Core Viewpoint - The restructuring of the domestic semiconductor industry is progressing steadily, with Northern Huachuang gaining control over Chip Source Micro [2][3]. Group 1: Company Control and Shareholding - Northern Huachuang has become the largest shareholder of Chip Source Micro, holding 35.96 million shares, which accounts for approximately 17.87% of the total share capital [3]. - The board of directors of Chip Source Micro now includes four non-independent directors and one independent director nominated by Northern Huachuang, giving it a majority in both categories [3]. Group 2: Product and Market Synergy - Northern Huachuang's main products include etching, thin film deposition, furnace tubes, cleaning, rapid annealing, and crystal growth equipment, while Chip Source Micro specializes in coating and developing equipment [3]. - The acquisition allows both companies to leverage their complementary product offerings, enhancing their ability to provide comprehensive and efficient integrated circuit equipment solutions [3]. Group 3: Financial Overview - As of June 24, Northern Huachuang's stock price was 435.82 CNY per share, with a market capitalization of 232.8 billion CNY, while Chip Source Micro's stock price was 107.15 CNY per share, with a market capitalization of 21.6 billion CNY [4].
芯片巨头官宣:控股!
中国基金报·2025-06-24 16:15