Mayhwa Semiconductor Ltd, Room 2211, Dynamic World Building, Zhonghang Road, Futian District, Shenzhen (2026)

29/01/2025

ᵕ̈ Mayhwa❆ ᵕ̈︎. | The Year of the Snake brings a new look, life is as beautiful as poetry, career is on the rise, and family is happily reunited.

21/01/2025

【2025-01-21】Mayhwa reports for you
📈According to the latest media reports, Intel has become the acquisition target of "a certain company", and Tesla CEO Elon Musk is considered to be the potential acquirer of Intel in the rumor.
📈Spurred by this news, Intel's stock price rose sharply. On Friday, the US stock market soared nearly 10% during the day, reaching a high of $21.62, the highest level since December 6, 2024, and the increase was still 9.25% at the close.
📈The acquisition rumor was first reported by SemiAccurate, which said that it read an email about two months ago, saying that a company was trying to acquire the entire Intel.
📈Although SemiAccurate believes in the accuracy of the email, it took months to confirm the news. Last week, the media received direct confirmation from another high-level source, which increased the confidence in the authenticity of the plan from about 60% to more than 90%.
📈In addition, according to Business Insider, Citigroup revealed that Tesla CEO Elon Musk is considered a potential acquirer of Intel in the rumor.
📈According to the report, Citi analysts said in a report sent to clients that "SemiAccurate's paid report pointed out that Tesla CEO Musk is a potential buyer."
📈However, Citi analyst Christopher Danely is not optimistic about Musk's acquisition of Intel. He believes that this will be a "bad result" for Intel unless Intel can hire a CEO with specific conditions.

13/01/2025

【2025-01-13】Mayhwa reports for you
📈9th News In the past month, NXP Semiconductors (NXP) has successively acquired two automotive technology companies: TTTech Auto in Austria and AvivaLinks in the United States. Some analysts pointed out that these acquisitions may be part of NXP's long-term strategic layout, aiming to quickly expand its business scope and enhance competitiveness through mergers and acquisitions.
📈On January 7, NXP announced that it would acquire Austrian software car developer TTTech Auto for US$625 million in cash. TTTech Auto is a leader focusing on unique safety-critical systems and middleware innovations for software-defined vehicles (SDVs). Its solutions optimize performance, security, integration and software updates.
📈The solutions provided by TTTech Auto are essential to achieving high levels of autonomous driving. Through this acquisition, NXP can provide automakers with more complete system solutions and accelerate the commercialization of autonomous driving technology. 📈NXP executives said that through this acquisition, the company can combine its automotive hardware product portfolio with the world's leading safety software solution provider to better meet the needs of global automakers for software and hardware ecosystem integration. 📈On December 18, 2024, NXP announced the acquisition of US SerDes startup AvivaLinks for US$242.5 million in cash, and the acquisition is expected to be completed in the first half of 2025.
📈Aviva Links is a startup company focusing on the Automotive SerDes Alliance (ASA) technology. The asymmetric Ethernet equipment it develops can realize video and Ethernet communications in a single chip, thereby supporting high-bandwidth and low-latency vehicle interconnection needs. This technology is critical to the efficient operation of ADAS and IVI systems.
📈Analysts believe that Aviva Links and TTTech Auto have expertise in their respective fields (wireless communication and automotive network technology, respectively), and these technologies are complementary to NXP.
📈In terms of performance, NXP's third-quarter revenue fell 5.4% year-on-year to US$3.25 billion, slightly lower than analysts' expectations of US$3.26 billion. During the period, the automotive chip division's revenue fell 3% year-on-year to US$1.829 billion. The company expects fourth quarter revenue to be between $3 billion and $3.2 billion, implying a year-over-year decline of 6% to 12%

