300842,3亿元加码存储芯片
Shang Hai Zheng Quan Bao·2025-10-14 22:53

Group 1 - The core point of the article is that Dike Co., Ltd. plans to acquire 62.5% of Jiangsu Jingkai Semiconductor Technology Co., Ltd. for 300 million yuan, which will make Jiangsu Jingkai a subsidiary and enhance Dike's overall performance through optimization and integration of resources [2][4][6] - This acquisition is a strategic move to extend Dike's presence in the storage chip industry chain amid the AI computing era, leveraging Jiangsu Jingkai's advanced packaging and testing services [4][9] - Jiangsu Jingkai specializes in storage chip packaging and testing services, including advanced technologies such as DRAM multi-layer stacking and automated testing capabilities, which will enhance Dike's storage chip business efficiency and quality control [4][6][9] Group 2 - The valuation of Jiangsu Jingkai is set at 480 million yuan, with performance commitments established for the years 2025 to 2028, ensuring minimum net profits of 1 million, 35 million, 48 million, and 61 million yuan respectively [5][6] - Dike's acquisition is expected to create significant synergies with its existing storage chip business, as Jiangsu Jingkai serves as an upstream supplier, thus completing the industry chain from design to testing and packaging [9][8] - The transaction is seen as a strategic positioning in the domestic storage industry, responding to the growing demand for storage chips in AI servers, smart terminals, and automotive electronics [9][8]