Month: July 2016

Has the semiconductor industry finally reached the level of maturity that requires reduction in R&D spending to continue growing earnings as revenue growth slows? Maybe it does. In almost all years of semiconductor industry’s history, research and development spending of the public semiconductor companies has increased. Only three years in

The acquisition fervor will likely continue, as long as liquidity is freely available. Mentor Graphics’ CEO Walden Rhines gives his take. The major semiconductor industry consolidations of the last year or two were, in general, were NOT driven by a desire for greater economies of scale, as I explained in