1. Qualcomm acquired NXP plus 16% to 44 billion US dollars, 127.5 US dollars per share;
Set a micro-channel news, Qualcomm on Tuesday the acquisition of Dutch car chip maker NXP bid to 440 billion, this move will not only win the support of NXP shareholders, but also can stop Botong malicious attempt to acquire Qualcomm.
US stocks traded 3.7% lower at $ 62.44 in early trade on Tuesday. NXP shares were up 6.2% at $ 125.86.
Qualcomm announced that it will acquire NXP at a price of $ 127.5 per share, bringing the total transaction value to 44 billion U.S. dollars, up from the previous offer of 110 U.S. dollars or 39 billion U.S. dollars.
Broadcom at the end of last year issued a proposal to Qualcomm, and in early February the acquisition offer substantially raised to 121 billion US dollars, Qualcomm unmoved. Broadcom has said that if Qualcomm increased the acquisition of NXP's bid, it will give up the acquisition of Qualcomm.
Qualcomm to increase the acquisition amount can also win the support of NXP shareholders.Every Hedge Fund, including ElliottManagement, frequently pressured Qualcomm to require QUALCOMM to raise the bid, Elliott declared NXP at least $ 135 per share last year.nnpu last year Quarter 4 results beat market expectations is one of the reasons why higher bids.
According to the original acquisition agreement announced by Qualcomm and NXP in October 2016, Qualcomm will at least receive the support of 80% of NXP shareholders. The threshold after the update bid has dropped to 70% of the outstanding shares.
In addition to NXP shareholders' support, Qualcomm also seeks approval from the regulatory authorities, which have now passed China's licensing deal with the U.S., European Union and other antitrust authorities through Qualcomm's deal with NXP.
The acquisition of NXP will enable Qualcomm to spearhead the rapid growth of the automotive chip market and reduce its reliance on the smartphone market.
According to new conditions agreed with the NXP board, Qualcomm said it now only purchases 70% of NXP's outstanding shares instead of 80% of the previous agreement, which means the total purchase price of NXP is up To 44 billion U.S. dollars, up from the original 38 billion U.S. dollars.
Agence France-Presse reported that if included in the debt of NXP, the total amount of the acquisition will reach about 50 billion U.S. dollars.
2. Qualcomm plus buy NXP hedge fund Elliott approval;
Set a micro-channel news, Qualcomm said NXP acquisition of semiconductor makers to raise prices to 127.5 yuan per share, said it had won the deal against hedge fund shareholders Elliott Management's approval.
Reuters reported the deal was backed by large shareholders led by the hedge fund Elliott Management, the second largest shareholder in NXP opposed to the original offer from Qualcomm and is now pleased to see Qualcomm's new bids, Pu finally recognized the value of.
The above acquisition by Qualcomm will put pressure on Broadcom's $ 121 billion transaction. At the same time, the transaction will help Qualcomm shareholders better evaluate the value of the company and decide whether to admit Broadcom's acquisition proposal at a March 6 general meeting of shareholders .
3. Huawei Samsung increased research chip share, MediaTek Qualcomm competition intensified;
Set micro-network news, the recent industry, Huawei announced the expansion of Haisi smart phone chips, two have been heard before Samsung is also in the low-end one after another into their own mobile phone chips, means that Qualcomm, MediaTek's chip purchases will be reduced, when The value of the global smartphone market weakness, Huawei Samsung move again for the MediaTek, Qualcomm and even Spreadtrum other manufacturers to add variables.
The industry believes that with the smart phone brand home-made mobile phone core chip at the core, coupled with the lack of demand for high-end models, Qualcomm and MediaTek these two mobile phone chip maker, will be in 2018 will focus on storming the low-end artillery market, Follow-up whether to launch a price war rob market, it is worth attention.
The world's top three smartphone brands Apple, Samsung and Huawei have core chip design capabilities, of which Apple's own application processor, then the acquisition of Qualcomm and Intel's baseband chip; Samsung and Huawei have their own single-chip mobile phone system, but At the same time with the use of Qualcomm, MediaTek or Spreadtrum other professional mobile phone chip factory chips.
The market also came out, the original efforts to sell their own mobile phone Orion chip Samsung, Meizu this year to expand outside looking for tourists; together with Huawei began to import the Hass chip midrange models, will result in third-party mobile phone chip The factory market followed by narrowing the pie.
For the major flagship models of the main handset supplier Qualcomm, facing considerable pressure, the potential will be moved to the field of low-end models; MediaTek also have to grab back the share, 2018 is still a fierce mobile phone chip war one year.
4. Intel shows a stand-alone GPU prototype built into the chip;
After rumors of reverting to a standalone GPU (dGPU), Intel was responsible for developing its own discrete GPU product by hiring Raja Koduri, the industry's best-known AMD ex-GPU architect, at the IEE International Solid State Circuits Conference in San Francisco last week Based on a 14-nanometer process prototype GPU, demonstrating its early achievements in this area, it is said that the prototype has 1.542 billion transistors and two main chips built-in, the first one containing the actual GPU and the second one containing the field programmable gate Array (FPGA).
The chip is said to be just a proof of concept at this moment that does not provide a true measure of its performance, however, Intel is developing the technology to increase efficiency in order to reproduce the success of its CPU lineup.
