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 The Breker Trekker

Posts Tagged ‘Avago’

Merger Mania and the Still-Changing Semiconductor Landscape

Tuesday, April 5th, 2016

We try to cover a variety of topics here  in The Breker Trekker blog, focusing on technical information but mixing in some general industry analysis as well. Two of our most popular posts of all time have involved the annual semiconductor supplier rankings from IHS, Inc. and the large amount of semiconductor industry merger and acquisition (M&A) activity over the last few years. IHS released their 2015 results yesterday, so it’s time for an update on both of these topics.

Let’s start by catching up on the M&A front. When we last covered this topic in January, the acquisition of Freescale by NXP and the acquisition of Altera by Intel had both just completed late last year. These closed in time to be reflected in the 2015 supplier rankings. There were several other deals from 2015 that were still pending and, while some of them have now closed, their effects will not be seen until the 2016 results are in.

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Frontiers of Microprocessor Test and Verification

Tuesday, December 22nd, 2015

In last week’s blog post, I reported from the recent 16th International Workshop on Microprocessor Test and Verification (MTV) in Austin. I focused mostly on the panel “Portable Stimulus and Testbenches – Possibilities or Wishful Thinking?” that included representatives from ARM, Cadence, Mentor, Synopsys, Freescale (now NXP), and Breker (yours truly). The panel was most enjoyable, but only one of several highlights for me at MTV.

This week, I’d like to touch briefly on some of the talks and topics on the technical program that caught my ear. These reflected a number of research frontiers for verification as well as several real-world case studies of SoC design projects tackling tough verification challenges. Perhaps the best moment for me was hearing Altera, one of our customers, describe how they used our products successfully on a recent design.

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Merger Mania in the Semiconductor Industry

Wednesday, October 7th, 2015

Earlier this year, we published an analysis of the semiconductor landscape that became one of the most-read posts in the history of The Breker Trekker. That’s not too surprising, since business topics tend to have wider appeal than detailed discussions about verification techniques. That post focused on the top 20 semiconductor companies and the many changes in that list over the last 15 years. We mentioned a number of noteworthy mergers, acquisitions, and spin-outs that contributed significantly to the dynamic nature of the market.

The first three quarters of this year have seen a huge uptick in merger and acquisition (M&A) activity among semiconductor companies. Although many of these deals have involved second-tier players, at least a few are significant enough to result in changes to the next Top 20 listing. Since we follow the chip industry closely, we thought we’d summarize some of the recent announcements and speculate a bit on what it all means.

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