2017 in Review and 2018 Forecast

2017 in Review and 2018 Forecast
by Daniel Nenni on 12-30-2017 at 7:00 am

This has been an amazing year for me both personally and professionally. Personally we are now empty nest and have our first grandchild. SemiWiki is prospering, a company that I have been involved with for ten years (Solido Design) had a very nice exit, and my time promoting semiconductor stocks to Wall Street paid off with the PHLXRead More


2017 Semiconductor Dead Pool

2017 Semiconductor Dead Pool
by Daniel Nenni on 01-05-2017 at 12:00 pm

In 2015 we saw $85B in semiconductor acquisition activity and in 2016 there was more than $110B. Given 2015 and 2016 were relatively flat years for the $335B semiconductor industry and 2017 looks like more of the same we should expect consolidation to continue, absolutely.

So, let’s come up with a list of companies that may fall in… Read More


Analysis of Cypress Semiconductor acquisition of Broadcom wireless IoT assets

Analysis of Cypress Semiconductor acquisition of Broadcom wireless IoT assets

Cypress Semiconductor announced that it will acquire Broadcom’s wireless Internet of Things (IoT) business in a $550 million deal. The deal was announced on Thursday, April 28, at the same time it announced that T.J. Rodgers will step down as CEO. The deal transfers Broadcom’s Bluetooth, Wi-Fi and Zigbee product… Read More