Core Viewpoint - Allegro MicroSystems has announced the withdrawal of Onsemi's unsolicited acquisition proposal, emphasizing the Board's commitment to acting in the best interests of its stockholders and the inadequacy of Onsemi's offers [1][2][3]. Company Positioning - The Board of Allegro has engaged with Onsemi and its advisors, providing a constructive path for a potentially improved offer, which Onsemi ultimately declined to pursue [3]. - Allegro is confident in its unique positioning to capitalize on mega-trends in electrification and autonomy through its differentiated sensing and power technologies [4]. Strategic Focus - The company aims to continue innovation to enhance competitive advantages while closely partnering with customers in sectors such as e-Mobility, clean energy, data centers, robotics, and automation [4]. - Allegro is committed to unlocking additional stockholder value through its strategic initiatives and market leadership [4]. Advisory Support - PJT Partners is serving as the financial advisor, while Davis Polk & Wardwell LLP is the legal advisor to Allegro [5].

Core Insights - Allegro MicroSystems has launched its new XtremeSense™ TMR current sensors, the CT4022 and CT4032, which are designed for high-voltage, power-dense clean energy applications [1][2] Product Features - The CT4022 and CT4032 sensors achieve a 2x reduction in root mean square (RMS) noise compared to previous TMR solutions and a 4x reduction compared to Hall-based integrated conductor solutions, enhancing power conversion efficiency [2] - These sensors are tailored for clean energy systems, maximizing power conversion efficiency, and feature integrated galvanic isolation for current sensing in applications up to 1000V [2][7] - The CT4022 is available in an 8-pin SOIC package, while the CT4032 comes in a 16-pin widebody SOIC package [3] Industry Impact - Allegro's commitment to quality and innovation positions it as a leader in automotive-grade technology, enhancing efficiency and sustainability across automotive, clean energy, and industrial automation sectors [6]

3 月初，Onsemi 有意收购 Allegro 的消息传出后，Allegro 股价一度上涨 22%。Allegro 的最大股 东是日本三垦电气公司，持股比例约为 32%。Allegro 的市值约为 45 亿美元，而 Onsemi 的市值约 为 170 亿美元。 Allegro 开发先进的半导体，自称是运动控制和节能系统电源和传感解决方案领域的领导者。其产品 用于汽车发动机和安全系统以及数据中心和工厂。 Onsemi 还开发用于汽车、工业和云计算领域的电源和传感技术。自从 Onsemi 竞购的消息传出后， 研究分析师就纷纷撰文称，这笔交易具有战略意义。 onsemi 提议以每股 35.10 美元现金收购 Allegro MicroSystems 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自彭博社 ，谢谢。 知情人士透露，安森美半导体公司 (ON Semiconductor Corp.)已聘请摩根士丹利 (Morgan Stanley) 为其收购Allegro Microsystems Inc.提供建议。 据因讨论机密信息而不愿透露姓名的知情人士透露，总部位于美国凤凰城的安森美公司（Onsemi） ...

Core Insights - Allegro MicroSystems has appointed Rick Madormo as Senior Vice President of Worldwide Sales, effective March 24, 2025, to lead global sales and drive revenue growth in automotive and industrial markets [1][2] - Rick Madormo brings over 25 years of semiconductor sales experience, previously serving as Senior Vice President of Global Sales and Marketing at Wolfspeed, where he achieved record-setting results [2] - Allegro MicroSystems focuses on leveraging its expertise in magnetic sensing and power ICs to enhance efficiency and sustainability in automotive, clean energy, and industrial automation sectors [3] Company Developments - The transition of Max Glover to an advisory role until his departure on May 16, 2025, marks a significant leadership change within Allegro [1] - The company emphasizes its commitment to quality and innovation in "automotive grade" technology, reinforcing its position as a leader in the semiconductor industry [3] Industry Context - Allegro's strategic focus aligns with the growing trends of electrification and automation, positioning the company to capitalize on these market opportunities [2] - The semiconductor industry is experiencing a transformation, with companies like Allegro at the forefront of developing solutions that meet the demands of modern energy-efficient systems [3]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 3月7日消息，据报道，传感器芯片制造商Allegro Microsystems拒绝了半导体巨头安森美69 亿美元现金（约合500亿人民币）的收购要约，理由称该要约"不够充分"(inadequate)，显然 本次安森美欲并购Allegro 的计划泡汤了。 公开收购要约并不常见，但这是一种并购策略，旨在向潜在目标施加股东压力。 安森美表示，昨日（周三）对Allegro的收购要约每股35.10美元，高于2024年9月提出的 34.50 美元。此前报道称，安森美近几个月一直在与顾问合作收购Allegro。 几个月前，Allegro拒绝了安森美每股34.50美元的报价。Allegro现在证实，其董事会在今年2 月份收到该提案，并在审查后决定拒绝该提案。Allegro董事会初步认为安森美每股35.1美元 的报价"不充分"，并拒绝进一步评论。Allegro最新收盘26.78美元/股。 作为磁传感器和电源IC领域的领导者，Allegro在汽车电动化、清洁能源及工业自动化中的核 心地位，特别在霍尔效应传感器市占率领先 ...

