z****n 发帖数: 5870 | |
e****y 发帖数: 27 | 2 TI/ADI/NS/Maxim/.. 这个空间实在是有些拥挤,consolidation是时间的问题。应该不
会只是到此为止。 |
w7 发帖数: 76 | 3 Looks like there'll come up lay-off either in TI or National if there's
overlap of product lines. TI will become an analog monster! Don't think that
's good news. |
g******u 发帖数: 3060 | 4 There must be some huge layoff.
In power management area, it's clear that some TI chips out perform National
's and some are worse, so there will be a lot obsolete parts.
TI only paid 6.5 billion, which is an awesome deal. Even paypal got sold way
more than that as a website. |
w7 发帖数: 76 | 5 The good day of Semi has been long gone. Sigh!
National
way
【在 g******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : There must be some huge layoff. : In power management area, it's clear that some TI chips out perform National : 's and some are worse, so there will be a lot obsolete parts. : TI only paid 6.5 billion, which is an awesome deal. Even paypal got sold way : more than that as a website.
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p*********w 发帖数: 23432 | |
k******0 发帖数: 8 | 7 National Semiconductor was not looking to sell itself, but Texas Instruments
' unsolicited offer was too generous to turn down, National's CEO, Don
Macleod, told investors. |
m*****t 发帖数: 3477 | |
c*t 发帖数: 452 | |
w***n 发帖数: 1162 | 10 bad news for all TIer and NSMer |
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p*********w 发帖数: 23432 | 11 nsm 暴涨股票
【在 w***n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : bad news for all TIer and NSMer
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g*****g 发帖数: 3623 | 12 去年natioanal就把dallas office给关了
我们曾用过natianal一款syn buck的chip,某种情况下总是烧。最后换了久经考验的
uc3842,问题解决。从此我们都不用national的power managment IC。。。 |
j******g 发帖数: 1098 | 13 paypal算半个金融公司,当然值钱啊
There must be some huge layoff.In power management area, it's clear that
some TI chips o........
★ Sent from iPhone App: iReader Mitbbs 6.81 - iPhone Lite
【在 g******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : There must be some huge layoff. : In power management area, it's clear that some TI chips out perform National : 's and some are worse, so there will be a lot obsolete parts. : TI only paid 6.5 billion, which is an awesome deal. Even paypal got sold way : more than that as a website.
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s**g 发帖数: 66 | 14 It would be interesting to see how this plays out.
TI would trim fat in overlap product lines (e.g. power management, signal
conditioning) and operating branches, consolidate fab (note TI has been
buying out fabs at huge discount in the past few years).
Moreover, a less crowded supplier chain may be able to demand higher sales
price.
For short term, it's definitely good news for semi: encouraging M&A
activities; help pricing power.
Not clear the long term effect. |
P**********c 发帖数: 3417 | 15 For short terms, it is bad for engineers because this is a highly
overlapping merge. People will be laid off and operations will be
streamlined meaning less engineers will be needed. It is good for the
corporations but bad for the people in them. For the long term, there is
actually a chance that margin might go up and as the company earns more
money, hiring might come back.
【在 s**g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : It would be interesting to see how this plays out. : TI would trim fat in overlap product lines (e.g. power management, signal : conditioning) and operating branches, consolidate fab (note TI has been : buying out fabs at huge discount in the past few years). : Moreover, a less crowded supplier chain may be able to demand higher sales : price. : For short term, it's definitely good news for semi: encouraging M&A : activities; help pricing power. : Not clear the long term effect.
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j******e 发帖数: 526 | |
f******d 发帖数: 6361 | 17 TI has very few EE openings this year, does it have anything to do with this
acquisition? |
h****x 发帖数: 1450 | 18 这个价格街上的意见是给多了,不是特好的deal,不过Rich是做sales出身,应该算的
比我们清楚。
另外有人谣传是TI也想借次涉足太阳能,LED的power management。谣传,不只真假。
不过TI现在倒是真的没有这方面的东西。
National
way
【在 g******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : There must be some huge layoff. : In power management area, it's clear that some TI chips out perform National : 's and some are worse, so there will be a lot obsolete parts. : TI only paid 6.5 billion, which is an awesome deal. Even paypal got sold way : more than that as a website.
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m*****t 发帖数: 3477 | 19 这个价钱确实不便宜,4倍于NSC的rvnu了。
但是TI去年宣布300mm analog fab的时候,就肯定打算好,要收购analog vendor来提
高其utilization rate了。虽然TI暂时宣布保留NSC的fab,但是这主要是稳住NSC现存的客户,长期肯定要transfer product to the new fab。
现在明显受益的是NSC的share holder。明显受害的NSC和TI部分中层管理层人员。其他
analog vendor无疑会感受到压力。
其他都还是未知之数。
【在 h****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个价格街上的意见是给多了,不是特好的deal,不过Rich是做sales出身,应该算的 : 比我们清楚。 : 另外有人谣传是TI也想借次涉足太阳能,LED的power management。谣传,不只真假。 : 不过TI现在倒是真的没有这方面的东西。 : : National : way
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g******u 发帖数: 3060 | 20 TI's good old power management chips from Unitrode work and sell very good,
but as to newer market such as LED, their stuff sucks.
