6月26日，安森美半导体盘中下跌18.37%，报96.57美元/股，成交额6.15亿美元。
消息面上，公司宣布将以全股票方式收购边缘计算芯片厂商Synaptics，企业价值约70亿美元，为公司史上最大并购。根据交易条款，Synaptics股东每持有1股将获得1.350股安森美普通股，溢价约19%，交易完成后Synaptics股东将持有合并后公司约12%股份，交易预计2027年中完成。公司预计交割后18个月内实现非GAAP每股收益增厚，年协同效应约2亿美元。
投行反应分化加剧抛压：TD Cowen将安森美评级从买入下调至持有，目标价从115美元降至110美元；Stifel此前已将目标价大幅下调至90美元，远低于当前股价；Truist Securities指出此次收购意味着公司战略从AI数据中心方向转向边缘AI，引发市场对战略一致性的质疑。此外，公司碳化硅业务因欧洲制造成本约为中国企业三倍的结构性困局仍持续承压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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