11/01/2025

【2025-01-08】Mayhwa reports for you
📈GlobalFoundries (GloFo), two giants in the semiconductor industry, and IBM recently reached a comprehensive settlement agreement and successfully resolved all legal disputes. IBM pointed out in its press release that "both parties are satisfied with the results."
📈This settlement is the result of many rounds of difficult negotiations and consultations. According to the agreement, the two parties reached a consensus on core issues such as intellectual property rights and trade secrets.
📈In 2014, GlobalFoundries acquired IBM's microelectronics business, including a 300mm wafer fab in East Fishkill and a 200mm wafer fab in Essex Junction, Vermont. After the acquisition, GlobalFoundries believed that it had obtained the exclusive right to disclose relevant technologies.
📈After that, a years-long legal dispute began:
📈In 2018, GlobalFoundries abandoned the development of 7nm FinFET technology. IBM claimed $2.5 billion from GlobalFoundries for violating its contract to produce chips for IBM. GlobalFoundries countersued in June 2021.
📈After selling its chip business to GlobalFoundries, IBM retained a semiconductor research center in upstate New York. In 2021, researchers at the laboratory released the world's first 2nm chip technology. In the same year, IBM signed a partnership with Intel to support the chipmaker's semiconductor development work. A few months later, IBM partnered with Rapidus to help the company mass-produce processors based on its 2nm technology.
📈In April 2023, GlobalFoundries sued again, claiming that IBM illegally disclosed chip intellectual property and trade secrets to Intel, Japan's Rapidus, etc., which should belong to it after the acquisition in 2015. At the same time, GlobalFoundries also said that IBM executives mentioned that the cooperation with Intel and Rapidus was based on decades of research conducted at the Albany Nanotechnology Center.
📈In the dispute, IBM's cooperation with Intel and Rapidus has attracted attention. Although Intel has its own process roadmap, it has fallen behind TSMC, Samsung and others in recent years. The cooperation with IBM may be to revitalize the manufacturing industry. IBM and Rapidus' collaboration is partially supported by the Japanese and US governments, relying on IBM's 2nm process

06/01/2025

【2025-01-06】Mayhwa reports for you
📈TSMC recently announced its price increase plan for January 2025 to cope with the growing demand for AI and the cost pressure of advanced process technology...
📈According to media reports, the leading chip foundry TSMC plans to adjust the price of 3nm, 5nm advanced processes and CoWoS packaging processes from January 2025.
📈Advanced processes will increase in 2025, with the highest increase of 20%
📈Among them, the price increase for orders for advanced process technologies such as 3nm and 5nm is between 3% and 8%, while the order increase for AI-related high-performance computing products may be as high as 8% to 10%. In addition, TSMC also plans to increase the price of CoWoS advanced packaging services, with an estimated increase of between 10% and 20%.
📈TSMC's third-quarter financial report shows that the 3nm and 5nm processes contributed 20% and 32% of the company's wafer sales in the quarter, respectively. This data highlights the importance of advanced process technology in TSMC's business. With the continuous expansion of the AI market, TSMC's CoWoS technology is also facing a situation of supply exceeding demand. At present, many companies including NVIDIA, AMD, Broadcom, Microsoft, Amazon and Google have great demand for CoWoS technology, of which NVIDIA's supply accounts for more than 50%.
📈In order to meet market demand, TSMC has planned to increase CoWoS production capacity from 36,000 pieces per month to 90,000 pieces, and further aims to reach 130,000 pieces by 2026. Despite this, demand still exceeds supply, and TSMC has to respond to capacity shortages by raising prices while coping with rising expansion costs.
TSMC Chairman Wei Zhejia once said that although the market generally believes that TSMC's prices are high, judging from the finished products received by customers, TSMC's prices and wafer quality are worth it, so TSMC has room to raise prices and hopes to implement it as soon as possible.
📈Although TSMC plans to raise prices for advanced process technology, in the field of mature processes, the company has adopted a profit-making strategy: giving about 5% foundry price discounts to large-scale wafer customers. This measure aims to maintain the company's competitiveness in the global semiconductor market, while reducing customers' cost burden and balancing market demand.

27/12/2024

【2024-12-27】Mayhwa reports for you
📈On the 26th, Japanese electronics manufacturer Sharp Corporation recently announced that it had reached an agreement with SoftBank Group to sell part of the land and facilities of its old LCD panel factory in Sakai City, Osaka Prefecture for 100 billion yen (about 4.66 billion yuan).
📈This transaction not only marks an important step for Sharp in asset restructuring and business transformation, but also heralds SoftBank's important layout in the field of artificial intelligence (AI).
📈Sharp's Sakai factory was once the world's leading LCD panel production base, but due to market changes and intensified industry competition, the factory stopped production in August this year. The land area sold this time accounts for about 60% of the entire factory, including about 450,000 square meters of land and a factory building with a construction area of about 840,000 square meters. Sharp said that through this sale, the company will accelerate the process of light assets and shift its business focus to a business structure centered on brand products such as home appliances, which will help Sharp maintain its competitiveness in the global home appliance market.
📈SoftBank Group plans to build a large-scale AI data center on this land to meet the growing demand for data processing. The data center is expected to be put into operation in 2026, with an initial power capacity of about 150MW, and plans to expand to more than 250MW in the future. SoftBank said that the data center will not only serve the AI research and development within the group, but also provide services to external users such as universities, research institutions and enterprises.
📈For Sharp, this sale can not only optimize the asset structure, but also use SoftBank's resources and capabilities to further expand its business in the fields of smart home and Internet of Things.
📈In the wave of global digital transformation, the cooperation between SoftBank and Sharp is of great significance. SoftBank's AI data center will provide strong infrastructure support for technological innovation in Japan and even the world, and will also bring new growth opportunities to Sharp. The cooperation between the two parties will accelerate the implementation of AI technology in Japan and promote Japan to maintain its leading position in the global technology competition

