根据熟悉情况的人士透露，Value 在通过收购 Qorvo Inc. 获得 Skyworks Solutions Inc. 股权后，认为如果能够实现与竞争对手无线芯片制造商合并的目标，将有巨大上行空间。
Value, which just acquired a stake in Skyworks Solutions Inc. via its takeover of Qorvo Inc., sees big upside should it execute on the goals of its merger with the rival wireless chipmaker, according to people familiar with the matter.
知情人士称，Starboard 认为 Skyworks 在本月完成对 Qorvo 的收购后仍被低估，这些人士要求不具名，因为相关细节属于私人信息。
Starboard believes Skyworks remains undervalued after closing its purchase of Qorvo this month, said the people, who asked to not be identified because the details are private.
知情人士表示，Starboard 在该股票曾是活跃投资者时支持了 Qorvo 的交易，认为由于两家公司的产品组合互补，Skyworks 拥有巨大的增长机遇。
Starboard, which supported the Qorvo deal when it was an activist in that stock, thinks Skyworks has great growth opportunities given their complementary product portfolios, the people said.
知情人士称，Starboard 认为这是一笔引人注目的交易，其中包括在三年内实现每年 5 亿美元或以上成本节约的目标。该活跃投资者认为，市场尚未认识到潜在的成本节约，也未认识到管理层预测的在两到三年内将运营利润率提升至 30% 至 35% 的目标。
Starboard considers it a compelling deal, which includes a target of $500 million or more in annual cost savings within three years, the people said. The activist doesn’t think the market has recognized the potential cost savings, nor has it recognized management’s forecast of reaching operating margins of 30% to 35% in two to three years, they said.
史密斯预计将于 10 月 20 日在纽约举行的年度 13D Monitor 主动-被动投资者峰会上讨论此次最新投资，他将作为主讲嘉宾出席。Skyworks 的代表未能立即回应置评请求。
Smith is expected to discuss this latest investment at the annual 13D Monitor Active-Passive Investor Summit on Oct. 20 in New York, which he is headlining. A representative for Skyworks didn’t immediately respond to a request for comment.
Skyworks 去年同意收购 Qorvo，交易使合并后公司估值约为 220 亿美元，当时两家公司正面临苹果决定用自研组件替代第三方芯片导致的增长放缓。Skyworks 和 Qorvo 均生产用于智能手机通信以及非移动业务（如数据中心和战斗机）的微型电子芯片。
Skyworks agreed to buy Qorvo last year in a deal valuing the combined company at about $22 billion, as both companies grappled with slowing growth following Apple’s decision to replace third-party chips with homegrown components. Skyworks and Qorvo both make tiny electronic chips that are used for communication in smartphones as well as non-mobile businesses, such as data centers and fighter jets.
Skyworks 周五在纽约交易中上涨 0.8%，收于 79.70 美元，使公司市值约为 187 亿美元。该股过去一年上涨约 4.7%。
Skyworks rose 0.8% to close at $79.70 in New York trading Friday, giving the company a market value of about $18.7 billion. The stock has gained about 4.7% in the past year.
Starboard 在 2025 年进入 Qorvo，推动运营改进。为避免代理权争夺战，该公司同意将 Starboard 的管理成员兼研究主管 Peter Feld 加入董事会。
Starboard in 2025 took a stake in Qorvo, pushing for operational improvements. The company avoided a proxy fight by agreeing to add Starboard managing member and head of research, Peter Feld, to the board.
它帮助任命的两位高管仍然留在Skyworks董事会。他们分别是Marvell Technology Inc.总裁Chris Koopmans和前NXP Semiconductors首席执行官Rick Clemmer。
Two executives it helped appoint to the Qorvo board remain on the Skyworks board. Those are Chris Koopmans, president of Marvell Technology Inc., and Rick Clemmer, former CEO of NXP Semiconductors.
Starboard一直在瞄准全球一些最大的公司。根据Bloomberg Intelligence的数据，它最近在Shake Shack Inc.建立了新的持股，同时也在Dynatrace Inc.、CarMax Inc.和Lamb Weston Holdings Inc.保持活跃。
Starboard has targeted some of the world’s largest companies. It recently built a new stake in Shake Shack Inc. and is also active in Dynatrace Inc., CarMax Inc. and Lamb Weston Holdings Inc., according to data from Bloomberg Intelligence.