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Category Archives: M&A

Why M&A is not a good path for Qualcomm

March 17, 2023by D/D Advisors 1 Comment

Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot of good targets left.

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M&A, Qualcomm, Strategy, Wireless
red and gray industrial machinery

Will Private Equity Come for Semis?

September 28, 2022by D/D Advisors Leave a comment

Private Equity funds have largely avoided technology, but a bit more pressure on semis stocks could change that.

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M&A, Silicon, The Street

Will someone else buy Arm?

June 28, 2022by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, M&A, Qualcomm, Strategy, Wireless

What has Broadcom Become?

June 15, 2022by D/D Advisors 3 Comments

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 […]

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Analyst Decoder Ring, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy

W(h)ither Arm?

February 2, 2022by D/D Advisors Leave a comment

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.

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Analyst Decoder Ring, Components, M&A, Silicon, Strategy, Wireless

What will happen to Arm now?

December 8, 2021by D/D Advisors 3 Comments

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.

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Analyst Decoder Ring, Apple, China, Components, M&A, Qualcomm, Stocks

What is Going on with Arm China?

September 2, 2021by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, China, M&A

Idle Speculation on Nvidia and Arm

September 1, 2021by D/D Advisors 4 Comments

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.

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China, M&A

Where is Qualcomm Driving?

August 11, 2021by D/D Advisors 1 Comment

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.

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Analyst Decoder Ring, Autonomous Vehicles, IoT, M&A, Qualcomm, Strategy

Plumbing is important

June 16, 2021by D/D Advisors 2 Comments

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.

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Analyst Decoder Ring, China, Components, M&A, Silicon

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  • How to Save Android
  • A Tale of Two Salesforces
  • Can Qualcomm Ever Grow Again?
  • The Dullest Parts Matter the Most
  • Why M&A is not a good path for Qualcomm

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