The embedded FPGA business has been getting quite a bit of press lately so it is definitely worth a closer look. Intel started it all when they acquired the #2 FPGA company Altera for $16.7B last year. Microsoft is also a big FPGA fan for search and deep learning. In fact, Microsoft’s commitment to FPGAs, specifically Altera FPGAs,… Read More
Tag: softbank
Final SemiWiki Book Signing at REUSE 2016!
It has been a hectic year for the semiconductor industry so now is a good time to reflect on how we got to where we are today in hopes of better understanding where we are going tomorrow.
Given the importance of semiconductor IP (the $32B ARM acquisition by SoftBank for example) I would strongly suggest attending the REUSE 2016 event… Read More
ARM and SoftBank: A Joint Vision of the Future!
Next week is ARM TechCon and I’m extra excited about this one because of the SoftBank acquisition. In fact, the opening keynote says it all. ARM CEO Simon Segar and SoftBank CEO Masayoshi Son will discuss the next chapter in the book of ARM. To better prepare for this keynote you should probably read our book “Mobile Unleashed: The … Read More
CEO Interview: Charlie Janac of Arteris
When Charlie Janac talks, people listen, absolutely. Charlie’s 30 year career spans EDA, IP, semiconductor equipment, nano-technology, and venture capital. For the last 11 years he has been CEO of interconnect IP provider Arteris who invented the industry’s first commercial network on chip (NoC) SoC interconnect IP… Read More
Semiconductor C-level Executives Explore the Seventh Sense!
The GSA US Executive Forum is in its 5[SUP]th[/SUP] year. It is a time for top level semiconductor executives to meet and try to make sense of a very complex and fast moving industry that has tremendous influence on modern day life. You can see a list of attendees with bios and pictures HERE. There is a lot to talk about (The Future of Drones… Read More
Why did Softbank pay so much for ARM? Because it’s worth it
Softbank’s acquisition of ARM Holdings was not only unexpected, but also the valuation was astonishingly high. Softbank is acquiring ARM for $32.2B or 23x CY15 revenue and 46x CY16 earnings. This was a 46% premium to the prior day’s closing price before the announcement of the acquisition. The questions to ask are: Why is Softbank… Read More
Not-so-ulterior motive leads SoftBank to ARM
This week’s £24.3B offer for ARM Holdings plc from SoftBank has been widely viewed as Brexit reflexit. It did firm up in the preceding two weeks, but this acquisition offer has been years in the making – and if it sticks, one SoftBank motive many analysts and editors are missing comes front and center.… Read More