Intelligence to make better decisions faster
Intelligence to make better decisions faster

 

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 whyitís 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.

http://electronics.wesrch.com/pdfEL1SE1UFQJZGZ 

 

More information about The Chip Insiderô is available here:

††††††††††††††††††††††††††††††††††††††††† https://www.vlsiresearch.com/public/cmrs/detail.html?mod=prod_1_tci

 

The contents of this release are approved for use by media for news purposes identifying VLSIresearch as the source. No advertising or promotional use of this release by corporations can be used without VLSIresearch approval. All trademarks, service marks, and logos are the property of VLSI Research Inc or their respective owners.

 

About VLSIresearch

VLSIresearch is an award-winning provider of market research and economic analysis on the technical, business, and economic aspects within semiconductor, nanotechnology, and related industries. VLSIresearch provides intelligence for faster and better decision making in the areas of semiconductors, photovoltaics, LEDs, manufacturing, materials, and critical subsystems.VLSIresearch was founded in 1976. Learn more at www.vlsiresearch.com.

 

Contact: Risto Puhakka| email: analyst @ vlsiresearch.com | ph:408.453.8844

VLSIresearch| Ph: 408.453.8844 | 2290 North First Street Suite 202 San Jose, CA 95131

 

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VLSIresearch.com          ChipHistory.org           weSRCH.com

 

TCI_VR_ST_M&A Mania

 

 

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