OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…

Sanmina Assesses Benefits of MES, IoT & the Cloud

Manufacturing was one of the first industries to grasp the potential of the Internet of Things (IoT). The ability to wirelessly connect and manage multiple factories and machines provides almost infinite opportunities for cost-savings and efficiency. Global EMS provider Sanmina Corp., which has linked more the 25,000 pieces of manufacturing equipment, is beginning to quantify…

Five Semiconductor Suppliers Hold 41% of Global Market

Big semiconductor companies are getting bigger. Vigorous M&A activity in 2015 and 2016 has reshaped the landscape of the semiconductor industry, with the top companies now controlling a much greater percentage of market share, reports IC Insights. Not including foundries, IC Insights forecasts five semiconductor suppliers — Intel, Samsung, Qualcomm, Broadcom, and SK Hynix –…

SoftBank to Acquire ARM for $31.4B

Summary The boards of directors of SoftBank Group Corp. (“SoftBank”) and ARM Holdings plc (“ARM”) are pleased to announce that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued share capital of ARM by SoftBank (or, at SoftBank’s election, a wholly-owned subsidiary of…