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Multi-screen wars: MediaTek/Mstar vs. Qualcomm, Marvell, Nvidia
The larger significance of the merging of Taiwan’s “M Brothers” may have escaped the notice of some western observers.
EET ON THE QT
December 2010
Going Vertical in the Data Center
The trend to vertical integration got another proponent at the end of November when Infiniband chip maker Mellanox Technologies bought switch system and software developer Voltaire for $218 million. The deal instantly expands Mellanox’s nascent switch system business from about $14 million to more than $46 million.
That’s a good deal on two fronts. Switches have higher profit margins than the 10 percent net return Mellanox has seen on its chips and boards despite significant revenue growth. And Voltaire could help Mellanox gain traction in its four-year effort to expand into Ethernet.
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