In most of the current mergers, one key aspect was visible: technological expansion. It’s consolidation with a view to expand in emerging technologies; so it’s complementary as against concentration. In my view, macro economy and business in semiconductors will continue on their own pace, IP leadership will continue as usual. What will see a massive change in near future is technology, which will in turn infuse new life to semiconductor business going forward.
The future of semiconductor industry will depend on how new technologies pan out to support emerging businesses. Let’s review some of the common technological themes based on which some of the key mergers have taken place, and more may be seen.