Gartner Shares Insight into the Bimodal Supply Chain

Understanding the diverse demands placed on corporations and supply chains by customers in today’s hyper-competitive global marketplace helps shed light on the challenges and opportunities to growth and innovation. Gartner continues to contribute key research to understanding this concept and offers insights that help corporations turn concepts into actionable strategic visions and opportunities. As the…

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…

Sensors, Sensors, Sensors, Everywhere

Sensors are poised to join the ranks of high-tech’s most critical components as manufacturers across multiple segments of the economy design the parts into next-generation automotive, connectivity, medical, monitoring and safety equipment. Demand for sensors have surged in recent years and are forecast to climb at a double-digit pace in the near future, creating investment…

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…

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…

Tsinghua-Micron: A Fake $23B Deal to Test U.S. Regulators?

Micron Technology Inc. may be an attractive acquisition target but it should not be on the acquisition menu of China’s Tsinghua Unigroup Ltd. as reported earlier this week by many news outlets. In fact, considering the likely regulatory opposition to the deal, it shouldn’t even be seriously considered by a Chinese company. This transaction doesn’t…