消息面上,思佳讯此前公告其收购Qorvo交易的HSR反垄断等待期已正式届满,意味着美国联邦贸易委员会层面的审查障碍已清除,合并交易向最终完成迈出关键一步。该交易合并后公司估值达220亿美元,预期未来24至36个月内每年可实现超5亿美元成本协同效应。RBC Capital Markets此前亦表示看好该交易带来的成本收益,认为在交易完成前股价将围绕核心基本面交易。公司预计合并将于年底前完成,尚须获得股东同意及满足其他惯例性条件。
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