The board of directors of PCB and semiconductor equipment manufacturer Zhisheng (2467) today resolved to transfer the shares held by shareholders of Vision Automation Technology by issuing new shares. Each Vision share will be exchanged for 0.40665 ordinary shares issued by Chisheng. After the transaction is completed, Zhisheng's shareholding will increase from 20.7% to 75.06%, and Vision will become a consolidated statement subsidiary. The base date for the stock exchange is tentatively scheduled for January 4, 2027. Zhisheng said that this transaction aims to strengthen the integration capabilities of equipment software technology platforms and process equipment, and strengthen the overall competitiveness of the G2C+ alliance in the field of advanced packaging process equipment.
As AI, high-performance computing and heterogeneous integration drive the rapid evolution of advanced packaging, equipment competition no longer only depends on process accuracy, but also extends to software architecture, system integration, data management and long-term maintenance. TSMC proposed System Technology Co-Optimization (STCO), which emphasizes supply chain collaboration from the early stages of development and highlights the importance of modularization and parallel development of software and hardware. It has become an important condition for improving manufacturing efficiency and supporting advanced packaging mass production.
Chisheng said that G2C+ alliance members Chisheng, Junhao, Junhua and Dongjie each have different process expertise and face common software architecture, device communication and system integration requirements. Through Vision's reusable software modules, collaborative design in the early stages of development can be deepened in the future, and repeated development of basic functions can be reduced, allowing companies to focus more on process innovation and product differentiation, and deepen the layout of one-stop equipment solutions.
After joining the G2C+ alliance, Vision Technology will still maintain independent operations and customer services for existing equipment manufacturers, continue to expand business inside and outside the alliance, and fulfill information confidentiality and intellectual property rights obligations in accordance with individual cooperation agreements. Zhisheng hopes to use the complementary advantages of process equipment and software platforms to support the continuous upgrade of advanced packaging equipment in terms of performance, integration, information security and energy saving requirements, and strengthen long-term competitiveness. And establish a foundation for the long-term development of the G2C+ Alliance and Vision.
Vision Technology is a member of the SEMI 3DIC Advanced Packaging Manufacturing Alliance and participates in related work of the alliance. Industry requirements for equipment are expanding from control and communication to compliance verification, information security protection, energy-saving operation and continuous maintenance. The E187 equipment security verification system promoted by the Data Development Department and SEMI reflects that equipment software and information security management must be considered together in the design stage; energy-saving mode also involves equipment control logic and system integration. Vision Technology's long-term accumulation of machine control, equipment communication, and system integration technologies are highly relevant to the development direction of the industry.
Visual Motion has been deeply engaged in semiconductor process equipment software for more than 25 years. Based on the self-developed VMASK modular platform, it integrates PC/PLC control, motion control, human-machine interface, equipment data acquisition and SECS/GEM communication. The platform can expand functions according to different machine models and process requirements, support the development of new equipment, upgrade of existing equipment, and interface with the management systems of fabs and packaging and testing plants.
