Most acquisitions are “fear-based”, from Instagram (Facebook) to semiconductor M&A, its about leapfrogging, best case integrating and value creation, “worst case”; remove them from possible other competitors as a target.
Infineon focuses on power semiconductors today, but they state solar cells as future investment areas. CreayoNano has started filing patents for both solar cells and laser diodes, based on the nanowires and graphene. CrayoNano has several times stated the tech platform with their hypermaterial for other uses “beyond UV-C LED”.
GaN Systems is fabless and it is a almost pure patent and R&D investment.
Either way, high probability of CrayoNano will be bought within few years, if not this year.
The strange thing is that if CNANO is preparing for a soon to be stock listing, they have more or less turned on hiring freeze the last 6 months despite going into “sales/commercialization” - the company soon only has employees with deep tech education/background, the others are leaving each month. In my opinion that does not fit with a stock listing with the company being in accelerated “sales/commercialization” mode. Its a better fit being acquired by a company already being in the business providing their own sales force.
