Nvidia’s $40 Billion ARM Purchase Will Test M&A ‘Ceiling’

After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week announced a $40 billion agreement to buy ARM—the leading supplier of processor intellectual property (IP)—from financially struggling SoftBank in Japan.  If approved, the deal would be the largest semiconductor acquisition in history, provided the additional…

Covid-19, components, shipments

Component Makers Don’t Expect a Q2 Recovery From Covid-19

Electronic component manufacturers (OCMs) and their OEM/EMS customers say they don’t have much visibility into their partners’ supply chains. During the coronavirus outbreak, that visibility may determine how quickly the electronics industry bounces back from a prolonged China shutdown. A survey the ECIA conducted on Feb. 7 found a majority of OCMs didn’t know how…

semiconductor unit shipments

Semiconductor Units To Exceed 1 Trillion Devices in 2020

Annual semiconductor unit shipments, including integrated circuits and optoelectronics, sensors, and discrete (O-S-D) devices are forecast to rise 7 percent in 2020 and surpass one trillion units for the second time in history, according to IC Insights’ McClean Report. The 7 percent increase to 1,036.3 billion total semiconductor shipments expected in 2020 follows an 8…