MarvellThe M&A wave, together with a rise of semiconductor startups, highlights the growing need for new and more powerful processors for new technologies, led by the cloud and AI.
AMD's "acquisition of Xilinx represents a huge bet on the future of their data center business and underscores the M&A frenzy taking hold in the chip sector right now," he told Business Insider. "Nvidia's bid to buy ARM is an even bolder move to re-shape the silicon landscape and further displace Intel's core business."The most aggressive acquirer, by far, has been Nvidia.
In fact, Nvidia's success in gobbling up Mellanox "really started opening the floodgates" to bigger acquisitions, Morales said. "Once they got that done, you could see that a lot of the other vendors that were already looking at acquisitions began to move forward more aggressively — including Nvidia."
Really hoping Transition46 take anti-trust seriously.
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