Core Viewpoint - Allegro received an unsolicited acquisition proposal from onsemi for $35.10 per share in cash, which the Allegro Board deemed inadequate after review [1]. Company Summary - Allegro Microsystems, Inc. has over three decades of expertise in magnetic sensing and power integrated circuits, focusing on automotive, clean energy, and industrial automation sectors [3]. - The company emphasizes enhancing efficiency, performance, and sustainability through its solutions, reinforcing its status as a pioneer in "automotive-grade" technology [3].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自彭博社，谢谢。 据知情人士透露，Allegro Microsystems Inc. 正吸引其更大竞争对手安森美半导体公司的收购兴 趣。 知情人士表示，总部位于菲尼克斯的安森美半导体公司近几个月来一直在与顾问合作，寻求收购 Allegro。由于此事属于隐私，知情人士要求匿名。 Allegro 开发先进的半导体，自称是运动控制和节能系统电源和传感解决方案领域的领导者。其产品 用于汽车发动机和安全系统，以及数据中心和工厂。On Semi还开发用于汽车、工业和云计算领域的 电源和传感技术。 分析师警告称，随着唐纳德·特朗普政府执政导致美国电动汽车市场放缓，汽车芯片制造商可能面临 销售压力。 Allegro 在 2025 年飙升 Allegro Microsystems, Inc. (纳斯达克股票代码：ALGM) 生产传感器集成电路 (IC) 和模拟电源 IC。 自 1 月份宣布 3.75 亿美元的债务再融资计划以来，该公司股价在 2025 年迄今一直大幅上涨。该计 划以 2030 年到期的第一留置权期限贷款取代现有贷款，并延长旧债的到期期限。 他们补充说，Al ...

Core Viewpoint - Allegro MicroSystems has appointed Mike Doogue as the new President and CEO, succeeding Vineet Nargolwala, marking a significant leadership transition aimed at enhancing the company's growth in the automotive and industrial markets [1][3]. Company Leadership - Mike Doogue has been with Allegro for 27 years, progressing through various leadership roles, including Executive Vice President and Chief Technology Officer, and holds 75 U.S. patents related to semiconductors [2][3]. - The leadership transition is part of a long-term succession planning process by the Board, reflecting confidence in Doogue's ability to drive the company forward [3]. Strategic Focus - Under Doogue's leadership, Allegro aims to extend its technology leadership and capitalize on growth opportunities in the automotive and industrial sectors [3]. - The company emphasizes its commitment to "innovation with purpose," focusing on enhancing customer value and financial performance [3]. Company Background - Allegro MicroSystems specializes in power and sensing semiconductor solutions, leveraging over 30 years of expertise in magnetic sensing and power integrated circuits to drive advancements in automotive, clean energy, and industrial automation [4].

Core Insights - Allegro MicroSystems, Inc. is a global leader in power and sensing semiconductor solutions, focusing on motion control and energy-efficient systems [1][3] - The company will present at Morgan Stanley's Technology, Media & Telecom Conference on March 4, 2025, with CFO Derek D'Antilio participating in a fireside chat [1] - A live and archived webcast of the fireside chat will be available on the company's Investor Relations page [2] Company Overview - Allegro MicroSystems has over three decades of expertise in magnetic sensing and power integrated circuits (ICs), driving advancements in automotive, clean energy, and industrial automation [3] - The company emphasizes quality and innovation, reinforcing its status as a pioneer in "automotive grade" technology [3] - Allegro aims to enhance efficiency, performance, and sustainability across various industries [3]

Core Viewpoint - Allegro MicroSystems, Inc. will present at Morgan Stanley's Technology, Media & Telecom Conference on March 4, 2025, highlighting its leadership in power and sensing semiconductor solutions for motion control and energy-efficient systems [1]. Company Overview - Allegro MicroSystems has over three decades of expertise in magnetic sensing and power integrated circuits (ICs), focusing on automotive, clean energy, and industrial automation sectors [3]. - The company emphasizes enhancing efficiency, performance, and sustainability through its solutions, reinforcing its status as a pioneer in "automotive grade" technology [3]. - Allegro's commitment to quality is aimed at driving transformation across various industries and supporting customer success [3].