Update on Credence/LTX Merger
Just wanted to point to Sramana Mitra’s take on the merger. One of the last paragraphs in the article brought up an interesting point:
Consolidation is a necessity for the ATE industry just as much as the EDA industry. In fact, a whole new layer of consolidation that bridges the design side and the test side is in order.
[the bolding above is mine]
Then she mentions “inserting ‘testers’ into the chip” (hello! DFT!), and the inevitable declining demand for high end testers, which reminds me of another recent ATE deal that I meant to bring up: Verigy acquires Inovys. Now that’s fairly old news, but it ties in, because you can see that even the biggest of ‘big iron’ tester companies are investing in the DFT tester space.
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