大联大架构调整,强调友尚、品佳未消失
半导体行业观察·2025-11-12 01:20

Group 1 - The core point of the article is that 大联大 announced a major organizational restructuring, where its subsidiary 诠鼎 will acquire 100% of the shares of two other subsidiaries, 友尚 and 品佳, through a share conversion method to enhance operational efficiency and global presence [2][3] - The restructuring aims to consolidate resources and create two main operational units, with 诠鼎 and 世平 becoming the new dual engines of the semiconductor distribution business [2][3] - The share conversion ratio is set at 1 share of 友尚 for 2.7947 shares of 诠鼎 and 1 share of 品佳 for 1.2222 shares of 诠鼎, with a base date of January 1, 2026 [3] Group 2 - Following the restructuring, 诠鼎's revenue is projected to reach approximately $11.48 billion, with shareholder equity around $930 million and an employee count of about 1,900 [3] - 大联大 reported its Q3 financial results, with revenue of NT$244.467 billion, a net profit of NT$5.35 billion, and a net income of NT$3.178 billion, marking significant year-on-year growth [3] - The strong financial performance is attributed to the rapid development of generative AI, which has increased demand for electronic components across various product categories [3]