Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking of analog… Read more“Shakeup in Analog rankings”
Category: Archived
Semiconductors negative in 2016, positive in 2017
Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics. Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read more“Semiconductors negative in 2016, positive in 2017”
Brexit impact on semiconductors
On June 23 the voters of the United Kingdom (UK) chose to leave the European Union (EU) by a margin of 51.9% to 48.1%. The withdrawal of the UK from the EU is known as Brexit (for Britain Exit). The immediate impact of the vote was a drop in global… Read more“Brexit impact on semiconductors”
Semiconductors out of step with electronics
The global semiconductor market has been on a decline (three-month-average change versus a year ago) since July 2015 according to World Semiconductor Trade Statistics (WSTS). Although numerous factors affect the semiconductor market (capacity and utilization, prices, inventory levels) in the near term, the long term growth is driven by the… Read more“Semiconductors out of step with electronics”