来源：环球网 根据协议，科沃股东每股将获得32.50美元现金及0.960股思佳讯股票，交易总对价较科沃前一日收盘价 溢价14.3%。合并后公司总估值约220亿美元，思佳讯股东将持有约63%股份，科沃股东持有剩余37%。 思佳讯首席执行官菲尔·布雷斯（Phil Brace）将出任新公司CEO，科沃CEO鲍勃·布鲁格沃斯（Bob Bruggeworth）加入董事会。交易预计2027年初完成，需获监管及股东批准。 据悉，思佳讯与科沃均为苹果核心射频芯片供应商，但近年来面临苹果自研芯片的挑战。2025年iPhone 16e机型已部分采用苹果自研射频模块，导致两家公司订单承压。外媒认为，合并后，新公司将整合滤 波器、功率放大器等关键技术，提供更完整的系统级解决方案，增强与苹果的议价能力。（青山） 【环球网科技综合报道】10月29日消息，据路透社报道，美国芯片企业思佳讯解决方案（Skyworks Solutions）与射频解决方案提供商科沃（Qorvo）正式签署合并协议，以现金加股票交易形式打造一家 估值达220亿美元的射频芯片巨头。 ...

格隆汇10月29日｜美国射频芯片大厂思佳讯(Skyworks Solutions)和同业Qorvo宣布已达成合并协议。双 方已同意以现金加股票的方式进行交易，合并后的公司估值为220亿美元。该交易预计将于2027年上半 年完成。 ...

早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 OpenAI完成重组 当地时间10月28日，微软与OpenAI宣布签署新协议，微软宣布将支持OpenAI推进其营利部门OpenAI Group PBC（OpenAI集团公共利益公司）的 组建和资本重组。根据协议，股权方面，微软目前持有该营利部门的投资权益约为1350亿美元，按稀释后转换的股份比例约为27%。在不考虑 OpenAI最近几轮融资的情况下，微软在该营利实体中的持股比例为32.5%，仍旧是重要股东。同时，OpenAI宣布，非营利组织OpenAI基金会将继 续控制营利性组织OpenAI，目前OpenAI基金会股权估值约1300亿美元。后续，OpenAI将额外购买价值2500亿美元的微软Azure云服务，作为交 换，微软不再拥有为OpenAI提供计算服务的优先选择权。 英伟达斥资10亿美元入股诺基亚 （原标题：OpenAI完成重组；英伟达入股诺基亚丨新鲜早科技） 21世纪经济报道新质生产力研究院综合报道 英伟达宣布，将斥资10亿美元入股诺基亚，加速AI-RAN创新并引领从5G到6G的 ...

Core Viewpoint - Skyworks Solutions Inc. is experiencing a positive shift in investor sentiment, reflected in stock upgrades and improved earnings expectations, positioning the company for future growth in the semiconductor industry [2][3][5]. Company Overview - Skyworks Solutions Inc. specializes in analog semiconductors essential for wireless communication systems, maintaining a significant market position despite competition from firms like Broadcom and Qualcomm [1]. Stock Performance - On October 28, 2025, Citigroup upgraded Skyworks' stock from Sell to Neutral, with the stock priced at $80.26, indicating a shift in sentiment towards the company's prospects [2]. - The stock has seen a price increase of $4.42 or 5.83%, suggesting growing investor confidence [2]. - Skyworks has a Zacks Rank 2 (Buy), indicating positive expectations for its earnings and an upward trend in earnings forecasts [3]. Trading Activity - The stock's trading volume reached 11,092,432 shares, indicating significant market interest [4]. - The daily price range was between $80.17 and $90.90, showcasing volatility and potential for growth [4]. - Over the past year, the stock fluctuated between a high of $98.34 and a low of $47.93, highlighting its dynamic nature [4]. Market Capitalization - Skyworks' market capitalization is approximately $11.91 billion, underscoring its substantial presence in the semiconductor sector [5].

