据了解，汉磊及嘉晶分别为上下游整合关系，其中，汉磊主要进攻功率半导体晶圆代工，并具备碳化 硅、氮化镓（GaN）等第三类半导体生产能力，嘉晶则负责晶圆制造关键材料"磊晶"，两家厂商可具备 分进合击能力，先前就联手抢下过欧洲IDM大厂订单，嘉晶更单独吃下日本IDM大厂的磊晶订单，在这 波分食Wolfspeed订单商机当中，两大厂具备相当竞争能力。 不仅如此，汉磊近期还联手世界先进进军8吋碳化硅半导体晶圆制造，由于当前世界先进已是汉磊单一 最大股东，世界先进在第三类半导体制造技术上，可快速汲取汉磊提供的经验及技术，让世界先进快速 在第三类半导体市场站稳脚步。 除此之外，朋程旗下功率半导体晶圆代工厂茂矽今年将完成碳化硅产线建置，由于Wolfspeed当前具备 的碳化硅功率模组订单可能同步移转，届时朋程将有机会联手茂矽共同在第三类半导体市场抢下大笔日 系或欧系客户订单。 虽然外界质疑台湾供应链如何能在大陆大量第三类半导体厂及欧美大厂夹击下生存，但法人认为，台湾 功率半导体功率元件厂分别具备晶圆代工及掌握特定客户等优势，且当前大陆地区输往美国关税仍比台 湾及其他地区较高，这将成为台湾第三类半导体厂在这波Wolfspeed ...

Group 1 - The core point of the news is that ASE Technology Holding Co., Ltd. (日月光投控) plans to acquire shares of Yuanlong Electronics (元隆电子) at NT$9 per share, with a total acquisition amount reaching NT$136 million, representing a premium of approximately 3.09% based on the closing price of NT$8.73 [1][2] - The acquisition period is set from May 15 to June 24, with the aim of restructuring Yuanlong's operations and promoting business transformation, while also protecting shareholder interests [2] - Following the acquisition, ASE Technology is expected to hold 68.18% of Yuanlong's shares, which may lead Yuanlong towards privatization to better prepare for future opportunities in the AI sector [2][3] Group 2 - Yuanlong's first-quarter financial report shows a consolidated revenue of NT$268 million, a quarter-on-quarter increase of 14.2% and a year-on-year increase of 24.6%, but it still reported a net loss of NT$128 million, marking the highest quarterly loss in nearly four years [2] - The company has faced continuous losses for nine consecutive quarters, with a net loss per share of NT$1.06 and a negative net asset value of NT$-0.42 per share as of the end of the first quarter [2] - The 6-inch power semiconductor wafer foundry market is under pressure due to intense competition from Chinese manufacturers, leading to high operational costs for Yuanlong and poor profitability [3]