Скачать или смотреть Silicon Synergy: Texas Instruments Acquires Silicon Labs

Texas Instruments buys Silicon Labs for $7.5B

What happened
Texas Instruments ($TXN) agreed to acquire Silicon Laboratories ($SLAB) for about $7.5B in cash at $231/share (about a 69% premium). The goal is to expand its wireless connectivity footprint (industrial + consumer IoT). Deal is expected to close in 1H 2027 and targets about $450M in annual manufacturing + operating savings within 3 years after closing.

Winners
Deal arb and M&A beneficiaries
A big cash premium can pull up sentiment/valuations across adjacent wireless/IoT chip names and encourages “who’s next?” positioning.
Names: $SLAB (Silicon Labs), $TXN (Texas Instruments)

US semiconductor manufacturing and capex supply chain
TI is a major US-based manufacturer; integrating products and driving cost synergies typically means more internal capacity planning, tooling, test/packaging optimisation, and process/equipment demand over time.
Names: $AMAT (Applied Materials), $LRCX (Lam Research)

Chip design software / verification ecosystem
Combining portfolios and roadmaps usually increases design complexity (mixed signal + wireless stacks), which can boost demand for EDA, verification, and IP tools through integration cycles.
Names: $SNPS (Synopsys), $CDNS (Cadence)

Losers
Wireless connectivity competitors
A stronger “wireless + analog + embedded” bundle from TI can pressure standalone RF/connectivity vendors in sockets like industrial IoT, smart home, and connected devices.
Names: $QRVO (Qorvo), $SWKS (Skyworks)

Broad-line semiconductor rivals competing for the same design wins
Customers may consolidate suppliers if TI can offer more complete reference designs (power + analog + MCU + wireless), tightening competition in embedded/IoT platforms.
Names: $AVGO (Broadcom), $MCHP (Microchip Technology)

Regulatory / China-approval overhang for semi deals
Cross-border regulatory scrutiny can extend timelines and inject uncertainty; that can weigh on similarly China-exposed semi names when the market gets cautious about approvals.
Names: $TXN (Texas Instruments), $QCOM (Qualcomm)

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