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Marvell bids $6bn for Cavium, should hang onto the C-RAN platform

The semiconductor industry’s consolidation continues, with Marvell making a play for Cavium. Marvell has offered $6bn in cash and stock in the latest major M&A move in this sector – only a week after Broadcom made a play for Qualcomm. If both the acquisitions were to go ahead, Intel would face two far stronger challengers in the server, cloud infrastructure and telecoms hardware markets, since both predators would gain greatly enhanced platforms for these spaces. And the two developers of ARM-based processors for the telecoms space, particularly Cloud-RAN, would be snapped up, creating uncertainty as to whether the powerful platforms which are emerging from Qualcomm and Cavium would be as well supported by the new parents. So, as Intel tries…

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