High-Tech M&A: No Price Too High, No Firm Too Big

The consolidation of the semiconductor sector has moved into a new phase involving mega transactions that may trigger similarly large acquisitions in other segments of the electronics market and further the redrawing of the industry supply chain as OEMs, contract manufacturers and component distributors re-align with the new power centers. IC market consolidators had been…

Why Analysts Are Skeptical About Component Demand

You can’t really blame financial analysts for their skepticism on current component demand. The last time the electronics supply chain took orders at face value the industry was left with $13 billion in semiconductor excess alone. Everyone from component manufacturers through OEMs had to write down or write off millions of dollars’ worth of inventory. At…

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…

Dialog Semiconductor to Acquire Silego

Dialog Semiconductor plc (XETRA:DLG), a provider of highly integrated power management, AC/DC power conversion, charging, and low power connectivity technology, announced today that it has signed a definitive agreement to acquire privately-held Silego Technology Inc., the leading provider of Configurable Mixed-signal ICs (CMICs), for a cash payment of $276 million with additional contingent consideration of…

Global Semiconductor Sales Increase 24% in July

The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $33.6 billion for the month of July 2017, an increase of 24.0 percent compared to the July 2016 total of $27.1 billion and 3.1 percent more than the June 2017 total of $32.6 billion. All major regional markets posted both year-to-year and month-to-month increases…

ST Launches Partner Program

STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has strengthened its ecosystem through a Partner Program that connects customers with qualified technical specialists capable of strategically supporting their projects. The new ST Partner Program helps customers’ design teams access extra skills, products, and services to aid engineering development…

Littelfuse to Acquire IXYS

Littelfuse, Inc. (NASDAQ:LFUS) and IXYS Corporation (NASDAQ:IXYS) today announced that they have entered into a definitive agreement under which Littelfuse will acquire all of the outstanding shares of IXYS in a cash and stock transaction. The transaction represents an equity value of approximately $750 million and enterprise value of $655 million.(1) Under the terms of the agreement,…

Bosch Awards ISSI

Integrated Silicon Solution, Inc. (ISSI), a leader in semiconductor solutions for the automotive market, has been honored with the Bosch Global Supplier Award from Robert Bosch GmbH. ISSI received the award in the Innovation and Semiconductor Components category. In all, this year Bosch has given awards to 44 suppliers out of thousands of suppliers from…