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半导体领域并购热潮持续
Zheng Quan Ri Bao Wang· 2025-12-03 13:39
Core Viewpoint - The semiconductor industry is experiencing a wave of mergers and acquisitions driven by policy support and industry demand, becoming a new norm for development in the sector [1]. Group 1: Mergers and Acquisitions - Ankai Microelectronics announced plans to acquire 85.79% of Sice Technology for 326 million yuan, focusing on low-power IoT chip design [1]. - The acquisition will enhance Ankai Micro's product offerings in various applications, including smart wearables and industrial instruments, while integrating Sice's core technologies [2]. - Tanshan announced two acquisitions: 51% of Better Life for 321 million yuan and 51% of Shanghai Tongtu for 357 million yuan, expanding its reach into consumer electronics and industrial control markets [3]. Group 2: Industry Trends - Mergers in the semiconductor sector are categorized into horizontal, vertical, and cross-industry types, with horizontal mergers focusing on complementary technologies [3]. - The competition in the semiconductor industry has shifted from single-point technology to ecosystem integration, necessitating mergers to address technological gaps and ensure supply chain control [3]. - The efficiency of technology transfer and team culture integration post-merger is critical, with companies encouraged to innovate talent incentive mechanisms and build cross-departmental collaboration systems [3].