Rolland, Hammond on the Marvell-Cavium Deal

The video discusses the ongoing consolidation in the semiconductor industry, highlighting the Broadcom-Qualcomm deal and Marvel's acquisition of Cavium. It explains how these mergers are reshaping the market, with Marvel transitioning from a low-growth to a high-growth company. The discussion also touches on market dynamics, potential future acquisitions, and the role of activist investors like Starboard in driving corporate changes.

What are the implications of the Broadcom Qualcomm deal on the semiconductor industry?

What challenges has Marvel faced prior to the acquisition?

How does the acquisition of Cavium by Marvel change its market position?

What does the phrase 'nothing is too big in this space' imply about the semiconductor market?

In what ways has the activist investor Starboard influenced Marvel's management?