Mphepo deta zikusonyeza kuti kuyambira chiyambi cha chaka chino, Chinamakampani a semiconductoradalengeza poyera kuphatikizika kwa 31 ndi kugula, komwe oposa theka adawululidwa pambuyo pa September 20. Pakati pa izi 31 zophatikizira ndi zogula, zipangizo za semiconductor ndi mafakitale a analogi chip zakhala malo otentha ophatikizana ndi kupeza. Deta ikuwonetsa kuti pali 14 kuphatikiza ndi kugula komwe kumakhudza mafakitale awiriwa, pafupifupi theka. Ndizofunikira kudziwa kuti makampani opanga ma analogi akugwira ntchito kwambiri, omwe ali ndi opeza 7 kuchokera pagawoli, kuphatikizamakampani odziwika monga KET, Huidiwei, Jingfeng Mingyuan, ndi Naxinwei.
Tengani chitsanzo cha Jingfeng Mingyuan. Kampaniyo idalengeza pa Okutobala 22 kuti ipeza ufulu wowongolera wa Sichuan Yi Chong kudzera pakuyika kwachinsinsi kwa magawo. Jingfeng Mingyuan ndi Sichuan Yi Chong onse amayang'ana kwambiri kafukufuku ndi chitukuko ndi kupanga tchipisi tamagetsi. Kupeza kumeneku kudzakulitsa mpikisano wamagulu onse awiri pankhani ya tchipisi tamagetsi, kwinaku akulemeretsa mizere yazogulitsa pama foni am'manja ndi magalimoto, ndikuzindikira ubwino wowonjezera wa makasitomala ndi maunyolo ogulitsa.
Kuphatikiza pa gawo la chip analogi, zochitika za M&A mu gawo lazinthu za semiconductor zakopa chidwi kwambiri. Chaka chino, makampani okwana 7 a semiconductor ayambitsa kugula, ndipo 3 mwa iwo ndi opanga ma silicon wafer okwera: Lianwei, TCL Zhonghuan, ndi YUYUAN Silicon Viwanda. Makampaniwa aphatikizanso malo awo amsika mugawo la silicon wafer kudzera pakugula komanso kupititsa patsogolo mtundu wazinthu komanso luso laukadaulo.
Kuphatikiza apo, pali makampani awiri a semiconductor omwe amapereka zida zopangira zida zopangira semiconductor: Zhongjuxin ndi Aisen Shares. Makampani awiriwa akulitsa kuchuluka kwa bizinesi yawo ndikukulitsa mpikisano wawo wamsika kudzera pakugula. Makampani ena awiri omwe amapereka zida zopangira ma semiconductor ayambitsanso kugula, onse akulunjika ku Huawei Electronics.
Kuphatikiza pa kuphatikiza ndi kugula m'makampani omwewo, makampani anayi amakampani opanga mankhwala, mankhwala, malonda, ndi zitsulo zamtengo wapatali agwiranso ntchito zogula katundu wa cross-industry semiconductor asset. Makampaniwa adalowa mumakampani a semiconductor kudzera pakugula kuti akwaniritse mabizinesi osiyanasiyana komanso kukweza mafakitale. Mwachitsanzo, Shuangcheng Pharmaceutical adapeza 100% ya chiwongoladzanja cha Aola Shares kudzera mu gawo loperekedwa ndikulowa m'munda wa zida za semiconductor; Biochemical adapeza 46.6667% ya equity ya Xinhuilian kudzera mu kuchuluka kwa likulu ndikulowa m'munda wopangira zida za semiconductor.
M'mwezi wa Marichi chaka chino, zochitika ziwiri za M&A za kampani yayikulu yaku China yonyamula ndi kuyesa ya Changjiang Electronics Technology zidakopa chidwi kwambiri. Changjiang Electronics Technology yalengeza kuti ipeza 80% ya Shengdi Semiconductor's equity pa RMB 4.5 biliyoni. Posakhalitsa, maufulu olamulira anasintha manja, ndipo China Resources Group inapeza ufulu wolamulira wa Changjiang Electronics Technology kwa RMB 11.7 biliyoni. Chochitikachi chidawonetsa kusintha kwakukulu pamipikisano yamakampani aku China opangira ma semiconductor ndi kuyesa.
Mosiyana ndi izi, pali zochitika zochepa za M&A pagawo la digito, ndi zochitika ziwiri zokha za M&A. Mwa iwo, GigaDevice ndi Yuntian Lifa adapeza 70% ya ndalama ndi zinthu zina zokhudzana ndi Suzhou Syschip monga opeza motsatana. Zochita za M&A izi zithandizira kukulitsa mpikisano komanso luso lamakampani opanga ma digito mdziko langa.
Ponena za kuphatikizika ndi kugula uku, Yu Yiran, wamkulu wa CITIC Consulting, adati mabizinesi akuluakulu amakampani omwe akukhudzidwa kwambiri amakhala kumtunda kwamakampani opanga ma semiconductor, akukumana ndi mpikisano wowopsa komanso mawonekedwe obalalika. Kupyolera mu kuphatikiza ndi kugula, makampaniwa amatha kukweza ndalama, kugawana chuma, kuphatikiziranso matekinoloje amakampani, ndikukulitsa misika yomwe ilipo kwinaku akukulitsa chikoka chamtundu.
Nthawi yotumiza: Dec-30-2024