中微公司尹志尧:五年内成为设备集团平台公司,购买杭州众硅控股权是起点

Core Viewpoint - The company, Zhongwei Company (688012.SH), is planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., Ltd. through a share issuance and raise supporting funds, marking a significant step towards becoming a platform company in the semiconductor equipment sector within five years [2]. Group 1: Acquisition Strategy - The acquisition aims to create significant strategic synergies between Zhongwei Company and Hangzhou Zhonggui, representing a critical step towards the company's goal of becoming a "group" and "platform" entity [2]. - This move aligns with the company's strategy of combining organic growth with external mergers and acquisitions to continuously expand its coverage in the integrated circuit sector [2]. Group 2: Industry Implications - The entry of Zhongwei Company into a new equipment field is seen as a landmark event, indicating that leading companies in the integrated circuit equipment sector are beginning to plan for industry chain integration [2]. - The transaction is part of the company's strategic initiative to build a world-class semiconductor equipment platform and enhance the completeness of its core technology portfolio, aiming to provide customers with more competitive integrated process solutions [2]. Group 3: Business Focus - Hangzhou Zhonggui specializes in the research, production, and sales of high-end Chemical Mechanical Polishing (CMP) equipment, offering comprehensive solutions for CMP equipment to its clients, with a primary focus on 12-inch CMP equipment [2].