Plumbing for Semis – Arm and SiFive are M&A targets, they provide crucial plumbing for almost all chips today, and their ultimate fate will have a big impact on the industry.
SLAB Bets the House on IOT – Silicon Labs’ IoT business could be immensely valuable, if it works. And they seem to think it really will work.
The Death Throes of Telecom – Boingo, Syniverse and MobiTV are being forced marched into the future. They will not be the last telecom networking companies to encounter this fate.
CNBC reported late last week that Qualcomm has objected to Nvidia’s proposed acquisition of Semis IP licensor Arm. According to this somewhat thinly sourced report, the US FTC regulators have […]
The SPAC Hangover – More fun with numbers – how a SPAC creates some very weird incentives to part like it’s 1999.
Serious as a SPAC Attack – In the glow of a SPAC acquisition, companies need to spare a thought for what life will be like as a public company.
Did Qualcomm Just Buy a Server CPU Company? – No. Instead it looks like a very expensive acqui-hire to help the company catch up in mobile applications processors.
Do Nvidia’s competitors want it to buy Arm? Chip companies are worried that Nvidia will be successful with Arm, but they are much more worried that Nvidia fails putting an immense burden on an industry that depends on Arm.
Should Intel Split in Two? – Spinning off its fabs helped AMD turn the corner. Intel should consider something similar, but it will definitely be very hard to pull off.
Semis Musical Chairs – AMD for XLNX – AMD is now competing with Intel everywhere that matters, and every other major chip company has to worry about relying on FPGAs owned by a potential competitor.