26/12/2024

【2024-12-23】Mayhwa reports for you
📈It is reported that on the 20th local time, the German Volkswagen Group negotiated with union representatives to reach an agreement that avoided factory closures and layoffs due to operational reasons.
📈Volkswagen's union said on Friday that Volkswagen agreed to keep its 10 factories in Germany operating and restore the employment guarantee agreement until 2030.
📈In exchange, the workers agreed to give up some bonuses, reduce the number of interns who get permanent employment, and cut the production capacity of five factories by hundreds of thousands of vehicles.
📈Volkswagen said in a statement that it will lay off more than 35,000 people in Germany by 2030 and will cut the production capacity of German factories.
📈The statement pointed out that through this layoff, Volkswagen is expected to save 1.5 billion euros in labor costs each year by 2030. The agreement also made it clear that no German factories will be closed in the short term, but two of the smaller factories will stop car production and find other alternative uses.
📈It is reported that this is the fifth round of negotiations between Volkswagen and the union, which has lasted from the 16th to the 20th of this month.
📈Previous reports show that in order to save costs to cope with declining profits, the Volkswagen Group's board of directors announced in September that it hopes to close at least three factories in Germany, which will cause tens of thousands of employees to face unemployment. At the same time, management also plans to permanently reduce wages by 10%, which has aroused strong dissatisfaction among German auto workers.
📈In early December, nine Volkswagen factories and parts factories in Germany went on strike, and nearly 100,000 workers started a two-hour strike. The strike caused the assembly line to stop working, affecting the production of many Volkswagen models, and thousands of employees who came to protest gathered in Wolfsburg, Volkswagen's largest factory in Germany, to protest against wage cuts.
📈Volkswagen union representatives pointed the finger at management, saying that Volkswagen Group fell behind Chinese automakers and it was the fault of the millionaires at the top of Volkswagen Group, but management cut workers' wages to make them "take the blame"

25/12/2024

ᵕ̈ Mayhwa❆ ᵕ̈︎. | May the Holidays bring happiness and joy to you and your loved ones. Merry Christmas!

23/12/2024

【2024-12-20】Mayhwa reports for you
📈I really didn't expect that there was such a past between Bosch Group, the world's largest parts supplier, and CATL, the current world's largest power battery supplier.
📈According to reports, in the early days of CATL, an automotive customer introduced CATL to Bosch, hoping to establish a joint venture to produce power batteries together.
📈The reason for this is that CATL's former parent company ATL has rich experience in the field of consumer batteries and has supplied Apple, but CATL's weakness is that it is not familiar with automotive parts products, and it just hopes that Bosch can help.
📈However, Bosch did not realize the huge future market for new energy vehicles at the time. In its view, the power batteries of new energy vehicles will become standard components in the future, just like the No. 5 and No. 7 batteries purchased in supermarkets, and there are no high barriers; second, the cost of batteries is greatly affected by the fluctuations in the prices of upstream raw materials, and the cost is difficult to control.
📈Based on the above two reasons, Bosch gave up the proposal to establish a joint venture with CATL to produce power batteries. However, the subsequent situation can be said to be completely beyond Bosch's expectations. New energy vehicles are developing rapidly around the world. CATL has reaped the benefits and has become the world's largest power battery supplier. CATL batteries have also become the first choice and must-have for almost all high-end models, such as Rolls-Royce Shining, Mercedes-Benz G-Class Pure Electric, BMW i7, etc.
📈Data shows that this year CATL's global share is stable at 37%, which means that one out of every three electric vehicles in the world is equipped with CATL batteries.
📈At present, for every new energy vehicle sold, one less Bosch EFI is sold. Looking back now, it can be said that Bosch Group gave up a huge bonus at that time.

