Lam To Acquire KLA-Tencor


In a major and surprising move in the fab tool business, Lam Research has entered into a definitive agreement to acquire KLA-Tencor for about $10.6 billion in cash and stock. Lam’s proposed move to acquire KLA-Tencor would create a powerhouse in the fab tool industry. The combined company will have approximately $8.7 billion in annual revenue, propelling it to become the world’s second l... » read more

What China Is Planning


Over the years, China has unveiled several initiatives to advance its domestic semiconductor industry. China has made some progress at each turn, although every plan has fallen short of expectations. But now, the nation is embarking on several new and bold initiatives that could alter the IC landscape. China’s new initiatives address at least three key challenges for its IC industry: 1. C... » read more

ARM Buys Carbon


ARM acquired Carbon Design Systems and its staff for an undisclosed amount of money, adding virtual prototyping capabilities for ARM cores. The deal is the latest in an onslaught of mergers and acquisitions that have racked the semiconductor industry over the past 18 months, propelled by low interest rates and relatively low valuations of target companies. For ARM, this deal solves a growing... » read more

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

Mentor Buys Remainder Of Calypto


Back in 2002, a small startup company decided to tackle one of the most difficult problems in EDA—one that, if solved, could have opened up a whole new level of abstraction. Back when [getkc id="29" kc_name="logic synthesis"] was the new tool to try out, it suffered from the fact that gate-level [getkc id="11" kc_name="simulation"] had to be performed on the output, even if the input had been... » read more

Getting Paid More


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

Challenges And Opportunities for China in the Semiconductor Industry


By Allen Lu China’s new industry investment and government promotion policies represent major opportunities for China and global semiconductor companies. The global industry is closely watching the details of the policy and its implementation ─ both because of the resources China’s government has dedicated and the potential impact to the global semiconductor manufacturing supply chain. I... » read more

Fundamental Shifts In Chip Business


Shifting business models, acquisitions, minority investments and increasing uncertainty are creating fundamental shifts in the semiconductor industry that could redefine who is successful in which markets for years to come. The announcement today that [getentity id="22671" e_name="Rambus"] is developing memory controller chips, expanding its business beyond just creating IP for the memory an... » read more

Executive Insight: Aart de Geus


Aart de Geus, chairman and co-CEO of Synopsys, sat down with Semiconductor Engineering to talk about acquisitions, software and EDA. What follows are excerpts of that interview, which was conducted in front of a live audience at DAC. SE: A lot of Synopsys' investments are moving in a new direction, namely software. Why is that becoming so important to your company? De Geus: It's not a dif... » 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

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