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Semiconductor Expert Blog

Industry mergers / circuits / process / flash memory / manufacturing

Semiconductor Mergers, Acquisitions, and Potentials 2015-2017

11/27/2017

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​Below is the latest and 5th version of the table of semiconductor consolidations and mergers that have taken place over the last 3 years and those that started to heat up again this year.

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Semiconductor Mergers and Potential Mergers in 2015-6 (latest Broadcom buys Brocade and potentially Skyworks buying Microsemi)

11/3/2016

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The semiconductor industry continues to consolidate. Last month Qualcomm offered to buy NXP and this month Broadcom is buying Brocade Communications for $5.5 Billion. It also appears that Skyworks Solution is in talks to acquire Microemi.


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Cavium Buys QLogic (Storage, Networking Merger)

6/16/2016

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Another semiconductor merger:

Cavium Inc. will take on Broadcom, Intel, and Mellanox in storage and networking with its billion-dollar acquisition of Qlogic Corp. The deal teams one of the semiconductor’s fastest growing companies with one just starting to emerge from a decline.

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3D Semiconductor Evolution

5/12/2016

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Semiconductor companies have been building 3D devices (which are vertical circuits above the silicon die edge surface) for the last couple of years. They have been going in the vertical direction due to the complexity of shrinking the devices.

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Semiconductor Foundries Grew 4.4% while Global Sales Fell 2% in 2015

4/25/2016

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The global semiconductor foundry market grew 4.4 percent in 2015 to reach $48.8 billion in value, according to market research company Gartner (more below).

Semiconductor foundries were able to still grow their business in 2015 even though the overall demand for semiconductors shrunk. Of the foundries based in China, the largest foundry- SMIC had the largest increase in growth of 13.1%.



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iPhone SE Teardown

3/31/2016

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Incremental improvements and lower costs will help Apple's margins. 

​The long-rumored, cost-friendly iPhone SE was finally announced on March 21st of this year. Said to be the iPhone 6s squeezed into the smaller iPhone 5s body, this new iPhone features an appealing price point with flagship-level performance. Some here have even likened it to an old Chevy outfitted with a peppy new Corvette engine. Early reviews of the iPhone SE have been fairly positive; most seem to agree that the 4-inch iPhone packs some powerful internals.

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Interconnect Issues: History and Future Prospects

7/3/2013

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Interconnection plays a key role in shrinking semiconductor chips. The latest interconnection issues are discussed in the paper, Interconnect Issues: History and Future Prospects, Part 2, presented by Ahmet Ceyhan and Azad Naeemi from Georgia Institute of Technology in 2013 at Future Fab.

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    Author

    Ron Maltiel,
    RMG & Associates Principal

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