IT之家 10 月 29 日消息，当地时间周二，美国半导体公司思佳讯解决方案（Skyworks Solutions）宣布将 收购规模较小的同行科沃（Qorvo），双方将合并为一家估值达 220 亿美元（IT之家注：现汇率约合 1564.74 亿元人民币）的大型企业，为苹果公司及其他智能手机制造商供应射频（RF）芯片。 这笔以股票加现金的交易将缔造美国最大的射频芯片供应商之一。其目的是在苹果公司专注于自研芯片 的背景下，利用智能手机需求在疫情后低迷期过后的复苏势头。 根据协议条款，科沃股东每股将获得 32.50 美元现金及 0.960 股思佳讯股票。按周一收盘价计算，该交 易对科沃的总报价为每股 105.31 美元，较其前一日收盘价溢价 14.3%，整体估值约为 97.6 亿美元。 消息公布后，在盘前交易中，两家公司股价均上涨约 12%。 然而，苹果正逐步自主研发射频芯片—— 这一动向在今年早些时候发布的 iPhone 16e 机型中已初现端 倪，未来可能削弱其对外部供应商如思佳讯和科沃的依赖，从而对这两家公司的长期销售前景构成压 力。 此次两大美国智能手机射频芯片龙头企业的合并，也可能引发监管机构严格的反垄断 ...

Accessibility StatementSkip Navigation NEW YORK, Oct. 28, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating First Citizens Bancshares, Inc. (OTCMKTS: FIZN) related to its sale to Park National Corpor ...

Accessibility StatementSkip Navigation NEW YORK, Oct. 28, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Qorvo, Inc. (NASDAQ: QRVO) related to its merger with Skyworks Solutions, Inc. Under the ter ...

Accessibility StatementSkip Navigation NEW YORK, Oct. 28, 2025 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Skyworks Solutions, Inc. (NASDAQ: SWKS) related to its merger with Qorvo, Inc. Upon complet ...

Market Overview - The U.S. stock market is reaching record highs, with the S&P 500 up 0.4%, the Dow Jones Industrial Average up 265 points (0.6%), and the Nasdaq composite up 1% [1] - The bond market is experiencing modest movements as investors await key events, including the Federal Reserve's interest rate announcement and earnings reports from major companies [2] Company Performance - United Parcel Service (UPS) shares increased by 7.5% after reporting stronger-than-expected profit and revenue, along with a positive forecast for the holiday shipping season [3] - PayPal's stock rose 6.9% following a better-than-expected profit report and the announcement of a quarterly dividend for shareholders, as well as a new payment deal with OpenAI's ChatGPT [4] - Skyworks Solutions saw an 8.1% increase in stock price after announcing a merger with Qorvo in a cash-and-stock deal valued at $22 billion, with Skyworks shareholders set to own approximately 63% of the combined entity [4] - Royal Caribbean's stock fell 8.7% despite reporting stronger profits, as revenue fell short of expectations due to bad weather and the temporary closure of a destination [5] - D.R. Horton experienced a 3.3% decline in stock price after reporting weaker-than-expected profits, citing challenges for homebuyers and cautious consumer sentiment [6] - Amazon's stock rose 1.5% after announcing a reduction of about 14,000 corporate jobs (approximately 4% of its workforce) to increase spending on artificial intelligence while cutting costs [7] Economic Indicators - The Federal Reserve is expected to announce a third interest rate cut at its final meeting of the year, which is crucial for the stock market that has rallied on these expectations [8] - Fed officials have indicated a potential continuation of rate cuts into next year, although they may need to adjust if inflation rises significantly [9] - The yield on the 10-year Treasury eased to 3.98% from 4.01% [9] International Markets - International stock markets showed mixed results, with Japan's Nikkei 225 down 0.6% and South Korea's Kospi down 0.8% [10] Commodity Market - Gold prices have struggled after reaching nearly $4,400 per ounce last week, now dropping below $4,000 per ounce, with a year-to-date gain of approximately 50% [11]

Skyworks Solutions (SWKS) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual in ...