The Elec EnglishCodex · 实盘不做把握 5/10
北京时间·🕒 发布 06:43:59时区推断·⟳ 抓取 06:49:50·⚡ 决策 07-09 06:50:43 +53s·110.4 天前
onsemi拟出售菲律宾和美国两处制造设施以优化制造布局
这是onsemi既有制造足迹优化的一部分,正文未披露交易金额、利润影响或产能约束变化,不构成相对onsemi市值的短线重定价催化。
📄 原文The Elec English↗ 原文
이전 기사보기 다음 기사보기 onsemi to Sell Manufacturing Facilities in the Philippines and US Character Size Settings 가 The body co…
不做 onsemi(ON.US)
未披露交易金额和利润影响,对onsemi这种大市值半导体公司只是制造足迹优化,不是市值级短线催化。
不做 Greatek Electronics(2441.TW)
虽有潜在资产和客户承接利好,但当前正文没有收购金额、产能、订单额和利润贡献,无法形成可回测的正期望交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-09 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是onsemi既有制造足迹优化的一部分,正文未披露交易金额、利润影响或产能约束变化,不构成相对onsemi市值的短线重定价催化。
- Greatek Electronics虽将收购菲律宾Tarlac设施并签长期供货协议,但缺少收购价格、产能、订单量和利润贡献信息,无法证明对其短周期收入或利润有可交易增量。
主要风险
- 若后续披露该设施带来显著封测产能、长期订单金额或利润保障,Greatek Electronics的弹性判断可能需要重估。
- 当前仅凭单篇行业媒体正文无法量化交易规模和经济权益,不能把资产收购机械映射为做多。
原文全文
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이전 기사보기
다음 기사보기
onsemi to Sell Manufacturing Facilities in the Philippines and US
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스크롤 이동 상태바
Engineering
Deals with Greatek Electronics and Silex advance manufacturing footprint optimization
Minseob Lee
Published 2026.07.09 07:43
Reply 0
이 기사를 공유합니다
onsemi's facility in Arizona, US. (Photo: onsemi promotional video)
onsemi has signed definitive agreements to sell two manufacturing facilities in Tarlac, Philippines, and Mountain Top, Pennsylvania, the company announced on July 7. The move is part of the company's ongoing effort to optimize its manufacturing footprint.
The Tarlac facility will be sold to Taiwanese semiconductor packaging and testing company Greatek Electronics. onsemi said the transaction is expected to close within the next three to six months, subject to regulatory approvals and other customary closing conditions. The company has also entered into a long-term supply agreement with Greatek Electronics, allowing it to continue sourcing products from the site after the sale is completed.
The Mountain Top facility will be acquired by Swedish semiconductor company Silex Microsystems. onsemi said the transaction is expected to close in January 2028. The company plans to transfer production currently carried out at the Mountain Top site to its other manufacturing facilities.
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다음 기사보기
onsemi to Sell Manufacturing Facilities in the Philippines and US
Character Size Settings
가
The body content of the article will be changed to this letter size.
스크롤 이동 상태바
Engineering
Deals with Greatek Electronics and Silex advance manufacturing footprint optimization
Minseob Lee
Published 2026.07.09 07:43
Reply 0
이 기사를 공유합니다
onsemi's facility in Arizona, US. (Photo: onsemi promotional video)
onsemi has signed definitive agreements to sell two manufacturing facilities in Tarlac, Philippines, and Mountain Top, Pennsylvania, the company announced on July 7. The move is part of the company's ongoing effort to optimize its manufacturing footprint.
The Tarlac facility will be sold to Taiwanese semiconductor packaging and testing company Greatek Electronics. onsemi said the transaction is expected to close within the next three to six months, subject to regulatory approvals and other customary closing conditions. The company has also entered into a long-term supply agreement with Greatek Electronics, allowing it to continue sourcing products from the site after the sale is completed.
The Mountain Top facility will be acquired by Swedish semiconductor company Silex Microsystems. onsemi said the transaction is expected to close in January 2028. The company plans to transfer production currently carried out at the Mountain Top site to its other manufacturing facilities.
newstart@thelec.kr
View other news
Copyright © The Elec Inc. No unauthorized transfer and redistribution
Comments
Name
Password
Enter comments
0
/ 400
Submit
Sort the comments.
Newest
Recommended
Top Comments
Best comment
It is automatically exposed by adding up the number of replies and recommendations.
close
더보기
Delete comments
Deleted comments cannot be recovered.
Do you still want to delete it?
Delete
Modify the comments
You can modify comments only within 1 minute after writing.
Text
Modify
My comment
Most Read
1
Canada Set to Select Submarine Supplier as Hanwha Ocean Makes Final Push
2
LG Display Says AI-Driven Manufacturing and R&D Save More Than 200 Billion Won Annually
3
Samsung Electro-Mechanics to Invest 23 Trillion Won in Sejong and Busan Through 2040
4
Samsung SDI to Invest 25 Trillion Won in Next-Generation Battery Production in Ulsan and Cheonan
5
High-Purity CO2 Supply Tightens for Advanced Semiconductor Cleaning
6
Samsung SDI Supplies AI Data Center Battery Cells to Taiwan's Simplo Technology
7
Samsung, SK to Invest 800 Trillion Won in Four Semiconductor Fabs in Southwest Korea
8
Samsung Reaffirms 1.4nm Mass Production in 2029, Sets SF1.4+ for 2030
9
US Media: Samsung and Anthropic Discuss Collaboration on 2nm AI Chips and Advanced Packaging
10
HKC Lists on Shenzhen Main Board, Eyeing OLED Investments
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Samsung Electronics Posts Record 89.4 Trillion Won Operating Profit in Second Quarter
Samsung Electronics Delays Mass Production of CXL 3.1 Memory Modules
Is Meta's Cloud Plan Really a Sign of an AI Semiconductor Investment Bubble?
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