What's Driving This New Wave of Semiconductor Merger Mania?
Nvidia/ARM $40B. AMD/Xilinx $35B. Marvell/Inphi $10B. Despite the disruption of COVID, a wave of high value semiconductor acquisitions is sweeping the industry. Why? Did something happen that stimulated this consolidation? Until 2015, the industry was experiencing continuous “de-consolidation” that started in 1965. Combined market share of the top 50 companies steadily decreased as small companies entered the market and grew to displace the previous leaders.
Even today, only one company, TI, has remained in the Top 10 since the 1950s. Growth prior to 2015 was largely organic rather than by acquisition. In 2015 and 2016, the consolidation generated by acquisitions of Broadcom, Freescale, Altera, Linear Technology and ARM provided a temporary burst in acquisition activity. Analog Devices’ July 2020 announcement of a proposed acquisition of Maxim, however, seems to have been a precursor to a new wave. Following are some possible differences in the industry today that might be driving this recent merger mania.
To read the full article, click here
Related Semiconductor IP
- Over-Voltage Lockout (OVLO) IP
- Verification IP for Universal Chiplet Interconnect Express (UCIe) up to 3.0
- UCIe-S (Gen2) Compatible PHY for Standard Package (x16) in TSMC N3P, North/South Orientation
- DSP-Based 112G SerDes
- XTAL oscillator in TSMC-7nm
Related Blogs
- What Does Semiconductor Industry Consolidation Mean for Embedded Systems Designers?
- The Business of the Semiconductor Business, Part One: What Happened?
- Merger Mania
- TSMC: Enabling Startups to Unleash New Semiconductor Innovation
Latest Blogs
- M31 High-Speed and Long-Channel MIPI C/D-PHY Solution on TSMC N3P/N3C
- Understanding security certification and how analog IP can help
- Embedded Security explained: Secure boot for embedded systems
- World's First Standards-Compliant 112G PHY IP for Linear Optics: A Turning Point for AI Interconnects
- One Key for Every Door: How Aliro Extends the UWB Digital Key Beyond the Car