交易的主要亮點(diǎn):
? 通過(guò)對(duì)模擬混合信號(hào)產(chǎn)品公司的收購(gòu)?fù)晟飘a(chǎn)品陣容，有力支持瑞薩電子的發(fā)展戰(zhàn)略；
? IDT的模擬混合信號(hào)產(chǎn)品，包括傳感器、高性能互聯(lián)、射頻和光纖以及無(wú)線電源，與瑞薩電子MCU（微控制器）、SoC（片上系統(tǒng)）和電源管理IC相結(jié)合，為客戶提供綜合全面的解決方案，滿足從物聯(lián)網(wǎng)到大數(shù)據(jù)處理日益增長(zhǎng)的信息處理需求；
? IDT的內(nèi)存互聯(lián)和專用電源管理產(chǎn)品有利于瑞薩電子在不斷發(fā)展的數(shù)據(jù)經(jīng)濟(jì)領(lǐng)域?qū)崿F(xiàn)業(yè)務(wù)增長(zhǎng)，并加強(qiáng)其在產(chǎn)業(yè)和汽車市場(chǎng)的影響力；
? 計(jì)劃以每股49.00美元現(xiàn)金收購(gòu)IDT所有流通股份，相當(dāng)于截至2018年8月30日未受影響的IDT普通股股價(jià)溢價(jià)約29.5%；
? 預(yù)計(jì)交易完成后將顯著增加瑞薩電子預(yù)計(jì)非通用會(huì)計(jì)準(zhǔn)則毛利率、非通用會(huì)計(jì)準(zhǔn)則每股收益（Non-GAAP EPS）及自由現(xiàn)金流；
? 瑞薩電子計(jì)劃以現(xiàn)金儲(chǔ)備和約6,790億日元的銀行貸款為交易融資。本次交易不會(huì)發(fā)行額外股份。
2018 年 9 月11日，日本東京 | 2018年9月10日，美國(guó)加利福尼亞圣何塞訊 – 全球領(lǐng)先的半導(dǎo)體解決方案供應(yīng)商瑞薩電子株式會(huì)社（TSE：6723）與包括傳感器、互聯(lián)和無(wú)線電源在內(nèi)的模擬混合信號(hào)產(chǎn)品領(lǐng)先供應(yīng)商Integrated Device Technology, Inc. (“IDT”, NASDAQ: IDTI) 今天宣布，雙方已簽署最終協(xié)議，根據(jù)協(xié)議，瑞薩電子將以每股49.00美元的價(jià)格，總股權(quán)價(jià)值約67億美元 (按1美元約合110日元，總額約合7,330億日元) 全現(xiàn)金交易方式收購(gòu)IDT。本次收購(gòu)是嵌入式處理器和模擬混合信號(hào)半導(dǎo)體兩大行業(yè)領(lǐng)導(dǎo)者的整合，雙方通過(guò)各自優(yōu)勢(shì)產(chǎn)品能夠優(yōu)化高性能計(jì)算電子系統(tǒng)的性能和效率。該交易已獲得雙方董事會(huì)一致批準(zhǔn)。交易預(yù)計(jì)在獲得IDT股東和相關(guān)監(jiān)管機(jī)構(gòu)批準(zhǔn)后，將于2019年上半年完成。
自2016年以來(lái)，瑞薩電子一直在實(shí)行公司的發(fā)展戰(zhàn)略，促進(jìn)公司在全球市場(chǎng)的蓬勃發(fā)展，成為全球領(lǐng)先的嵌入式解決方案供應(yīng)商。作為計(jì)劃的一部分，瑞薩電子正在努力擴(kuò)大模擬解決方案陣容，并加強(qiáng)解決方案產(chǎn)品配套，包括MCU、SoC和模擬混合信號(hào)產(chǎn)品。 公司發(fā)展戰(zhàn)略的實(shí)行將以重點(diǎn)領(lǐng)域的收入增長(zhǎng)為基礎(chǔ)：汽車領(lǐng)域，預(yù)計(jì)自動(dòng)駕駛汽車和電動(dòng)車/混合動(dòng)力車具有巨大增長(zhǎng)潛力；產(chǎn)業(yè)和基礎(chǔ)設(shè)施領(lǐng)域，預(yù)計(jì)工業(yè)4.0和5G（第五代）無(wú)線通信，以及快速增長(zhǎng)的物聯(lián)網(wǎng) (IoT) 領(lǐng)域?qū)⑦M(jìn)一步發(fā)展。瑞薩電子認(rèn)為，擴(kuò)張并購(gòu)是實(shí)現(xiàn)這一發(fā)展戰(zhàn)略、推動(dòng)公司進(jìn)一步增長(zhǎng)的關(guān)鍵因素。在2017年2月完成對(duì)英特矽爾公司（Intersil）的收購(gòu)之后，瑞薩電子的產(chǎn)品組合增加了業(yè)界領(lǐng)先的電源管理和精密模擬功能。整合的解決方案將在重點(diǎn)業(yè)務(wù)領(lǐng)域?yàn)槿鹚_電子帶來(lái)令人期待的商機(jī)。今天宣布的交易也將進(jìn)一步加速瑞薩電子成長(zhǎng)戰(zhàn)略，帶來(lái)巨大的戰(zhàn)略和經(jīng)濟(jì)效益，包括：
l互補(bǔ)的產(chǎn)品擴(kuò)展了瑞薩電子的解決方案供給
