Semiconductor Specialization Versus Valuation
April 9, 2018
At SEMICON China, Wally Rhines gave one of the keynotes on the opening day. It was an update on his presentation Merger Mania that I covered a couple of years ago when Wally gave the keynote at that year's GSA Silicon Summit. Wally Rhines has been CEO of Mentor since 1993 (well, Mentor is a subsidiary of Siemens these days, but Wally still runs it). Prior to that his career was at Texas Instruments, where he ended up running their entire semiconductor business. Wally is clearly proud that TI looks to be the most profitable semiconductor company last year, with earnings over 40% of revenue. This presentation was partly an investigation into why.
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