With a surprising booming during the pandemic, semiconductor industry seems to be expecting another wave of mergers and acquisitions. Are all deals rational decisions or merely over-excited followers of Herd Effect? Hamza Mudassir, fellow at Cambridge University's Judge Business School, discusses some trends and characteristics of this wave of M&A in IC industry. Outside of academia, Mudassir is CEO of strategize.inc and Platypodes.io. He has 15 years of leadership experience in ecommerce, telecoms, media and entertainment.