Why is Distribution Outperforming Suppliers?

This past financial quarter has driven home the adage that business concentration among a few large customers has its downside.  For example, although Apple Inc. sold almost 48 billion iPhones in Q2, many of its suppliers – according to CNN and others – were “getting crushed:” Just look at Cirrus Logic (CRUS), which makes micro chips…

What the IoT Means for the Future of Electronics Purchasing

Apple recently caused a flurry of excitement due to its recent announcement that HomeKit—a framework for communicating with accessories via smartphone—will soon be able to control a wide range of connected devices such as motion sensors, home security systems and carbon dioxide monitors. Throughout the next 10 years more than 50 billion Internet-connected devices will…

Semiconductor Consolidation Drives 1H15 M&A

In high-tech “disruptive” is a good thing. Disruption was the driving force behind the majority of the high-technology mergers and acquisitions in the first half of 2015, with acceleration in deal-making during Q2. Corporate technology buyers pushed 2Q15 deals to a record $127.2 billon, which is higher than any quarter since 2000 and up 65…