此次收購(gòu)將為瑞薩電子嵌入式系統(tǒng)提供豐富的模擬混合信號(hào)產(chǎn)品，包括射頻、先進(jìn)定時(shí)、存儲(chǔ)接口及電源管理、光互聯(lián)、無(wú)線電源及智能感應(yīng)。這些產(chǎn)品線與瑞薩電子先進(jìn)的MCU、SoC以及電源管理IC結(jié)合，使瑞薩電子能夠提供綜合全面的解決方案，支持高性能數(shù)據(jù)處理日益增長(zhǎng)的需求。豐富的解決方案供給涵蓋了外部傳感器、模擬前端、處理器和接口，將為用戶提供最優(yōu)化的系統(tǒng)。
l增加業(yè)務(wù)增長(zhǎng)機(jī)遇
IDT的數(shù)據(jù)傳感、存儲(chǔ)和互聯(lián)模擬混合信號(hào)產(chǎn)品是支持?jǐn)?shù)據(jù)經(jīng)濟(jì)增長(zhǎng)主要部件。通過(guò)收購(gòu)有助于瑞薩電子將業(yè)務(wù)領(lǐng)域擴(kuò)展到快速增長(zhǎng)的數(shù)據(jù)經(jīng)濟(jì)相關(guān)應(yīng)用，包括數(shù)據(jù)中心和通信基礎(chǔ)設(shè)施，并加強(qiáng)其在產(chǎn)業(yè)和汽車市場(chǎng)的影響力。
l加速管理和運(yùn)營(yíng)全球化
收購(gòu)Intersil帶來(lái)的多樣化人才和管理能力加快了瑞薩電子的全球化運(yùn)營(yíng)。今天宣布的交易將進(jìn)一步加強(qiáng)瑞薩電子落實(shí)全球化戰(zhàn)略的能力。
l顯著的經(jīng)濟(jì)效益
瑞薩電子預(yù)計(jì)，更大規(guī)模商業(yè)平臺(tái)將帶來(lái)更多業(yè)務(wù)機(jī)遇并打開進(jìn)入快速發(fā)展行業(yè)的通道從而實(shí)現(xiàn)近期和長(zhǎng)期的收入增長(zhǎng)、成本降低，進(jìn)而為公司帶來(lái)創(chuàng)新與改進(jìn)，并產(chǎn)生約2.5億美元（預(yù)估非通用會(huì)計(jì)準(zhǔn)則年?duì)I業(yè)收入）的經(jīng)濟(jì)效益。預(yù)計(jì)交易完成后瑞薩電子非通用會(huì)計(jì)準(zhǔn)則毛利率將立即提高約1.6%、非通用會(huì)計(jì)準(zhǔn)則每股收益增加約18%。
瑞薩電子株式會(huì)社代表董事、總裁兼首席執(zhí)行官吳文精表示，“本次收購(gòu)不僅將為我們帶來(lái)市場(chǎng)領(lǐng)先的模擬混合信號(hào)產(chǎn)品擴(kuò)展我們現(xiàn)有產(chǎn)品線，而且還將帶來(lái)優(yōu)秀的專業(yè)人才，提高瑞薩電子嵌入式解決方案的性能。IDT的產(chǎn)品與我們的MCU、SoC和電源管理IC相結(jié)合，將豐富瑞薩電子的產(chǎn)品供應(yīng)并將我們的業(yè)務(wù)擴(kuò)展至新的領(lǐng)域，例如不斷增長(zhǎng)的數(shù)據(jù)經(jīng)濟(jì)相關(guān)領(lǐng)域。”
“通過(guò)IDT在模擬混合信號(hào)領(lǐng)域以及瑞薩電子在微控制器以及汽車/產(chǎn)業(yè)專營(yíng)領(lǐng)域的領(lǐng)先地位的結(jié)合，將誕生一個(gè)新的全球半導(dǎo)體巨頭。”IDT總裁兼首席執(zhí)行官Gregory L. Waters則表示，“合并后的公司將擁有現(xiàn)代數(shù)據(jù)經(jīng)濟(jì)中客戶所需的關(guān)鍵能力。”
在此次收購(gòu)中，瑞薩電子將以每股49.00美元的價(jià)格收購(gòu)IDT股份（總計(jì)約67億美元（按1美元約合110日元，總額約合7,330億日元））。瑞薩電子計(jì)劃以現(xiàn)金儲(chǔ)備以及約6,790億日元銀行貸款支付此項(xiàng)收購(gòu)費(fèi)用。瑞薩電子不打算進(jìn)行股權(quán)融資。
Morgan Stanley（摩根士丹利）、BofA Merrill Lynch（美銀美林）和Mizuho Securities（瑞穗證券）擔(dān)任了瑞薩電子的財(cái)務(wù)顧問；Morrison & Foerster LLP（美富律師事務(wù)所）、Covington & Burling LLP（柏靈律師事務(wù)所）和Nagashima Ohno & Tsunematsu（長(zhǎng)島?大野?常松法律事務(wù)所）擔(dān)任了瑞薩電子的法律顧問。J.P. Morgan（摩根大通）擔(dān)任了IDT獨(dú)家財(cái)務(wù)顧問；Latham & Watkins LLP（瑞生律師事務(wù)所）擔(dān)任了IDT的法律顧問。
關(guān)于瑞薩電子株式會(huì)社
