During the National Day, Japan's nomura securities, make analysis, Texas instruments (TXN) may bring a surprise, will receive grace wisdom pu semiconductor (NXPI), which will put Qualcomm, Qualcomm pigeons.
It is almost inevitable, grace wisdom pu will be acquired, "nomura securities analyst Romit Shah in a research note on Tuesday. Jones was first reported last week, qualcomm is looking for acquisitions en pu of about $30 billion.
Like qualcomm, Texas instruments is one of the world's 10 biggest chip company. TI is analog chips and embedded processors. NXP communications, safety and high performance mixed signal processor, automotive and industrial applications, its share price to turn over five times before the 2012-2014, slowed in the past 16 months.
"Most investors expect qualcomm win process," Shah said. "Although we don't agree with, we have also seen a tool in Texas, as a dark horse, without careful thought, can be in a hurry for the victory."
Texas instruments is 5 years not yet on a large scale acquisitions, but finished 33 mergers and acquisitions in the past 20 years.
Acquisition of grace of pu will promote Texas instruments MCU market share, up from seventh first. Grace wisdom pu is auto micro controller unit and the leading supplier of industrial and automotive applications processors. In addition, grace wisdom pu will promote Texas instruments from the fourth to the second big non-memory semiconductor company income.
In addition, grace wisdom pu CEO Rick Clemmer and chairman Peter Bonfield is TI employees before.
"We believe that Clemmer Ti management team keep in close contact, and Bonfield also publicly expressed feelings for Texas instruments," Shah said.
NXP company's shares closed at 103.23, part of the rose, in today's stock market. On Thursday, the stock rose 17%, interest in qualcomm, and from then on rose another seven percent. Texas instruments fell Tuesday a small part of 69.59.
Big mergers and acquisitions often have a lot of challenges, many never successful. Worked for the huge trading instance, up to now, look no further than the new IBD 50 ranked the best performing stocks in the past 52 weeks. Broadcom, earlier this year to complete broadcom and Avago merger between, and, more importantly, broadcom is between the department leaders of IBD.
