Cheap Money Effects

By Ed Sperling - 28 Apr, 2016 - Comments: 0

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

By Mark LaPedus - 17 Mar, 2016 - Comments: 0

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

By Brian Bailey - 14 Jan, 2016 - Comments: 0

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

By Ed Sperling - 04 Jan, 2016 - Comments: 1

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

By Ed Sperling - 22 Dec, 2015 - Comments: 0

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

By Ed Sperling - 12 Nov, 2015 - Comments: 0

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

By Ed Sperling - 01 Oct, 2015 - Comments: 1

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

Rethinking Differentiation

By Ed Sperling - 28 Aug, 2015 - Comments: 0

Differentiation is becoming more difficult, more time-consuming, and in some cases much more expensive for chipmakers. The traditional metrics of faster performance, lower power and less area/cost, which are leftovers from the PC era, no longer are a guarantee of success despite the fact that they are still baseline metrics for many designs. Even new metrics such as ecosystem completeness, w... » read more

Getting Paid More

By Ed Sperling - 27 Aug, 2015 - Comments: 0

Consolidation is a regular news item in the semiconductor industry, and has been for years, but most of those deals have been relatively small. What's changing is the amount of consolidation involving big companies, fueled partly by a massive M&A fund in China, partly by an arms race in preparation for the IoE, and partly by the kind of thinking that if other companies are doing it, it's dan... » read more

Shrinking R&D Pool

By Ed Sperling - 20 Aug, 2015 - Comments: 2

The rule of thumb in business is that consolidation in a maturing industry improves the health of the surviving companies. In most market sectors that's true. In the semiconductor industry, that formula doesn't work. The reason is due to what might well be called foundational economics. While it's possible to reduce costs in making chips for years to come, at some point the basic building bl... » read more

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Knowledge Centers
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tag: consolidation