Applied Materials buying Varian Semi for $4.9 billion
Chip tool maker Applied Materials
The deal values Varian at $63 per share, a 55 percent premium to its closing price on Tuesday. The company's stock jumped 51 percent to $61.25 in morning trading on Wednesday, while Applied Materials shares dipped less than 1 percent.
Buying Varian will boost Applied Materials' earnings per share within a year and save up to $60 million annually as the red-hot market for gadgets like Apple's
Varian makes ion implantation gear for making integrated circuits, or chips, found in all modern electronic gadgets. It is a complex process of implanting ions around which the structure of the chip is built.
Applied Materials does not currently offer ion implanters, Caris & Co analyst Ben Pang said.
Varian's presence in solar equipment outside of the semiconductor space should be a good fit for Applied Materials, he said. They paid for the company that has the right technology to be the market leaders for a number of years.
Spending on ion implanters accounts for up to 5 percent of the $35 billion wafer fab equipment market, Pang said.
The Varian deal comes a month after Texas Instruments'
Wednesday's deal, Applied's largest ever, will help the company corner a larger share of the fabrication market as a provider of technology for the makers of higher-performance chips, particularly for mobile applications with faster speeds and longer battery life.
Varian's technology could also extend into such markets as solar, display and light-emitting diodes, or LEDs, the companies said.
Intel, the leading chipmaker, has scheduled an announcement later on Wednesday, expected to relate to its new 22-nanometer production process due to start in November.
Varian, whose customers include GlobalFoundries, Hynix Semiconductor <000660.KS>, Intel
BOOSTER DEAL
Applied Materials expects the Varian purchase to add more than 8 percent to its earnings per share before special items in the first full year.
The company estimates savings from the acquisition at $50 million to $60 million annually, mostly from costs of materials, executives told analysts on a conference call.
We have a very strong and established global supply chain, and we think there's going to be value that comes out of leveraging that, Applied Materials Chief Financial Officer George Davis said.
The combined company would compete with ASML Holding N.V.
Applied expects to fund the deal with cash on hand and debt. It has secured a commitment for $2 billion, one-year bridge loan from JPMorgan Chase Bank
Credit Suisse
Varian will have to pay a termination fee of $147 million if it ends the deal, and if agreement fails to get antitrust approvals, Applied will have to pay $200 million, the companies said.
Shares of Applied Materials were down 0.6 percent at $15.15.
(Reporting by Himank Sharma and Saqib Iqbal Ahmed in Bangalore, Noel Randewich in San Francisco)
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