China’s regulatory authority approval is official
China’s regulatory authority has given AMD the green light for a $35 billion acquisition. USA, Korea, Taiwan, and the European Union already gave their blessing for the transaction earlier.
Analysis: Strong opposition in the UK, EU, and especially China
It has been 54 weeks since Nvidia announced its ambitions to acquire ARM for approximately $40 billion. We intentionally use the term ambition as things are still far from looking good more than a year later. More and more voices in the industry and regulatory bodies are against it.
Data center strategy
It is impossible to get a comment from either AMD or Xilinx on this matter, but as far as we could ask around, AMD is going to attempt to buy Xilinx. The move will help the company’s data center strategy, and it is carefully targeted.
Analysis: Bad for everyone else
Nvidia will take over ARM, at least it has announced its intention and the market and the stock skyrocketed, demonstrating that this looks like it is an excellent move for Nvidia. Still, a semiconductor company taking over what used to be an independent API provider doesn't resonate well.
Wants assurance ZTE Corp ban gets lifted
People close to the matter claim that China warmed up to the NXP Semiconductor acquisition by Qualcomm seeking assurances that the ZTE Corp 7 year ban will get lifted by the USA.
The board will discuss the next step
Valentine’s Day was quite hot as both Qualcomm and Broadcom senior management discussed the Broadcom acquisition proposal.
Fudzilla asked around
Over the last few weeks we've met with a few dozen Qualcomm and industry C level executives and of course discussed the potential Broadcom takeover of Qualcomm. The general conclusion is that this won't happen as Broadcom might profit from it at the big expense of Qualcomm.