2025年3月6日 – 安森美（onsemi，美國納斯達(dá)克股票代號：ON）于美國時間3月5日披露了向Allegro MicroSystems, Inc. (以下簡稱"Allegro") （美國納斯達(dá)克股票代號：ALGM）董事會提交的收購提案的詳情，以每股35.10美元的現(xiàn)金收購Allegro的所有已發(fā)行普通股，按完全稀釋后的股本計(jì)算，對應(yīng)的隱含企業(yè)價值為69億美元。

在過去六個月中，安森美多次嘗試就潛在交易展開建設(shè)性討論。最新的提案于2025年2月12日提交給Allegro，相比2024年9月2日提交的最初每股34.50美元的提案有所增加。

 “我們相信，Allegro加入安森美將使雙方高度互補(bǔ)的業(yè)務(wù)融合，讓我們各自的客戶受益，并為Allegro的股東帶來即時價值。”安森美總裁兼首席執(zhí)行官Hassane El-Khoury表示，“Allegro團(tuán)隊(duì)在汽車和工業(yè)終端市場的磁傳感和功率IC領(lǐng)域建立了令人矚目的領(lǐng)導(dǎo)地位。Allegro獨(dú)特的產(chǎn)品組合與安森美差異化的智能電源和感知技術(shù)相結(jié)合，將共同打造汽車、工業(yè)及AI數(shù)據(jù)中心應(yīng)用領(lǐng)域的多元化領(lǐng)導(dǎo)者。”

El-Khoury 補(bǔ)充道：“雖然我們更希望與 Allegro 私下達(dá)成協(xié)議，但我們決定公開提案，因?yàn)槲覀兿嘈艃杉夜镜慕Y(jié)合將為雙方帶來諸多優(yōu)勢，這符合 Allegro 和 安森美股東的最佳利益。我們敦促 Allegro 董事會和管理團(tuán)隊(duì)與安森美管理團(tuán)隊(duì)就擬議的交易進(jìn)行誠摯的討論，以便為 Allegro 股東帶來最大化的價值。”

鑒于雙方在汽車和工業(yè)市場各自的優(yōu)勢，安森美與Allegro的合并將在戰(zhàn)略上形成天然的契合：

· 令人信服的戰(zhàn)略合理性，為客戶和員工帶來益處：Allegro的產(chǎn)品組合補(bǔ)足了安森美的智能電源與感知陣容，鞏固了安森美在汽車、工業(yè)及AI數(shù)據(jù)中心應(yīng)用的領(lǐng)先地位。合并將匯聚兩支強(qiáng)大的團(tuán)隊(duì)，共享創(chuàng)新文化，并在擴(kuò)大的組織內(nèi)獲得令人振奮的新發(fā)展機(jī)會。

· 為Allegro股東帶來即時和確定的價值：根據(jù)提案條款，安森美提出的每股 35.10 美元的全現(xiàn)金收購要約，與 2025 年 2 月 28 日（即有媒體報道安森美有意收購Allegro之前的最后一個交易日）Allegro 的收盤價相比溢價 57%。

· 明確的完成路徑和融資計(jì)劃： 安森美已經(jīng)組建了一支經(jīng)驗(yàn)豐富的顧問團(tuán)隊(duì)，準(zhǔn)備迅速高效地完成盡職調(diào)查，并協(xié)商達(dá)成雙方同意的最終協(xié)議。公司預(yù)計(jì)不會出現(xiàn)任何融資方面的意外情況，并打算利用已承諾的融資、手頭現(xiàn)金和現(xiàn)有循環(huán)信貸額度下的可用資金為這一潛在交易提供資金。

接洽歷史

安森美于2024年9月2日首次通過正式信函向Allegro提出全現(xiàn)金收購的潛在可能性，初始報價為每股34.50美元。隨后，在2024年12月10日，安森美又發(fā)出了一封后續(xù)信函，重申了其交易意愿，并尋求進(jìn)行盡職調(diào)查的途徑。之后，安森美又嘗試進(jìn)行了建設(shè)性的接觸，最近一次是在2025年2月12日提交了一封信函，將全現(xiàn)金報價提高至每股35.10美元，同時還強(qiáng)調(diào)了公司為與 Allegro 公司進(jìn)行有意義的接洽所做的諸多努力。

自2024年9月2日以來，安森美的要求始終如一：希望通過嚴(yán)謹(jǐn)?shù)墓芾韺娱g對話，以及進(jìn)行必要的盡職調(diào)查和監(jiān)管要求的范圍界定，來推動達(dá)成這一對股東而言極具價值的結(jié)果，以便迅速推進(jìn)交易的最終完成。

Forward-Looking Statements

This document contains statements that constitute “forward-looking statements” within the meaning of the federal securities laws. All statements other than statements of historical fact are forward-looking statements, including, without limitation, statements regarding onsemi’s current expectations, estimates, and projections about its industry, its business, or the proposed transaction with Allegro MicroSystems, Inc. (“Allegro”). We caution investors that any forward-looking statements are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in, or implied by, such forward-looking statements. Investors are cautioned not to place undue reliance on forward-looking statements.

