1. Amcor's acquisition of Berry Global is projected to double cash flows, with 12% EPS accretion by FY26 and over 35% by FY28; 2. As a Dividend Aristocrat, Amcor offers a historically high 5.6% yield, supported by the Berry deal's synergies and balance sheet improvements; 3. The stock is undervalued relative to low-growth scenarios but presents upside potential if merger synergies materialize, suggesting a Buy opportunity.
Recent #Acquisition news in the semiconductor industry
1. NXP Semiconductors finalized its acquisition of TTTech Auto, a leader in safety-critical systems for software-defined vehicles (SDVs); 2. The integration of NXP's CoreRide platform and TTTech Auto's MotionWise middleware aims to reduce development complexity and enhance scalability for next-gen vehicles; 3. TTTech Auto will maintain neutrality, supporting multiple chipmakers, OEMs, and software partners to advance SDV innovation while ensuring safety and data protection.
1. Hims & Hers' acquisition of ZAVA accelerates its expansion into Europe's weight-loss market, boosting subscribers by 54%; 2. The deal is cost-effective, leveraging ZAVA's infrastructure and regulatory expertise in key European markets; 3. The company's proven U.S. GLP-1 strategy positions it to meet Europe's demand for affordable telehealth weight-loss solutions, with strong growth and undervalued stock making it a buy.
➀ Apple is set to double down on its Arcade subscription service with a dedicated gaming app; ➁ The app is expected to serve as a launcher for titles, centralize in-game achievements, and replace the old 'Game Centre'; ➂ Apple has acquired RAC7, the studio behind Apple Arcade exclusive Sneaky Sasquatch.
➀ Arm has agreed to sell its Artisan physical IP unit to Cadence;
➁ The deal includes engineering team, standard cell libraries, memory compilers, and GPIOs;
➂ Arm bought Artisan in 2004 for $900 million to enhance accessibility of its processor IP.
1. Allegro's Board of Directors has reviewed and deemed Onsemi's acquisition proposal inadequate; 2. The Board has communicated with Onsemi to explore a better offer but was declined; 3. Allegro remains committed to innovation and market leadership in e-Mobility, clean energy, data center, robotics, and automation.
➀ Siemens Digital Industries Software has acquired DownStream Technologies, a provider of manufacturing data preparation tools for PCB design.
➁ The acquisition aims to expand Siemens' presence in the small and medium-sized business (SMB) market.
➂ DownStream Technologies' CAM350 suite of tools allows customers to verify and automatically prepare PCB design data for fabrication, reducing errors and streamlining the transition from design to production.
➀ Marvell is selling its Automotive Ethernet division to Infineon for $2.5 billion.
➁ The division has a sales forecast of $225-$250 million this year with a 60% gross margin.
➂ The acquisition includes Marvell’s Brightlane Automotive Ethernet portfolio, which supports network data rates up to 10 Gbps.
➀ MDA Space has acquired SatixFy, a specialist in satcomms chips, with a focus on the company's roadmap for next-generation software-defined digital satellites.
➁ The transaction, worth approximately $193 million, involves a complementary technology and IP portfolio for end-to-end satellite communications solutions.
➂ MDA Space aims to expand its offerings for digital LEO and MEO satellites using SatixFy's space-grade chips and communication systems.
➀ Astute Group, a distributor and supply chain partner, has acquired Copper & Optic, an expert in cable and harness assembly.
➁ The acquisition enhances Astute's custom-design capabilities, particularly in aerospace and defence sectors.
➂ The integration aims to create a strong synergy between the two companies, with a focus on quality and flexibility.
➀ South Korean AI chip startup FuriosaAI has rejected an $800 million acquisition offer from Meta;
➁ The company has chosen to grow independently instead;
➂ Discussions between FuriosaAI and Meta have been ongoing since early this year.
➀ Wiz, a cybersecurity provider for cloud-based businesses, has been acquired by Google for $32 billion after rejecting a $23 billion offer last July.
➁ Wiz offers cloud-agnostic security solutions by supporting multiple cloud providers including AWS, Azure, Google Cloud, and Oracle Cloud.
➂ Wiz was founded by a team that previously sold a company, Adallom, to Microsoft for $320 million.
➀ SoftBank Group has announced the acquisition of Ampere Computing, a Silicon Valley-based startup specializing in Arm-based server chips, for $6.5 billion.
➁ The deal is expected to close in the second half of 2025 and represents SoftBank's growing investment in artificial intelligence infrastructure.
➂ The acquisition reflects SoftBank's belief in the increasing importance of Arm-based technology in data centers.
➀ Softbank has announced the planned acquisition of Ampere Computing for $6.5 billion in cash;
➁ Ampere Computing will retain its name and product lines such as AmpereOne and Ampere Altra;
➂ The acquisition is expected to close in the second half of 2025, with major investors selling their stakes.
➀ Huada Jiutian plans to acquire the controlling stake of Chip and Semiconductor through the issuance of shares and cash payment.
➁ Huada Jiutian is committed to becoming a leading EDA provider in the global market.
➂ Chip and Semiconductor aims to create a full-stack EDA platform for the AI era, covering chip, packaging, module, PCB board-level, interconnection, and整机 system.
1. Innovative Solutions and Support (ISSC) develops and manufactures aircraft systems and products for improved efficiency, safety, and performance. 2. The acquisition of Honeywell product lines has led to high sales growth but negatively impacted margins. 3. Margins are expected to stabilize over the long term, and the FY2025 guidance suggests this will be the case. 4. At a P/E of 13 times the estimated EPS for FY2025, ISSC stock presents a buying opportunity.
Onsemi has proposed an acquisition of Allegro MicroSystems for $6.9 billion, offering $35.10 per share in cash.
1. Allegro MicroSystems confirms receiving an unsolicited acquisition proposal from onsemi; 2. The proposal was deemed inadequate by the Allegro Board of Directors; 3. Allegro will not comment further unless necessary.
➀ Shanghai's Xinxiangwei Microelectronics Co., Ltd. plans to purchase the controlling rights of Shenzhen Aoxiesheng Technology Co., Ltd. through issuing shares and paying cash;
➁ Xinxiangwei is a leading domestic display chip supplier and has established good cooperative relations with major panel manufacturers and display module manufacturers;
➂ The acquisition is part of Xinxiangwei's strategy to expand its business through external growth, following its establishment of a new display industry acquisition fund.
➀ Analog Devices is considering the acquisition of smaller chip manufacturer Allegro Microsystems, which primarily produces sensor integrated circuits.
➁ Allegro has not yet decided to sell the entire company, and Analog Devices has been discussing the feasibility of the acquisition with advisors in recent months, with other also showing interest.
➂ Allegro is currently valued at $4.11 billion, while Analog Devices is valued at $19.83 billion.
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