半导体IP龙头强强联合 芯原股份拟收购芯来科技

Core Viewpoint - The acquisition of Chiplet Technology by Chip Origin will enhance its RISC-V CPU IP capabilities, improve business synergy, and strengthen its market competitiveness in AI ASIC design [1][4]. Group 1: Acquisition Details - Chip Origin plans to acquire 97.0070% of Chiplet Technology through a combination of share issuance and cash payment, with the share price set at 106.66 CNY per share, reflecting a significant premium over previous pricing [2][4]. - The funds raised will be used for transaction costs, intermediary fees, and to supplement working capital for both Chip Origin and Chiplet Technology [2]. Group 2: Company Background - Chip Origin is recognized as a leading AI ASIC company and has been involved in the RISC-V industry for over seven years, contributing to the establishment of the China RISC-V Industry Alliance [5][6]. - Chiplet Technology, founded in 2018, specializes in RISC-V IP design and has developed over 70 IP products, with a high gross margin exceeding 90% for its RISC-V IP licensing services [3][5]. Group 3: Market Potential - The global RISC-V market is projected to reach 92.7 billion USD by 2030, with a compound annual growth rate of 47.4%, indicating significant growth opportunities in various applications [7]. - The acquisition will allow Chip Origin to create a comprehensive heterogeneous computing IP platform, enhancing its competitive edge and expanding its business development space [7][8]. Group 4: Strategic Implications - The integration of Chiplet Technology's RISC-V IP will enable Chip Origin to offer more differentiated and competitive chip solutions for AI ASIC applications [8]. - The transaction is expected to accelerate the large-scale implementation of RISC-V technology in China, fostering the development of an open RISC-V hardware platform and software ecosystem [8].