Tuya's $200m deal to boost AI for the IoT has been a notable story for the month, highlighting the importance of China and its e-commercie giant, Alibaba. This will be a running story for a good while as the AliOS operating system becomes a more dominant part of the IoT landscape. But it is ST's deal buying an embedded graphics company, Draupner, that is the top story.
Broadcom's deal with CA marks a key trend to vertical integration, which is reinforced just today with ARM's deal to buy Treasure Data, another enterprise software developer. Honeywell spinning out its smart home business has also seen a lot of interest.