Insights

Amidst coronavirus-induced social distancing, insatiable demand for bandwidth is making networking and cloud infrastructure firms attractive acquisition targets.

Despite the pandemic, the cybersecurity market remains resilient, and defence contractor Raytheon has now agreed to sell Texas data protection specialist Forcepoint to private equity firm Francisco Partners.

TSMC, the world’s largest semiconductor firm, has reported excellent Q3 results with EPS at $12.41bn – $0.90 ahead of estimates. As a result, expectations for Q4 have also been raised with revenues expected to increase from a predicted $12.11bn to $12.4bn – $12.7bn.

In a world reliant on more data, faster – strategic datacenters and fibre assets are critical to technology growth.

Following the controversial Nvidia Arm acquisition, another deal with seismic implications for the semiconductor industry is looming on the horizon.

Seventeen years after receiving seed money from the CIA, mysterious data mining firm Palantir made its stock market debut in late September with a rare direct listing.