Will the Capital Markets Ever Come Back?
All the bankers we know are incredibly busy, but they do not have much to show for it. The capital markets are log-jammed and it is not clear what it will take to free them.
Category Archives: M&A
The x86 Wish List
AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for to approve the deal?
Life After the Intel-pocalypse
Intel will continue to exist in some form. There is value there, so the question is who will own and run the company.
Should Intel Just Close its Fabs?
The market currently values Intel Foundry at negative $200 billion. Some argue, that maybe, they should just shut them down.
Why Intel Needs to Stay the Course
While it seems unlikely that Broadcom would ever buy Intel, we took a deep look and the math kinda, sorta works if you squint a bit. More importantly, Intel now looks vulnerable and might be in play someday.
AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the price AMD will get when they spin off ZT’s manufacturing unit.
Could (would) Broadcom Buy Intel?
We think it is unlikely that Broadcom would buy Intel, but they could. And they will know before any of us how sustainable Intel’s turnaround is.
HPE + Juniper = ?
HPE is acquiring Juniper in a deal that is hard to parse. Juniper has been stuck on a treadmill for so long, and its business model look fated to resemble HPE’s more and more. Better to jump then get pushed.
What is going to happen to Tower Semi?
Tower Semi ended up with the steak knives consolation prize of a supply deal with Intel instead of an acquisition. The next few years are going to be very challenging for the company as competition and capacity increase across the sector.
Did China do Intel a Favor?
The big news in semis yesterday was Intel’s announcement that it was ending its bid to buy Tower Semi. As with so many deals in recent years, China’s anti-trust regulators […]