Description: The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market. In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion.
Source: CNBC.com – video report
Date: Oct 27, 2020
Questions for discussion:
- What is happening in this sector and why?
- How should investors interpret these activities?