Semiconductor and AI Infrastructure M&A Wave

NXP Semiconductors in talks to acquire Ambarella (edge AI) — AMBA +17%, NXPI -3%. Tech M&A weekly roundup includes Qualcomm-Modular (AI infra), Microchip-Hailo (AI edge), Cyera-Oasis (cybersecurity), and ICE-MarketAxess (fintech). Consolidation trend across semis, AI stack, and cybersecurity accelerates.