VLSIresearch analyst G. Dan Hutcheson presents his talk on Merger and Acquisition Trends from SEMI’s 2015 ITPC conference. The presentation appears separately in the presentation section of weSRCH. In it, he covers the recent M&A Mania in tech, focusing on the fabless world. Why it’s no surprise. Why the typical timing between an industry’s start-up phase and its mass-consolidation is around 20 years. The presentation gives Dan’s Pac Man Consolidation charts for Chips, Equipment, and Fabless. He also explains his Time Triangles of M&A Drivers that can be used to predict who’s next and when an industry is ripe for M&A, examining the Cost/Benefit of M&A versus Innovation.
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Tech