The anti -wind cycle of the semiconductor market has not yet passed, but the pace of corporate acquisitions has never stopped.According to public information, "ChinaelectronicThe reporter sorted out the international collection and acquisitions of 23 semiconductor fields, and found that in 2023, the global semiconductor semiconductor semiconductor collection and acquisitions were mainly concentrated in the fields of AI, EDA, and wide -band semiconductor, showing the following characteristics.
Some semiconductor -related acquisitions in 2023
(China Electronics News)
　Features 1: Concentration of receiving mergers and acquisitions in the EDA field
In terms of quantity, the acquisition of electronic system design enterprises represented by EDA in 2023 is active, and most of them are horizontal acquisitions of companies in the same field or adjacent fields.EDA header Cadence acquired four companies within one year, three of which are companies that are also engaged in electronic system design.Xin Si Technology and Keysight have software companies incorporated into His Majesty.Of course, EDA companies are also acquired, such as Insight and Diakopto are included in the pockets of two engineering software companies: Siemens and ANSYS.EDA enterprises actively expand to the challenges that intensify the complexity of chip design in response to the advanced process to intensify chip design with horizontal acquisitions, becoming the main position of the semiconductor mergers and acquisitions in 2023.
　Reason for acquisition 1: Advanced process complexity of chip design
EDA companies generally hope to use the acquisition of the automated experience of the design of chip design to cope with the challenges of the main design processes such as layout, wiring, and detection of advanced processes.
　Typical A: Keysightt acquisition of Cliosoft
KEYSIGHT's acquisition of Cliosoft is to see the process and data management functions of CLIOSOFT.The chip design of advanced processes involves more, more complicated IP modules and data, and management tools provided by companies such as Cliosoft can help users build efficient workflows.
　Typical B: ANSYS acquire Diakopto
ANSYS acquisition Diakopto is to cope with parasitic effects.As the technology adopted by the chip is becoming more and more advanced, the parasitic effect in the chip design layout is becoming increasingly complicated.Based on the acquisition, ANSYS hopes to detect parasitic effects in the early days of chip design and provide engineers with feasible solutions to enhance the reliability of the chip and speed up the listing time.
　　Reason for acquisition 2: Follow up popular technology and hot spots
EDA enterprises have a strong interest in the fields of popular technology and hotspots as usual.Mobilizing with the times, not being behind the times is an inexhaustible motivation for EDA companies to buy and buy.
　Typical A: Cadence acquisition of Pulsic
Cadence's main goal of acquiring Pulsic is to introduce artificial intelligence into chip design.Although the automation level of chip design has continued to increase in recent years, the design of the simulation circuit design is still a high degree of dependence on the layout and wiring.Cadence and other chip design solutions such as EDA companies and Pulsic, ASTRUS and other chip design solutions are based on intelligent technology to improve the layout efficiency of analog circuits.Earlier, Cadence launched a Virtuoso Studio solution to support customized chip design through AI, cloud, 2.5D/3D packaging and other technologies.Cadence hopes that this acquisition can integrate Pulsic's automation technology into Virtuoso Studio, and use AI to reduce the design difficulty of the simulation chip.
　Typical B: Xinshi Technology Acquisition Piketec
Xinti Technology acquired Piketec and is determined to define cars.As the electronic electrical architecture of automobiles becomes more complicated, software, software,sensorThe software definition system composed of computing and electromechanical integration is also larger, and testing and verification have increased.Xinti Technology plans to add PikeTec's test automation tools and services to its own product line, providing more comprehensive virtualization and testing solutions for car OEM.
　　Features 2: Artificial intelligence -related mergers and acquisitions spread
The explosive development of artificial intelligence is not only the field of artificial intelligence, but also the semiconductor industry.If you want to find a contract for semiconductors in different application areas and different industrial links in 2023, artificial intelligence is the best choice.Because of the fragrance of artificial intelligence, cross -border acquisitions between software and hardware companies have occurred, involving leading technology companies such as Nvidia, AMD, and Microsoft, and also attracted the attention of the industry.
　　Reason for acquisition 1: Software and hardware collaboration
In 2023, there are both computing power chip companies who acquire software companies, as well as software companies to acquire computing power chip companies.The purpose is to build a Software and hardware integration AI solution, so that users can easily deploy AI services according to their own scenes and needs.
　Typical A: AMD acquired two AI software companies
AMD acquired two AI software companies, MipSology and NOD.AI to improve artificial intelligence software stacks, expand software tools, databases, and model ecology. Users can make more simple AMD hardware deployment and running AI models.