【在 h****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个价格街上的意见是给多了,不是特好的deal,不过Rich是做sales出身,应该算的 : 比我们清楚。 : 另外有人谣传是TI也想借次涉足太阳能,LED的power management。谣传,不只真假。 : 不过TI现在倒是真的没有这方面的东西。 : : National : way
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g*****g 发帖数: 3623 | 21 会不会layoff engineer??
in other words. no PERM for a while??? |
h****x 发帖数: 1450 | 22 这个300mm analog fab也是个谜,要说ananlog的产品这么多样化,一个lot有时都会几
个customer product,那他这个300mm的想要主要生产high volume analog的话应该不
是那么容易的,万一high volume的吃不饱,用300mm生产一般的analog,很难看好啊。
而且TI去年刚买了成都和日本的三个fab,这个capacity怎么都不可能短期内fill的,
古怪啊。
存的客户,长期肯定要transfer product to the new fab。
【在 m*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个价钱确实不便宜,4倍于NSC的rvnu了。 : 但是TI去年宣布300mm analog fab的时候,就肯定打算好,要收购analog vendor来提 : 高其utilization rate了。虽然TI暂时宣布保留NSC的fab,但是这主要是稳住NSC现存的客户,长期肯定要transfer product to the new fab。 : 现在明显受益的是NSC的share holder。明显受害的NSC和TI部分中层管理层人员。其他 : analog vendor无疑会感受到压力。 : 其他都还是未知之数。
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m*****t 发帖数: 3477 | 23 这个fab肯定主要是TI的catalog产品线。现在已经开始招人了。他们应该会陆续关掉一
些老的fab,把production 移过去。
【在 h****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个300mm analog fab也是个谜,要说ananlog的产品这么多样化,一个lot有时都会几 : 个customer product,那他这个300mm的想要主要生产high volume analog的话应该不 : 是那么容易的,万一high volume的吃不饱,用300mm生产一般的analog,很难看好啊。 : 而且TI去年刚买了成都和日本的三个fab,这个capacity怎么都不可能短期内fill的, : 古怪啊。 : : 存的客户,长期肯定要transfer product to the new fab。
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h****x 发帖数: 1450 | 24 估计在德州老fab会陆续再关掉一些吧,否则这个capacity现在看来几年内是肯定填不
满的。
【在 m*****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个fab肯定主要是TI的catalog产品线。现在已经开始招人了。他们应该会陆续关掉一 : 些老的fab,把production 移过去。
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E*****a 发帖数: 757 | 25 看来,不是TI就一定做得对。
这几个事情放在一起看,要么TI下了一盘大棋,要么就是TI抽风了
one of the two, no others
【在 h****x 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这个300mm analog fab也是个谜,要说ananlog的产品这么多样化,一个lot有时都会几 : 个customer product,那他这个300mm的想要主要生产high volume analog的话应该不 : 是那么容易的,万一high volume的吃不饱,用300mm生产一般的analog,很难看好啊。 : 而且TI去年刚买了成都和日本的三个fab,这个capacity怎么都不可能短期内fill的, : 古怪啊。 : : 存的客户,长期肯定要transfer product to the new fab。
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g****t 发帖数: 31659 | 26 可能是对经济远景看好.类似他家经济危机期间的反向投资.
看来,不是TI就一定做得对。
这几个事情放在一起看,要么TI下了一盘大棋,要么就是TI抽风了
one of the two, no others
【在 E*****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 看来,不是TI就一定做得对。 : 这几个事情放在一起看,要么TI下了一盘大棋,要么就是TI抽风了 : one of the two, no others
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g******u 发帖数: 3060 | 27 我觉得挺值,不管analog还是digital,National都是有些自己的好东西的,analog更甚.
就算有点小贵,也是过这村就没那店的买卖.这个规模的谁肯卖阿.
【在 E*****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 看来,不是TI就一定做得对。 : 这几个事情放在一起看,要么TI下了一盘大棋,要么就是TI抽风了 : one of the two, no others
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E*****a 发帖数: 757 | 28 除非TI有morgan stanley那么牛x, I doubt it
就morgan stanley之类也无法对经济前景作出准确判断。
反正,个人就把自己的腰包看好好了。
【在 g****t 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 可能是对经济远景看好.类似他家经济危机期间的反向投资. : : 看来,不是TI就一定做得对。 : 这几个事情放在一起看,要么TI下了一盘大棋,要么就是TI抽风了 : one of the two, no others
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E*****a 发帖数: 757 | 29 不是小贵,是很贵。你看NSC的老大怎么说:没有想卖,但是TI给的价钱实在是太
诱人了
National肯定是有些好东西的,主要是值多少钱的问题吧。cash flow按目前水平
要很多年才能收回投资,那就是贵了。当然,TI就是TI,人家就牛在,未必要按
普通人的思路走。要不然,人家是业界老大呢
【在 g******u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 我觉得挺值,不管analog还是digital,National都是有些自己的好东西的,analog更甚. : 就算有点小贵,也是过这村就没那店的买卖.这个规模的谁肯卖阿.
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s**g 发帖数: 66 | 30 TI paid a huge premium (78%) and the purchase was in CASH.
Since National revenue 1.4B and TI paid 6.5B, the valuation is not
unreasonably high. But National revenue has been declining for the past 10
years. And there are much better options than National, e.g. Intersil (whose
share price rises more than 15% after TI's news). |
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g****t 发帖数: 31659 | 31 morgan stanley搞石油期货的专家,
说的东西很大可能还不如石油工人准.
除非TI有morgan stanley那么牛x, I doubt it
就morgan stanley之类也无法对经济前景作出准确判断。
反正,个人就把自己的腰包看好好了。
【在 E*****a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 除非TI有morgan stanley那么牛x, I doubt it : 就morgan stanley之类也无法对经济前景作出准确判断。 : 反正,个人就把自己的腰包看好好了。
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d**g 发帖数: 1031 | 32 你们不知道现在缺货到啥程度,自从日本地震?
啥垃圾芯片有货就有人要.
工厂100%开工也没赶上客户要求. |