There was another nice spike last night at $AMBA (+16,32%) . The technology leader in the low-power and vision AI sectors is reportedly in ongoing talks with $NXPI (-7,11%) . For NXP, it would be a major coup, as this is precisely the missing piece of the puzzle in their segments—one they cannot develop quickly enough on their own. The question is also whether this might stir up trouble, and whether companies like $QCOM (-2,98%)
$NVDA (+2,15%) or $6758 (+3,11%) will jump into the bidding war. Personally, I’d prefer it if $AMBA (+16,32%) remained independent. The company isn’t under any real pressure to sell, though they’re surely aware of their negotiating position. Is anyone else invested here, or at least planning to be?