Typical B: Microsoft acquisition of DPU chip companies
As the main investor of OpenAI, Microsoft has held ChatGPT to its own cloud service Azure and promotes the integration of ChatGPT and search engine Bing.To support the calls of AI software, applications and tools, it is inseparable from the powerful data center infrastructure.The FUNGIBLE acquired by Microsoft is a DPU supplier, and the DPU is known as the third main chip of the data center after the CPU and GPU.EssenceAt present, cloud manufacturers such as Amazon and Alibaba Cloud all have the DPU of self -developed DPUs. Microsoft chose to catch up through acquisitions, and also reflects that when cloud manufacturers responded to AIGC's explosive data torrents, they put software and hardware in an important position.
　Reasons for acquisition 2: Grab the edge of the beach AI
With the advancement of model compression technology and the improvement of marginal equipment computing power, AIGC is sinking towards the edges.Because edge devices do not need to transmit sensitive data to the cloud or store in external servers, the edge AI has advantages in privacy protection and cost savings.Based on marginal artificial intelligence, developers can benefit final products from machine learning, and do not have to compromise key indicators such as user privacy, power consumption, cost and real -time performance.
　Typical A: Nvidia Acquisition Omniml
Omniml, which Nvidia is low -key, mainly provides micro -learning technology for machine learning application, which can compress the volume of the AI model and make the model run at the edge AI device.At present, AI and large models such as AIGC and large models generally use data centers as their main infrastructure.Perhaps the edge equipment will become the next battlefield of AI, so that some of the capabilities of AI and even large models come to consumers.
　　Typical B: IMAGIMOB acquired IMAGIMOB
IMAGIMOB acquired marginal device machine learning technology suppliers to strengthen the edge AI solution and seize opportunities in the rapidly growing marginal AI market.
In the next few years, artificial intelligence and machine learning will enter a large scale into embedded applications, realize new functions while protecting user privacy, and improve control and energy efficiency.Through this acquisition, Ying Feiling increased the influence in the field of machine learning solutions, and added an artificial intelligence product line to allow machine learning algorithms toMCURun and provide support for customer innovation.Ying Feiling hopes to allow every developer -even novice, can easily use the edge AI tools and develop the reasoning model.
Features three: Wide -and -tape semiconductor -related receipts and mergers and acquisitions are worth looking forward to
In 2023, two large acquisitions ushered in the field of wide controlband semiconductor -the so -called large amount refers to the market size of the acquisition amount exceeded the widely -owned semiconductor semiconductor, or the type of wide control band semiconductor in this type isMarket size in a certain field.This also reflects the confidence of the acquisition party for the prospects of the development of the wide -band semiconductor.
Typical A: Yingfeeling 830 million U.S. dollars acquired Nitride Moisturizing Systems
Under the premise of 2022, the market size of nitride was about $ 180 million, Yingfei Ling spent $ 830 million to acquire nitrodate system companies to build three main power semiconductor technology including silicon, silicon carbide and nitride,Business landscape.
A Yingfei spokesman Gregor RodeHueser told the China Electronics News reporter that nitride is becoming a key material for power semiconductors, and it will be juxtaposed with silicon and silicon carbide. It will play in the next few years.More important functions, especially in mobile charging, data center power, residentialSolar invertersAnd electric vehicles and other applications.Yingfeeling currently has about 450 nitrogen nitrogen and more than 350 nitrogen -nitrogen. It is consolidating the leading position in the field of power system through acquisitions and other measures, improved the nitride roadmap, and accelerate the listing of related products.
　Typical B: Bosch's $ 1.5 billion acquisition of chip manufacturers TSI
The main purpose of Bosch's acquisition of TSI is to create silicon carbide chips for electric vehicles.According to the data of the municipal adjustment, Bosch's acquisition of TSIs exceeded the market size of silicon carbide power devices in 2022, showing Bosch's optimistic expectations for the demand for silicon carbide market.Bosch plans to injected more than $ 1.5 billion to TSI's Roseville Factory to transform TSI's semiconductor manufacturing facilities into more advanced craftsmanship, and chips for 8 -inch carbonized silicon wafer will be offline in 2026.According to Bosch, compared to the silicon -based chip, the energy consumption of silicon carbide chip can be reduced by 50%. The electric vehicle that installs silicon carbide power device is increased by the average increase of 6%.
In the cold years, steps are constantly, and semiconductor is still an active industry in the world!