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M&A Mania: whatís driving it and the changing business model
VLSIresearchís Strategy and Tactics Chip Insiderô assessed the recent explosion of Mergers and Acquisitions in the semiconductor industry. In particular if focused on M&A in the fabless world, showing why† itís no surprise, as it follows typical mass-consolidation timing. It included VLSIís Pac Man Consolidation charts for Chips, Equipment, and Fabless semiconductor companies. It overlaid whatís happening against general M&A Drivers, contrasting the Cost/Benefit of M&A versus Innovation.
The fabless mergerís strategic message: Activity in so short a time means itís about more than liquidity. The Key Factors analyzed included SoC, Mooreís Law, Design IP. Thereís also been a significant shift back to market horizontals, giving projections that Fabless M&A wonít be over soon. The impact will ripple into the Foundry versus IDM business model as well.
Finally, it also looked into the merger of Lam Research and KLA-Tencor.
More information about The Chip Insiderô is available here:
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