Source: This article is reproduced from "Reference Message" by Semiconductor Industry Observation (ID: icbank), thank you.
Taiwan media said that mainland China Unigroup has decided to spend huge sums of money to acquire German chip factory Siltronic AG, which is the fourth largest semiconductor silicon wafer factory in the world. The imagination space that might have invested in Global Crystal was shattered, and the strength of mainland semiconductor silicon wafer factories has risen, and the status of Taiwanese manufacturers Global Crystal was impacted. The stock prices of Global Crystal, Zhongmei Crystal and other companies plummeted. China Times Electronics reported that Taiwanese manufacturers are frustrated (waiting in panic).
According to Taiwan's China Times Electronic News on August 2, financial institutions and shareholders sold Super Global Crystals and Zhongmei Crystals simultaneously on August 1. Global Crystal was sold by more than 1,000 pieces by three major legal entities. The stock price fell by more than 8 percentage points in the early trading of the 1st, and the stock price fell below the half-year line. China-US crystal has fallen below the 100-yuan mark and almost regained the gain this year.
reported that in the face of such a situation, Taiwanese manufacturers can only wait in fear.
According to Taiwan's "Business Times" website on July 26, for a long time, the EU's mentality has been much "friendly" in its actions in mainland capital acquisitions, especially after the recent changes in US-China relations, mainland capital's investment in the EU region has continued to increase. This year, the scale of European assets acquired by mainland capital has reached US$45.5 billion, doubled its annual growth rate. On the contrary, the amount of mainland investors invested in the United States was only US$1.9 billion, a decrease of three-quarters.
Semiconductor Industry pointed out that mainland investors are feeling that their semiconductor strength is insufficient and have launched a number of mergers and acquisitions in recent years, but the acquisitions of three chip manufacturers in Taiwan, Licheng, Nanmao and Silicon Products, as well as Micron, the United States, have been rejected by the Taiwanese authorities and the U.S. authorities.
Recently, companies have turned their attention to Europe.
html At the end of July, Tsinghua Unigroup acquired French chipmaker Linxens for US$2.6 billion.According to the Financial Times website on July 25, Tsinghua Unigroup (Tsinghua Group) agreed to acquire French chip maker Linxens from Luxembourg private equity firm CVC Capital Partners. The agreement was reached a month ago, but neither party announced it to the public, with the acquisition amount of US$2.6 billion.
This acquisition still requires the approval of France, Germany and Linxens trade unions.
Taiwan's Economic Daily stated that Linxens was founded in 1979 and provides micro connectors, RFID antennas and other products for the security and identity verification market, and is widely used in smart cards, chips, computer modules, etc. Linxens is not listed. According to the official website, the company has eight production bases and four R&D centers in Europe, Asia and North America, with an annual turnover of 500 million euros.
reported that if the transaction can be successfully completed, this will be the first overseas investment of Unigroup in the past two years. The acquisition of Linxens will also further consolidate the business capabilities of Unigroup Security chips.
Taiwan Juheng.com reported that the mainland is currently the world's largest chip market, but its own chip production accounts for only 16%, and the annual chip import value is about US$200 billion.
reported that mainland companies have made achievements in independent research and development in recent years. At the same time, mainland China's high investment in old factories has cultivated managers, engineers and scientists to operate semiconductor manufacturing business. These efforts have created the cornerstone of success for the mainland semiconductor industry.