Among the risks and uncertainties that could cause actual results or events to differ materially from those indicated by such forward-looking statements are the following: (1) the risk that the proposed transaction may not be consummated or may not be consummated in the expected timeframe, including the possibility that the parties may not reach a definitive agreement or satisfy closing conditions (such as regulatory or shareholder approvals); (2) the risk that the transaction could be less accretive than expected, or even dilutive, to onsemi’s earnings per share, and that anticipated cost synergies, revenue enhancements, or other expected benefits may not be fully realized or may take longer to materialize than anticipated; (3) the possibility that onsemi will incur significant transaction-related and other costs in connection with the proposed transaction, which may exceed current estimates, including unforeseen expenses or liabilities; (4) the risk that onsemi may fail to realize the expected benefits from the proposed transaction, including difficulties or delays in integrating the acquired business or operations that could result in additional costs, liabilities, or disruptions to current operations; (5) the risk that any announcements relating to, or the completion of, the proposed transaction could have adverse effects on the market price of onsemi’s stock, whether due to the transaction itself or general market volatility; (6) the risk of unforeseen liabilities or future capital expenditures arising out of the transaction; (7) adverse changes in global or regional economic, financial, political, or regulatory conditions—including geopolitical tensions, public health crises, or supply chain disruptions—that may negatively impact onsemi’s or Allegro’s operations; (8) challenges related to the execution of onsemi’s business strategy, including risks associated with research and development, product demand, and competitive pressures; (9) the risk that key personnel may depart or that onsemi may encounter difficulties in recruiting critical employees; (10) the possibility that any governmental or regulatory entity may delay, restrict, or impose adverse conditions on the proposed transaction; (11) the potential for litigation, regulatory investigations, or other legal proceedings that could incur significant costs, liabilities, or delays; and (12) other risks and uncertainties detailed in onsemi’s filings with the Securities and Exchange Commission (the “SEC”), including in Part I, Item 1A, “Risk Factors,” of onsemi’s Annual Report on Form 10-K for the fiscal year ended December 31, 2024 (filed with the SEC on February 10, 2025), and any subsequently filed Quarterly Reports on Form 10-Q or Current Reports on Form 8-K, and in other documents that onsemi may file from time to time with the SEC. Should one or more of these risks or uncertainties materialize, or should any underlying assumptions prove incorrect, actual results may differ materially from those expressed or implied by these forward-looking statements. onsemi undertakes no obligation to update or revise any forward-looking statements, except as required by law, and readers are cautioned not to place undue reliance on them, which speak only as of the date of this document.

Important Information for Investors and Security Holders

This document relates to a proposal by onsemi for a transaction to acquire Allegro. In furtherance of this proposal, and subject to future developments, onsemi may file one or more registration statements, tender offer statements, prospectuses, or other documents with the SEC. This document is not a substitute for any prospectus, tender offer statement, or other document that onsemi may file with the SEC in connection with the proposed transaction. Investors and security holders are urged to read the tender offer statement(s), registration statement(s), prospectus(es), and any other document(s) filed with the SEC carefully and in their entirety if and when they become available, because they will contain important information about the proposed transaction. Any definitive tender offer statement(s) or prospectus(es) (if and when available) will be mailed to stockholders of Allegro, as applicable. Investors and security holders will be able to obtain free copies of these documents (if and when available), and other documents filed with the SEC by onsemi, through the SEC’s website (http://www.sec.gov).

No Offer or Solicitation; Participants in the Solicitation

This document shall not constitute an offer to sell, or a solicitation of an offer to buy, any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful before registration or qualification under the securities laws of that jurisdiction. No offering of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act. This document is neither a solicitation of a proxy nor a substitute for any proxy statement or other filing that onsemi may make with the SEC.

關(guān)于安森美（onsemi）

安森美（onsemi, 納斯達(dá)克股票代號：ON）致力推動顛覆性創(chuàng)新，打造更美好的未來。公司關(guān)注汽車和工業(yè)終端市場的大趨勢，加速推動汽車功能電子化和汽車安全、可持續(xù)電網(wǎng)、工業(yè)自動化以及5G和云基礎(chǔ)設(shè)施等細(xì)分領(lǐng)域的變革創(chuàng)新。安森美提供高度差異化的創(chuàng)新產(chǎn)品組合以及智能電源和智能感知技術(shù)，以解決全球最復(fù)雜的挑戰(zhàn)，引領(lǐng)創(chuàng)造更安全、更清潔、更智能的世界。安森美位列《財(cái)富》美國500強(qiáng)，也被納入納斯達(dá)克100指數(shù)和標(biāo)普500指數(shù)。了解更多關(guān)于安森美的信息，請?jiān)L問：http://www.onsemi.cn。