Merger Mania and the Future of the Semiconductor Landscape

If there’s an example of positive impacts of consolidation on a market, the past few years in the memory sector could well be that example. I have to admit, as a general rule, I’m leery of waves of M&A that push sectors toward oligopolies. Along this vein, I confess to having been concerned during the…

Display IP Drives Foxconn-Sharp Deal

Ongoing consolidation has me sometimes feeling that the semiconductor and electronics industry is a shrinking group of major corporations representing leading sectors. The headlining M&A story of the year—so far– is the Foxconn-Sharp merger penned at the beginning of April, but which began in 2012. The seesaw story of Sharp’s financial troubles plagued the company for…

The New Era of Supply Chain Collaboration

Certainly the M&A and consolidation story has been big this year for the semiconductor and electronics industry. With this comes a number of changes and adjustments, be they partner or component line shifts, logistics, EOL, pricing and so forth. However these are not, in the least, new moments for our industry. Nestled among the strategic…

Chip M&A Underscores Significant Global Shift

There’s much to be said about the spate of consolidations this year, to be sure, as EPS’ Bolaji Ojo recently discussed; there are real industry changes afoot. Certainly, much of the transactional strategies have to do with the views into new market positions, and the opportunities to scale and refine oligopolies — among other competitive…

Quality & Traceability: Critical to Procurement

This month, Verical.Connect and EPS have taken a very close and important look at the cornerstones of quality and anti-counterfeiting strategies in the semiconductor and electronics supply chain. Sourcing and procurement have grown, expanded, and decidedly matured in terms of business operations/processes as well as the role that these departments play in the corporation. Quality…