瑞薩電子株式會(huì)社 (TSE: 6723) ，為客戶提供可靠的創(chuàng)新嵌入式設(shè)計(jì)和完整的半導(dǎo)體解決方案，旨在通過(guò)使用其產(chǎn)品的數(shù)十億聯(lián)網(wǎng)智能設(shè)備安全可靠地改善人們的工作和生活方式。作為全球領(lǐng)先的微控制器供應(yīng)商、模擬功率器件和SoC產(chǎn)品的領(lǐng)導(dǎo)者，瑞薩電子為汽車、工業(yè)、家用電子產(chǎn)品（HE）、辦公自動(dòng)化（OA）、信息通信技術(shù)（ICT）等各種應(yīng)用提供專業(yè)的技術(shù)支持、品質(zhì)保證和綜合的解決方案，期待與您攜手共創(chuàng)無(wú)限未來(lái)。更多信息，敬請(qǐng)?jiān)L問 renesas.com。
關(guān)于IDT
Integrated Device Technology, Inc. (NASDAQ: IDTI) 致力于通過(guò)開發(fā)系統(tǒng)級(jí)解決方案優(yōu)化客戶的應(yīng)用。 IDT在射頻、高性能定時(shí)、存儲(chǔ)器接口、實(shí)時(shí)互聯(lián)、光互聯(lián)、無(wú)線電源和智能傳感器等領(lǐng)域擁有市場(chǎng)領(lǐng)先的產(chǎn)品，組成了廣泛、完整的混合信號(hào)解決方案，用于通信、計(jì)算、消費(fèi)、汽車和工業(yè)領(lǐng)域。 IDT總部位于美國(guó)加利福尼亞州圣何塞，在全球設(shè)有設(shè)計(jì)、制造、銷售機(jī)構(gòu)和分銷合作伙伴。更多信息，敬請(qǐng)?jiān)L問www.IDT.com。 也可在Facebook, LinkedIn, Twitter,和YouTube上關(guān)注IDT。
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This communication is being made in respect of the proposed transaction involving IDT and Renesas. In connection with the proposed transaction, IDT plans to file with the Securities and Exchange Commission (“SEC”) and mail or otherwise provide to its stockholders a proxy statement regarding the proposed transaction. IDT may also file other documents with the SEC regarding the proposed transaction. This communication is not a substitute for the proxy statement or any other document that may be filed by IDT with the SEC. BEFORE MAKING ANY VOTING DECISION, IDT’S STOCKHOLDERS ARE URGED TO READ THE PROXY STATEMENT IN ITS ENTIRETY WHEN IT BECOMES AVAILABLE AND ANY OTHER DOCUMENTS FILED BY IDT WITH THE SEC IN CONNECTION WITH THE PROPOSED TRANSACTION OR INCORPORATED BY REFERENCE THEREIN BEFORE MAKING ANY VOTING OR INVESTMENT DECISION WITH RESPECT TO THE PROPOSED TRANSACTION BECAUSE THEY CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND THE PARTIES TO THE PROPOSED TRANSACTION. Investors and stockholders may obtain a free copy of the proxy statement and other documents IDT files with the SEC (when available) through the website maintained by the SEC at www.sec.gov. IDT makes available free of charge at www.idt.com (in the “Investors” section), copies of materials it files with, or furnishes to, the SEC.
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