Embedded Insiders Podcast

Mergers, Acquisitions, and Free Money

October 15, 2020 Embedded Computing Design
Embedded Insiders Podcast
Mergers, Acquisitions, and Free Money
Chapters
Embedded Insiders Podcast
Mergers, Acquisitions, and Free Money
Oct 15, 2020
Embedded Computing Design

It’s all about money! In this edition of the Embedded Insiders, Brandon and Rich break down some major acquisitions, like Arm’s purchase of NVIDIA, as well as AMD potentially buying Xilinx, prompted in part by all the “free money” that’s available in the wake of the COVID-19 pandemic.

Later, Jim McGregor, Principal Analyst at Tirias Research, joins the Insiders with his thoughts. He explains his belief that these moves are the result of companies trying to grow their total addressable market (TAM) by capturing share in adjacent markets, but cautions that acquiring these assets could have negative long-term effects on the industry. In part one of a two-part interview, these questions are asked in the context of the NVIDIA/Arm deal.

Finally, Calista Redmond, the CEO of RISC-V, shares her vision of the computing industry after the world’s largest IP vendor has been, at least for now, taken off the market. What does this mean for the industry in general, and RISC-V in particular.

Show Notes

It’s all about money! In this edition of the Embedded Insiders, Brandon and Rich break down some major acquisitions, like Arm’s purchase of NVIDIA, as well as AMD potentially buying Xilinx, prompted in part by all the “free money” that’s available in the wake of the COVID-19 pandemic.

Later, Jim McGregor, Principal Analyst at Tirias Research, joins the Insiders with his thoughts. He explains his belief that these moves are the result of companies trying to grow their total addressable market (TAM) by capturing share in adjacent markets, but cautions that acquiring these assets could have negative long-term effects on the industry. In part one of a two-part interview, these questions are asked in the context of the NVIDIA/Arm deal.

Finally, Calista Redmond, the CEO of RISC-V, shares her vision of the computing industry after the world’s largest IP vendor has been, at least for now, taken off the market. What does this mean for the industry in general, and RISC-V in particular.