Core Insights - The acquisition of Shibaura Electronics by Yageo has successfully crossed the 50.01% threshold, with Yageo now holding approximately 87% of Shibaura's shares, indicating a significant strategic move in the electronic components industry [1] - Yageo's acquisition aims to enhance its sensor business and integrate Shibaura's technology and market channels, which is expected to accelerate growth in the global market [2] - The acquisition is part of Yageo's systematic strategy to strengthen its position in the semiconductor supply chain, enhancing its ability to provide comprehensive solutions in the power component sector [2][3] Group 1 - Yageo's acquisition of Shibaura Electronics involved an investment of approximately 95 billion yen (around 19.6 billion NTD) at a price of 7,130 yen per share [1] - The public tender offer period has been extended until October 20, providing remaining shareholders with a final opportunity to consider the offer [1] - The acquisition is seen as a key step towards completing the purchase process and demonstrates Yageo's long-term commitment to the Japanese market [1] Group 2 - Shibaura Electronics, established in 1953, specializes in NTC thermistors and sensing components, generating annual revenues exceeding 320 billion yen [2] - The merger is expected to create synergies by combining resources from both companies, enhancing their competitive edge in the market [2] - Yageo's recent acquisitions, including those of Richtek and MPS, illustrate its strategy to build a vertically integrated ecosystem from passive to active components, targeting new designs in AI power applications [2][3] Group 3 - The integration of power ICs and Shibaura's protective components will streamline customer procurement processes and ensure optimal compatibility between different components [3] - With the inclusion of MPS, Yageo's portfolio now extends to various sensing components required for humanoid robots, tapping into a market where sensor components account for up to 34% of hardware costs [3] - This strategic expansion into AI, power, and electromechanical control applications is expected to enhance market growth potential for Yageo [3]