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AMS, Dialog Confirm Merger Talks

6/30/2014 09:30 AM EDT
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wilber_xbox
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re:
wilber_xbox   6/30/2014 2:39:49 PM
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This might consolidate some of the sensor industry and provide competition to bigger players.

KB3001
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After Wolfson Microelectronics and Cirrus Logic merger, this.
KB3001   6/30/2014 3:11:46 PM
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Consolidation is the name of the game. IoT might be the big drive behind this.

pierreohm
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good
pierreohm   7/1/2014 6:35:50 AM
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one has to aknowledge this are the 2 pan-european companies perfoming above the average, worlwide, in the semiconductor business.

ams processes & ip & pdk does *more than moore* better than any other foundry

dialog assp offering is state of the art

 

goafrit
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goafrit   7/1/2014 12:52:35 PM
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>> This might consolidate some of the sensor industry and provide competition to bigger players.

Yes, but it may be marginal competition. The real problem is coming from Asia. As we saw the steel industry go in U.S/Wester Europe. most of these companies will be challenged by globalization. M&A will help but the global competitive market will not disappear.

goafrit
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Re: After Wolfson Microelectronics and Cirrus Logic merger, this.
goafrit   7/1/2014 12:55:40 PM
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>> Consolidation is the name of the game. IoT might be the big drive behind this

It would have been better to sell one outright than Mergers. The industry is so competitive that even post-merger, they are very small to challenge the big guys.

agnolus
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Re: good
agnolus   7/3/2014 4:27:13 AM
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fully agree

europe need other big player in semiconductor market; I believe this merge can do great things if well managed

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