Intersil should ideally merge with one of the big analog players. Their power management portfolio should be a very good fit.
@ Brian any insights into possible merger of Intersil with one of the large Analog Players(ADI or Maxim or Linear)
Dave Bell is certainly among the most respected CEOs among analog IC companies. His expertise in Power IC business is also legendary and illustrated by visionary GaN-on-Silicon IC patents.
One of the problems is the slow-down in PC business - one of the core revenue source for Intel. Another might the ever-increasing dominance of all things power by TI.
One should certainly wish well to Dave and commend him for his integrity and leadership.
If TI is dominating power, then please explain how Dialog has grown from $85 Million in 2005 to $750 Million in 2012. Everyone in power semiconductors is flat to down for the past several years. Those guys from Stuttgart are growing at 28%!
[Answer: Apple thinks Dialog power is good enough. 25,000 patents and the world leadership of TI doesn't count. That was my point about why high volume, high margin power semiconductors are old-hat. It's over. Time to move on to move valuable products.]
Or conversely, do our CEOs tend to pack their boards with "their own guys"
it is circular - ceo's from one company are the board members of another and vise versa. Then you just have a mesh of back scratching....
No insights, but given that Maxim seems more open to acquisition and Linear just made its first-ever acquisition (Dust Networks) last year, the possibility is definitely there.
Or a big digital player in need of analog expertise might consider it.
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