DDR4/LPDDR4/LPDDR5等DRAM芯片
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帝科股份拟3亿元收购江苏晶凯62.5%股权 深化存储芯片全产业链布局
Ju Chao Zi Xun· 2025-10-14 13:15
Core Viewpoint - The acquisition of a 62.5% stake in Jiangsu Jingkai Semiconductor Technology Co., Ltd. for 300 million yuan marks a significant step for Dike Co., Ltd. in strengthening its storage chip industry chain layout, positioning it to capitalize on the growing AI computing power era [1][4]. Group 1: Acquisition Details - Dike Co., Ltd. plans to acquire 62.5% of Jiangsu Jingkai for 300 million yuan, making it a controlling subsidiary [1]. - The sellers of the stake include Shenzhen Jingkai Electronic Technology Co., Ltd., Zhang Yaqun, and Shenzhen Huihe Investment Partnership [1]. - The acquisition will allow Dike Co., Ltd. to integrate Jiangsu Jingkai into its consolidated financial statements [1]. Group 2: Strategic Importance - The acquisition aims to extend the industry chain upstream, enhancing Dike Co., Ltd.'s capabilities in cost control, quality management, and rapid customer response [2]. - Jiangsu Jingkai specializes in storage chip packaging and testing services, which are crucial for Dike Co., Ltd.'s existing storage business [2]. Group 3: Technological Advantages - Jiangsu Jingkai is one of the few companies in China providing a full range of services for storage chip packaging and testing, showcasing significant technical advantages [3]. - The company utilizes customized testing equipment for wafer sorting and testing, improving efficiency and yield rates for subsequent packaging [3]. - Jiangsu Jingkai has mastered several leading packaging technologies and offers advanced services tailored to AI computing needs [3]. Group 4: Synergy and Market Outlook - The synergy between Jiangsu Jingkai's testing capabilities and Dike Co., Ltd.'s design and sales operations will enhance the overall competitiveness of the storage chip sector [4]. - The acquisition is expected to have no adverse impact on Dike Co., Ltd.'s normal operations or cash flow, aligning with the interests of the company and its shareholders [4]. - The global DRAM market is projected to grow from $155.1 billion in 2024 to $413.9 billion by 2029, indicating a promising outlook for Dike Co., Ltd.'s strategic positioning in the market [4].