distributors

Chip Mergers: For Arrow, So Far, So Good

So far, Intel Corp.’s acquisition of Altera Corp. has not affected either supplier’s relationship with global distributor Arrow Electronics Inc. Although neither company was mentioned by name, Arrow CEO Mike Long told analysts on a quarterly conference call this week that consolidation in the semiconductor market — which also includes NXP/Freescale and Avago/Broadcom — has…

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…