Private Equity funds have largely avoided technology, but a bit more pressure on semis stocks could change that.
There seems to be some momentum for Arm to sell itself to some sort of consortium of major licensees. In theory, this could be a good outcome, but in practice would be very complex.
Our readership is split, roughly evenly, between finance people and technology people. We are reminded of this whenever the topic of Broadcom comes up. Broadcom was once a leading semiconductor […]
It is now likely that Arm will go public. As a public company they may finally have to face up to the challenges facing them.
If Nvidia cannot buy Arm – the company is probably an IPO candidate, or possibly the target of a consortium of competing buyers with a private equity company providing arms length governance.
What is Going on with Arm China? – Arm’s China JV has gone fully rogue, declaring independence, adding quite a wrinkle to this ongoing drama.
Idle Speculation on Nvidia and Arm – Could Nvidia’s acquisition plans for Arm break? Probably not, but Arm customers hate the deal, regulators do not seem to like it either, and it is possible Softbank could find better ROI with an alternative path.
Where is Qualcomm Driving? – As the smartphone market matures, Qualcomm has finally taken steps to diversify into new markets – IoT and Auto both offer big opportunities, but may be many years away.
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.