Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
Silicon Motion: A Company That's Going to Merge to Close
02:28 • 3min
The Spread of Silicon Ocean's Semiconductors
05:16 • 3min
The Trifecta of Silicon Motion
07:48 • 4min
The Market's Role in Merger Arbitrage
11:20 • 3min
The Merger Arbitrage Angle
14:17 • 1min
The Fundamental Angle of Silicon Motion
15:21 • 2min
The Risk of Outsourcing Merchant Controllers to Third Parties
17:29 • 4min
The Bifurist Build of Intel and Dell
21:29 • 1min
The Rise and Fall of Flash Makers
22:38 • 3min
Kingston Exites Stage Left
25:59 • 3min
Fizen's Role in the OEN Market
29:07 • 2min
Silicon Motion's Share of the Outsourced Controller Market
31:19 • 2min
Micron's Growth in the Flash Drive Market
32:54 • 2min
The Impact of Flash Memory on the Business
35:20 • 5min
The Merger Is a Long-Term Growth Story
39:56 • 2min
The Impact of COVID on the Semiconductor Industry
42:03 • 3min
How to Look at the Value of the MXL Deal
45:09 • 5min
Why Did MXL Buy Silicon Motion?
50:06 • 2min
MXL Stock Drops 20% the Day They Announced This Deal
52:03 • 5min
The Risk of Taking 20% of the Business in House
56:43 • 3min
Max Linear's 570 Million and Pre Synergies Operating Income
59:14 • 2min
Samir Blocks the Merger
01:01:13 • 2min
How to Buy Back Shares in a Semiconductor Company
01:03:26 • 3min