ASE and the quality of the platform will be permitted or not will be the key

After the Lunar New Year, it is the Year of the Monkey. This year, the semiconductor industry is still very lively. The most popular one is the ASE, which is now in the second phase of the acquisition. Sun Moonlight recently announced the postponed acquisition time to 3:30 pm at 3:30 pm If the fair will not express opinions before 3/3, it may allow the parties to combine. It is expected that the progress of the acquisition is expected to accelerate, but whether the follow-up of China and the United States will allow the parties to combine or adopt other forms is still Focus on the case.

Philippine Sunshine will enter the second stage after the Lunar New Year, and Sun Moonlight recently announced that it will postpone the acquisition to 3:30 pm at 3:30 pm. The current number of shares acquired is about 89.77 million shares, accounting for 2.9% of the number of defective products. Public acquisitions will continue.


Among them, Taiwan's fairness will allow the two sides to combine or not, which is the focus of the market. ASE emphasizes that if the fairness before March 3 is not clearly expressed, it means that the two sides have been allowed to combine, and the market believes that it will speed up the acquisition of ASE.

The legal person believes that ASE will bid for 55 yuan per share. It is not too difficult to pass the minimum threshold. Legal persons and foreign capital are still expected to participate in the sale. The key to the market wait-and-see is the attitude of Taiwan's fair meeting; The market share of the field is very high, but it is still low in the overall semiconductor industry. Therefore, how to define fairness will be the key to whether this case can be passed. The attitude of the follow-up mainland and the US market is the problem after the acquisition. .

In addition, the company has recently indicated that the customer may have changed the order due to the possible merger of ASE and counterfeit products in the future. After the merger of the two companies, the customer will transfer the order to the packaging and testing plant in mainland China, Taiwan or even South Korea. The focus of follow-up is closely followed.