimization within the place and route flow. Cadence's Richard Goering talks with Oz Levia about the future direction of formal and its integration into other product lines now that the merger between Cadence and... » read more

Week 49: Are We There Yet?


When I was a little kid my parents would pack me and my sister into the car and drive to the Mediterranean for our summer camping vacation. It was quite a haul from our home on the west side of Germany near the border with Belgium to the south of France, and as is true of any long car trip, the last stretch was the hardest. After hours in the backseat, my sister and I would be craning our necks... » read more

The Week In Review: Manufacturing


Investment firm TIG Advisors, a stockholder of Altera, has urged stockholders to vote against Altera’s lead independent director to the board. TIG also contends that Altera has failed stockholders by rejecting a recent acquisition bid from Intel. Altera’s 14nm foundry partner is Intel, while TSMC handles the 20nm and above foundry work. Soon, Altera will choose a 10nm foundry partner. “Sh... » read more

← Older posts Newer posts →