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.
Semiconductors’ Midlife crisis – Chip companies need to start thinking about how they want to spend their golden years – save up for retirement or blow it all on big splashy initiatives that remind them of the glory days.
Nvidia for Arm – the view from China – Put simply, it is going to be very hard for Nvidia to get deal approval in China. Not impossible, but considerably long odds.
Nvidia for Arm first impressions – Softbank almost doubles its money in 3 years, Arm execs get $1.5b, RISC-V gets a huge boost. Nvidia can use its stock to buy an important asset, but a lot could go wrong – customers/competitors regulators, and China.
5 chip companies revisited – With elevated stock prices and cheap debt the large companies have the means to further consolidate the industry. But this time even the biggest companies may be targets.
Yesterday’s big news was the combination of Analog Devices and Maxim, two of the largest analog chip makers left in the US. We have been commenting on the consolidation among […]