帝科股份(300842.SZ)：拟收购江苏晶凯62.5%股权 巩固和夯实存储业务核心竞争力

Core Viewpoint - The company, 帝科股份, plans to acquire a 62.5% stake in 江苏晶凯半导体技术有限公司 for a cash payment of 300 million yuan, which will make 江苏晶凯 a subsidiary and enhance the company's position in the semiconductor industry [1][3]. Group 1: Acquisition Details - The acquisition involves a cash payment of 300 million yuan for a 62.5% stake in 江苏晶凯, with other shareholders waiving their preemptive rights [1]. - After the transaction, 江苏晶凯 will become a controlled subsidiary of the company, which will consolidate its financials [1]. Group 2: Business Focus of 江苏晶凯 - 江苏晶凯 specializes in storage chip packaging and testing services, as well as wafer sorting and testing services [2]. - The company employs advanced packaging technologies such as BGA, FCCSP&FCBGA, and has capabilities in DRAM multi-layer stacking and ultra-thin die packaging [2]. - With the rise of AI computing, 江苏晶凯 offers customized integration services and advanced packaging solutions, enhancing its role in the semiconductor supply chain [2]. Group 3: Strategic Implications - The acquisition will strengthen the company's supply chain in the DRAM storage chip sector, covering design, wafer testing, and packaging [3]. - This integration is expected to improve cost control and quality management in the storage business, thereby enhancing long-term profitability [3].