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2. NVIDIA Expands Non TSMC Supply Chain
According to reports, NVIDIA is actively building a non TSMC CoWoS supply chain. It has been reported that Liandian has recently doubled its silicon intermediate layer production capacity, and its monthly production capacity will increase from the current 3 kwpm to 10 kwpm. Next year, the production capacity is expected to be on par with TSMC, significantly alleviating the pressure of oversupply in the CoWoS process. Nvidia stated that it has developed and certified production capacity from other suppliers in key processes such as CoWoS packaging. It is expected that supply will gradually increase in the coming quarters and will continue to collaborate with suppliers to increase production capacity.
3. Chuan Lian Fake chip will use Intel 18A technology
It is said that MediaTek is IFS's largest potential customer, and it is expected to use Intel 18A technology to produce chips as early as 2025, while packaging and testing will expand based on Intel's backend production capacity in the United States and Malaysia. In July 2022, MediaTek and Intel announced the establishment of a strategic partnership to manufacture chips using advanced IFS technology. The agreement aims to help MediaTek establish a more balanced and flexible supply chain by adding new outsourcing partners.
4. The price of magnesia products will be adjusted again
In terms of magnesia, due to a decrease in production, MPN's quotation has increased by about 2% -5%, and manufacturers have been maintaining inventory until the implementation of a new round of price increase measures. Therefore, it is expected that the original factory will adjust product prices this month. In addition, Magnolia has recently focused its production capacity on products that support electric vehicle applications, and the rise of the artificial intelligence laptop market is likely to lead manufacturers to reduce production of LPDDR5. According to the distributor's feedback, currently, Magnolia products are limited by shipping and debit terms, and the deduction period has been shortened from three months to one month.
5. Broadcom's $69 billion acquisition of VMware announced by UK regulatory authorities
On August 21st, British regulatory authorities announced that they had approved the $69 billion acquisition of VMware by American technology company Broadcom. This is the latest progress since Broadcom announced its acquisition of VMware in May last year, and it is also one of the largest technology acquisitions in history, second only to Dell's $67 billion EMC acquisition and Microsoft's $69 billion Blizzard acquisition proposal.It is reported that Broadcom stated in a statement welcoming the UK decision that the company has obtained legal merger permits in the EU, Australia, Brazil, Canada, Israel, South Africa, and will obtain foreign investment control permits in all necessary jurisdictions. Moreover, Broadcom is confident that its acquisition of VMware will be completed on October 30, 2023.
6. T-Mobile will lay off 5000 employees
According to CNN, T-Mobile announced on Thursday local time that it plans to lay off 5000 employees, accounting for approximately 7% of its total workforce, in the next five weeks.
According to the letter, T-Mobile is expected to notify employees who will be fired before the end of September. According to the securities documents submitted on Thursday, the company expects to incur $450 million in pre tax expenses related to layoffs in the September quarter.
Employees affected by this layoff will receive "competitive severance pay" based on their tenure, as well as accelerated stock ownership, access to career transition services, and other benefits.
The wave of layoffs in the global technology industry is still ongoing. Earlier this month, data from Jefferies and TrueUp showed that the technology industry has laid off 342671 employees so far this year, far higher than the 243075 employees for the entire year last year. In fact, due to the economic downturn in recent years, companies have been forced to cut costs and eliminate the personnel surplus caused by the pandemic, making the technology industry one of the earliest and most significant layoffs. In fact, since 2022, technology companies such as Facebook's parent company Meta, Twitter, and Amazon have laid off employees in response to issues such as poor economic conditions and rising costs.
7. Synopsys Announces Completion of Acquisition of German Software Company PickTec
Synopsys, an American company that manufactures semiconductor design software, recently announced that it has completed its acquisition of German software company PikeTec.
On the 23rd local time, Xinsi Technology announced on its official website that it has completed the acquisition of PikeTec GmbH, thereby strengthening its autonomous driving business. It is reported that PikeTec is one of the leaders in automotive software testing and validation solutions for control unit systems.
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