Given that the chip is still a simple prototype, we are unlikely to see the product on the market, but its revelations do show that Intel is serious about competing with Nvidia and AMD in the GPU high-end market and is no longer content with simply providing large Integrated graphics for most Core series processors.
5. Millet Mix 2s will use Sony IMX363 photosensitive components;
Earlier, out of the millet Mix 2s outflow, we already know that the new machine will be equipped with 6-inch 18: 9 screen, Snapdragon 845 processor, 8GB memory and dual-lens configuration specifications, and more out of mobile phone software data, more confirmed The phone will use Sony IMX363 sensor components, so that in addition to become the series Xiaomi Mix 2s the first configuration dual-lens phone, it is also more built-in AI smart shooting technology, such as automatic resolution of different scene settings.
6. Steady Mao Chen Jin 10 years grinding sword;
iPhone series of mobile phones to create a lot of wealthy, with the continuous upgrading of smart phones, iPhone 8 and iPhone X last year created a new generation of Regal, stable Mao Semiconductor (3105) is this time the richest 50 richest .According to statistics, Chen Jincai, the chairman of the board of directors, rushed to No. 45 in 2017 with a new version of the 50 richest since last year's 115. The total wealth increased by 3.128 billion yuan.
Interview with Chen Jin-chen Chen Jin Choi took over the steady since the imminent demise of the corrupt company into a mysterious compound semiconductor industry, TSMC, not only their own purse full, even large shareholder Ye Guoichi also greatly increased wealth. , He uses ten years grinding sword mood steady business, next will continue to invest in research and development, expand the leading position in the compound semiconductor industry.
Every morning, Chen Mao, Chairman Mao Jin Mao starting from the home of Shihlin, the first to the headquarters of the Overseas Chinese in the office of Datong District, about ten and then drove to Linkou's steady Mao headquarters every day to two listed companies to work, is already his Routine business over the years. The difference is that steady Mao appear in the iPhone X supply chain, the stock price soared, Chen Jin personal values have also been soaring, this year ranked No. 45 on the 50 richest list, is the wealth of the top ten richest.
"I am grinding my sword for ten years!" Chen Jincai mentioned in his exclusive interview that he had been in the business for more than 10 years: Wen Mao said that "TSMC in the compound semiconductor industry" Although this is one of the founding shareholders, Chen Mao had once again lost a capital amount of 3 billion yuan when the storm hit Boda.
Chen Jincai memories of this history, when the steady Mao was on the verge of bankruptcy crisis, but he could not bear to stabilize Mao thus ended his operations, in 2003 he volunteered to jump the sea to take over the steady Mao, Yew One also introduced Inventec's capital, which for him This is equivalent to the field of science and technology industry outsiders, so planted into completely unfamiliar areas, but more than 10 years of insistence that steady Mao became a party of hegemony, he and Ye Guoyi also rely on stable shares rose sharply, worth soaring. (Author: Pan to Wang) Next Magazine
7. Wen Mao performance this year is expected to continue a record high
This time, Chen Jin made a big leap forward in the 50-richest ranking, relying on the steady Mao in the iPhone X supply chain performance of the deterrent reason ... iPhone X this 10th anniversary commemorative machine 3D sensing facial recognition technology VCSEL (Vertical Cavity Surface Emitting Laser Chen Jincai said that in the fourth quarter of last year, the supply of Apple's VSCEL products in the fourth quarter of last year alone exceeded the sum of the past 20 years. In the fourth quarter, the revenue and profit of Goldman Sachs hit a historical high and the pre-tax earnings per share It is as high as 9.34 yuan NT.
VCSEL technology last year, the use of the eruption, so that the steady fourth quarter revenue growth significantly, polish the "Apple Concept stocks," the sign, but Chen Jin Choi said that in fact, in 2006, the steady Mao with AVAGO cooperation, supply PA power chips The amplifier, which had been maintaining the vendor's role since entering the Apple supply chain.
The VCSEL technology used in the face recognition function, greatly bolstered the performance of the steady Mao, but Chen said: "In fact, VCSEL is not a new technology, but Apple will use this technology in new applications." In the past, VCSEL technology Is used in industrial computers, but Apple's innovation makes VCSEL technology to create a topic, Chen Jin Choi believes that all devices in the future, Apple will use this technology, and even non-Apple phone will follow up one by one, you can imagine steady performance will have Great growth.
Although Winco's technology is ahead of its peers, Chen Jincai is still not satisfied. He said: "We are not leading enough." In the future, face recognition technology will be used in both Apple and non-Apple phones, and even ARs and VRs will be adopted. And Chen Jin Choi is also quite optimistic about the future development of 5G, communication components maker AVAGO shares 277 yuan per share by the end of last year, and the production capacity to steady Mao, deepen the cooperation between the two, 5G layout.
For steady Mao performance this year, Chen Jincai said in a low-key manner, this year there will be very significant growth of legal persons believe that the VCSEL product delivery in the fourth quarter of last year accounted for 10% of single-month revenue this year will be all Availability of the year, coupled with AVAGO alliance and transfer effect, this year's full-year earnings per share of 14 yuan.
However, Chen Jincai did not dare to relax on the future and continued to strengthen R & D. He believes that in order to expand the technical barriers and increase barriers to entry, the 5G era is approaching and the stable Mao has already prepared relevant applications so that compound semiconductors Faucet's position unbreakable! (Written by: Pan to Wang) Next Magazine