传Skyworks有意收购Qorvo
半导体芯闻·2025-10-28 10:34

Core Viewpoint - Skyworks Solutions is in talks to acquire competitor Qorvo, which supplies RF chips to Apple and other smartphone manufacturers [1][3]. Group 1: Company Overview - Skyworks Solutions has a market capitalization of $11.26 billion and employs over 10,000 people as of 2024 [2]. - Qorvo's market capitalization is $8.54 billion, with its stock closing at $92.13 on Nasdaq [1][2]. Group 2: Market Dynamics - Skyworks predicts that its revenue and profit for the fourth quarter will exceed Wall Street expectations due to stable demand for its analog chips [3]. - Qorvo has appointed industry veterans Richard Clemmer and Christopher Koopmans as independent directors amid pressure from activist investor Starboard Value, which has increased its stake in Qorvo to approximately 8.9% [3].