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agnolus
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Rookie
Re: good
agnolus   7/3/2014 4:27:13 AM
NO RATINGS
fully agree

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

goafrit
User Rank
Manager
Re: After Wolfson Microelectronics and Cirrus Logic merger, this.
goafrit   7/1/2014 12:55:40 PM
NO RATINGS
>> 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.

goafrit
User Rank
Manager
re:
goafrit   7/1/2014 12:52:35 PM
NO RATINGS
>> 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.

pierreohm
User Rank
Rookie
good
pierreohm   7/1/2014 6:35:50 AM
NO RATINGS
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

 

KB3001
User Rank
CEO
After Wolfson Microelectronics and Cirrus Logic merger, this.
KB3001   6/30/2014 3:11:46 PM
NO RATINGS
Consolidation is the name of the game. IoT might be the big drive behind this.

wilber_xbox
User Rank
Manager
re:
wilber_xbox   6/30/2014 2:39:49 PM
NO RATINGS
This might consolidate some of the sensor industry and provide competition to bigger players.



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