BLACK SESAME (02533) opened over 3% higher, rising 3.4% to HK$20.1 by the time of writing, with a turnover of HK$2.1587 million. The company announced its intention to acquire Zhuhai-based edge AI chip firm Yizhi Electronics through a combination of equity purchase and capital injection, with an estimated total cost of RMB 400-550 million. Upon completion, Yizhi Electronics' financial results will be consolidated into BLACK SESAME's statements. The transaction is expected to close in Q1 2026. Public information shows that Yizhi Electronics is a system solution provider specializing in self-developed edge/end-side AI SoC chips, with core competitiveness in building a complete technological loop from underlying IP to upper-layer algorithms. The company has developed three product series—SA, SH, and SV—precisely targeting applications in smart security, automotive intelligence (e.g., ADAS/DMS), and consumer electronics.
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