Amphenol Is Cooking Right Now, but Is It An AI Data Center Bubble Stock?

Merger and acquisition activity in the semiconductor and electronics supply chain was a highlight of 2025. Synopsys (SNPS) got its mega-takeover of ANSYS across the finish line. Apple (AAPL) suppliers Skyworks Solutions (SWKS) and Qorvo (QRVO) announced their intent to merge. Softbank (SFTBY) purchased chip design startup Ampere Computing, including the stake in Ampere owned […]