December 19, 2016 by riskreversal • Trade Ideas

The semiconductor space has been enveloped by an epic spat of M&A for the better part of the last two years, equaling nearly $200 billion in deals. Much of this urge to merge has been …

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July 27, 2016 by Dan • Commentary

The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen.  Yesterday it was announced that Analog Devices (ADI) is making a near $15 …

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