What’s Driving This New Wave of Semiconductor Merger Mania?

What’s Driving This New Wave of Semiconductor Merger Mania?
by Wally Rhines on 11-04-2020 at 10:00 am

Predicting Semiconductor Business Trends SemiWiki

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. … Read More