If you thought Nvidia purchasing Arm would forever change the semiconductor landscape, you wouldn’t be wrong—we’re talking about a $40 billion deal that doesn’t involve chips. What…
In brief: The chip shortage has accelerated the consolidation of the semiconductor industry, leading to a massive wave of mergers and buyouts. Western Digital is only the latest company to consider such a move, and its eyes are set on Kioxia, its longtime partner in making 3D NAND. If you thought Nvidia purchasing Arm would forever change the semiconductor landscape, you wouldn’t be wrong—we’re talking about a $40 billion deal that doesn’t involve chips. What it does involve is blueprints for RISC chips used throughout the tech industry to design custom silicon for a variety of uses. Then there’s AMD’s $35 billion acquisition of Xilinx, which adds important capabilities to the former and further consolidates the semiconductor industry.
