Expert Testimony with Ron Maltiel

My expertise in semiconductors, process, and circuits have led to some really interesting places. Thanks for having me on your show Max for a fascinating

Ron

Insightful, timely, and accurate semiconductor consulting.

Semiconductor information and news at - http://www.maltiel-consulting.com/

5th Update: Mergers/ Potential Mergers 2015-7 (latest Broadcom offer to buys Qualcomm, and Marvell to buy Cavium) of Semiconductors

Below is the latest and 5th version of the table of semiconductor consolidation and mergers that have taken place over the last 3 years and those that started to heat up again this year.

Ron

Insightful, timely, and accurate semiconductor consulting.

Semiconductor information and news at - http://www.maltiel-consulting.com/

NXP/Freescale	March 2015	$ 12 Billion	NXP to buy Freescale, create $40 billion company
Cypress Semiconductor/ Spansion	March 2015	$ 5 Billion	Cypress and Spansion merge in $5B deal
NXP RF/ Jianguang Asset Management	May 2015	$ 1.8 Billion	Why NXP is selling its RF power business for $1.8 billion
Avago/Broadcom	May 2015	$ 36.7 Billion	Avago Agrees to Buy Broadcom for $37 Billion
Intel/ Altera	June 2015	$16.7 Billion	Intel Agrees to Buy Altera for $16.7 Billion
Microchip/ Micrel	Aug 2015	$0.8 Billion	Microchip Technology Completes Acquisition of Micrel
LAM/ KLA-Tencor	Oct2015	$10.6 Billion	Lam to Buy KLA-Tencor in $10.6 Billion Chip Machinery Deal
Western Digital/ SanDisk	Oct2015	$19 Billion	Tsinghua Unigroup to Adjust Its Approach to Get NAND Flash
Texas Instruments, Analog Devices? /Maxim	Oct2015	$9+ Billion	Texas Instruments Said in Talks to Acquire Maxim Integrated
Microsemi/ PMC-Sierra	Nov 2015	$2.5 Billion	Microsemi to Buy PMC-Sierra Deal Valued at About $2.5 Billion
On Semiconductor or China Resources  / Fairchild Semiconductor	Dec 2015	$2.5 Billion	China Resources challenges ON Semiconductor with Fairchild bid
Dialog/ Microchip Technology / Atmel	Jan 2016	$3.6 Billion	Microchip Technology to Buy Atmel for Nearly $3.6 Billion
Cavium Buys QLogic (Storage, Networking Merger)	June 206	$1 Billion	Cavium Buys QLogic (Storage, Networking Merger)
SoftBank bought ARM	July 2016	$32 Billions	How ARM set itself up for a $32 billion acquisition
Qualcomm buy NXP	Oct 2016	38.5 Billions	Qualcomm to Acquire NXP Semiconductors for $38.5 Billion
Broadcom to Buy Brocade Communications	Nov 2016	$5.5 Billion	Broadcom to Buy Brocade Communications for $5.5 Billion
Skyworks in talks to buy Microsemi	Nov 2016		Skyworks in talks to buy Microsemi
WDC bought SanDisk	May 2016	$19 Billion	Western Digital Earnings Show Value and Risk of SanDisk Purchase
Toshiba sells Flash, chips unit to Bain Led group	Sep 2017	$18 Billion	Toshiba Agrees to Sell Memory Chip Unit to Bain Group
Broadcom offer to Buy Qualcomm	Nov 2017	$105 Billion	Broadcom Explores Deal to Buy Chipmaker Qualcomm
Marvell offers to buy Cavium	Nov 2017	$6 Billion	Marvell Is Buying Rival Chipmaker Cavium For $6 Billion

Semiconductor Mergers and Potential Mergers in 2015-6 (latest Broadcom buys Brocade and potentially Skyworks buying Microsemi)

Semiconductor industry continues to consolidate. Last month Qualcomm offered to buy NXP and this month Broadcom is buying Brocade Communications for $5.5 Billion. It also appears that Skyworks Solution is in talks to acquire Microemi .

See below a table summarizing all these deals and the potential deals.

Ron

Insightful, timely, and accurate semiconductor consulting.

Semiconductor information and news at - http://www.maltiel-consulting.com/

NXP/Freescale	March 2015	$ 12 Billion	NXP to buy Freescale, create $40 billion company
Cypress Semiconductor/ Spansion	March 2015	$ 5 Billion	Cypress and Spansion merge in $5B deal
NXP RF/ Jianguang Asset Management	May 2015	$ 1.8 Billion	Why NXP is selling its RF power business for $1.8 billion
Avago/Broadcom	May 2015	$ 36.7 Billion	Avago Agrees to Buy Broadcom for $37 Billion
Intel/ Altera	June 2015	$16.7 Billion	Intel Agrees to Buy Altera for $16.7 Billion
Microchip/ Micrel	Aug 2015	$0.8 Billion	Microchip Technology Completes Acquisition of Micrel
LAM/ KLA-Tencor	Oct2015	$10.6 Billion	Lam to Buy KLA-Tencor in $10.6 Billion Chip Machinery Deal
Western Digital/ SanDisk	Oct2015	$19 Billion	Tsinghua Unigroup to Adjust Its Approach to Get NAND Flash
Texas Instruments, Analog Devices, ? /Maxim	Oct2015	$9+ Billion	Texas Instruments Said in Talks to Acquire Maxim Integrated
Microsemi/ PMC-Sierra	Nov 2015	$2.5 Billion	Microsemi to Buy PMC-Sierra In Deal Valued at About $2.5 Billion
On Semiconductor or China Resources  / Fairchild Semiconductor	Dec 2015	$2.5 Billion	China Resources challenges ON Semiconductor with Fairchild bid
Dialog/ Microchip Technology / Atmel	Jan 2016	$3.6 Billion	Microchip Technology to Buy Atmel for Nearly $3.6 Billion
Cavium Buys QLogic (Storage, Networking Merger)	June 206	$1 Billion	Cavium Buys QLogic (Storage, Networking Merger)
SoftBank wants to purchase of ARM	July 2016	$32 Billions	How ARM set itself up for a $32 billion acquisition
Qualcomm buy NXP	Oct 2016	38.5 Billions	Qualcomm to Acquire NXP Semiconductors for $38.5 Billion
Broadcom to Buy Brocade Communications	Nov 2016	$5.5 Billion	Broadcom to Buy Brocade Communications for $5.5 Billion
Skyworks in talks to buy Microsemi	Nov 2016		Skyworks in talks to buy Microsemi