More consolidation in the Electronics Industry

Nvidia buys ARM
https://www.electronicdesign.com/technologies/embedded-revolution/article/21141624/nvidia-to-buy-arm-in-deal-valued-at-about-40-billion

Infineon buys Cypress
https://www.electronicdesign.com/technologies/embedded-revolution/article/21808074/infineon-to-take-over-cypress-semiconductor-in-10-billion-deal

2 Likes

The Nvidia-ARM deal is interesting, they’re putting those AI profits to use. It’s probably not great for consumers to see that much consolidation. Also I appreciate that Softbank is giving us all a lesson in how to turn $100B into $50B. Although, I can certainly think of more interesting ways to do it than they have.

2 Likes

The technical / political fallout will be interesting.
Several Slashdot.org articles:

1 Like

There has been lots of talk about opposition to the sale.

The UK - they stand to lose influence over something they invented.

The PRC - since Nvidia is a US company, companies like Huawei stand to lose access to even more microchip technology.

Intel and AMD - supposedly the real losers in this deal.

The US government - on one hand, they can restrict Chinese companies. On the other hand, there are anti-trust concerns.

https://finance.yahoo.com/news/nvidia-deal-threatens-arm-status-040100844.html

https://finance.yahoo.com/news/nvidia-arm-deal-revs-chip-132701007.html

1 Like

Especially considering how much Nvidia likes to have “closed systems”

It is getting serious. First the automobile industry and now mobile phones. What is next?

2 Likes

Slide show is interesting.
https://www.electronicdesign.com/markets/automotive/media-gallery/21156779/electronic-design-the-global-chip-shortage-explained


old news

1 Like

In slightly smaller news: This merger forms the worlds largest wholesale distributor of IT and electronics: https://venturebeat.com/2021/03/22/synnex-and-tech-datas-7-2b-merger-spawns-an-it-solutions-behemoth/

2 Likes

Slightly old news and may have already posted -
Following Intel -

1 Like

The Samsung fab in Austin is still offline over a month later.

The same outage also affected some chemical factories making precursors for foam. So the auto industry is suffering a double whammy.

1 Like

Yeah. Folks would be disappointed if we went back to the “scrape you off the dashboard” days…

1 Like

Seat belts, air bags to protect the hardwood dash.

1 Like

The context is not going back to “when bench seats were actually benches” days.

1 Like

And apparently rubber for tires is facing a number of challenges. Not yet affecting availability, but driving prices up.

Pricing in most markets is up. Lumber is up high, electronics, metals, piping , valves, etc… The cost of the sheet metal we are using for the partition/wall/safety barrier has doubled. Thankfully its only 70 a sheet vs the 35$. Polycarbonate has seemed to come down in price, only because of the excess production of Covid. Its 120 a sheet for 3/16”.

For our equipment we are having difficulty getting main microboards. Our parts dept was bad before, now we are looking at longer lead times.

And more good news -





2 Likes