20/12/2024

【2024-12-11】Mayhwa reports for you
📈According to media reports, TSMC has started 2nm trial production at the Baoshan factory in Hsinchu, with a yield rate of 60%, exceeding TSMC’s internal expectations. In addition to the Baoshan factory, TSMC also plans to launch 2nm trial production at the Kaohsiung factory in the first half of next year.
📈It is understood that foundry mass production of chips requires a yield rate of 70% or higher. According to TSMC's progress, TSMC has time to increase the yield rate to mass production standards before 2nm mass production.
📈With the arrival of the 2nm era, its prices have also risen. It is reported that the price of TSMC's 2nm wafers has exceeded US$30,000. The current price of 3nm wafers is about US$18,500 to US$20,000. By comparison, the price of the 2nm process will be will be greatly improved.
📈It is worth noting that TSMC’s order quotation includes a variety of factors, which are related to specific customers and order volume. Some customers may have some discounts. US$30,000 is a rough figure.
📈Public reports show that since TSMC released the 90nm chip in 2004, the wafer quotation at that time was nearly US$2,000. After the process technology evolved to 10nm in 2016, the quotation increased significantly to US$6,000. After entering the 7nm and 5nm process generations, the quotations exceeded 10,000 US dollars, and 5nm was as high as 16,000 US dollars, and this statistical price has not yet taken into account TSMC's 6% increase in 2023.
📈In October this year, Qualcomm and MediaTek’s flagship chips all switched to the 3nm process, and related terminals set off a wave of price increases. Semiconductor industry insiders predict that due to the high quotations of advanced processes and the high costs of chip manufacturers, the cost pressure will inevitably be passed on To downstream customers or end consumers.
📈It is worth noting that TSMC will use Gate-all-around FETs transistors for the first time at the 2nm process node. In addition, the N2 process can also be paired with NanoFlex technology, providing chip designers with flexible standard components.
📈Compared with the existing N3E process, it is expected that the performance of the N2 process will be improved by 10% to 15% at the same power, or the power consumption will be reduced by 25% to 30% at the same frequency, while the transistor density will be increased by 15%.

18/12/2024

【2024-12-17】Mayhwa reports for you
📈16th News Recently, one of Russia's largest military chip manufacturers, Angstrom-T wafer factory, declared bankruptcy this month due to its inability to repay huge debts...
📈Comprehensive media reports, one of Russia's largest military chip manufacturers, Angstrom-T wafer factory, declared bankruptcy this month due to its inability to repay debts of up to US$9.9 million (approximately RMB 72 million).
📈It is understood that Angstrom-T was established with the ambition of the Russian government to develop internationally competitive microchip production capabilities to meet the needs of domestic and foreign markets. The factory was established in 2007 and is known as the "Russian Silicon Valley". It is managed by former Minister of Communications Leonid
Reiman, who has a close relationship with Russian President Putin.
📈At the beginning of its operation, Angstrom-T received a $1 billion government grant and an 815 million euro credit line from VEB Bank to develop and manufacture products such as processors, smart cards and electronic passports. However, due to financial difficulties and insufficient funds, Angstrom-T gradually fell into trouble and was unable to repay the huge loan. By January 2019, VEB Bank seized all the equipment and shares of the plant and filed for bankruptcy.
📈Nevertheless, Angstrom-T was transferred to the management of the state defense company Rostec to maintain a minimum chip production capacity and try to manufacture import-substituting products. But Russia's domestic chip market demand is limited and it is difficult to support its rapid development.
📈In addition, Angstrom-T has been under US sanctions since 2022 because it is engaged in the production of military navigation systems. Canada, Japan, Switzerland and Ukraine have also imposed sanctions on it, which further exacerbated the company's financial pressure.
📈Angstrom-T's bankruptcy is a loss for the Russian semiconductor industry. In the global semiconductor industry chain, Russia's position has become more marginalized. This incident highlights the challenges Russia faces in global technological competition and its vulnerability under international political and economic pressure. With the bankruptcy of Angstrom-T, Russia's position and influence in the global semiconductor industry will further decline

20/11/2024

【2024-11-20】Mayhwa reports for you
📈According to the latest report from Bloomberg, in order to lift Indonesia's ban on the sale of new iPhones, Apple has proposed to invest nearly $100 million in Indonesia, Southeast Asia's largest economy, within two years, an amount that is nearly ten times its previous investment. Previously, Apple's investment in Indonesia was only $10 million.
📈The Indonesian Ministry of Industry has asked Apple to adjust its investment plan and invest more resources in the research and development of smartphones in Indonesia to meet the requirement of at least 40% localization rate. This requirement is a prerequisite for Apple to sell iPhone 16 in Indonesia. In October, the Indonesian Ministry of Industry blocked the sales license of iPhone 16 on the grounds that Apple's local subsidiary PT Apple Indonesia failed to meet the requirement of local production of 40% of smartphone components (Extended reading: Indonesia bans the sale of iPhone 16, Apple Watch Series 10).
📈Currently, Apple does not have its own independent factory in Indonesia, but like most multinational companies, it cooperates with local suppliers to produce components or finished products. By increasing its investment in Indonesia, Apple hopes to have freer access to Indonesia's approximately 278 million consumers, more than half of whom are under the age of 44 and are enthusiastic about new technologies.
📈The Indonesian government said Apple had previously invested only 1.5 trillion rupiah in the country through the Developer Academy, less than the 1.7 trillion rupiah it had promised. The Indonesian government is open to Apple's additional investment, but is also concerned that such a heavy-handed approach could hinder other companies from expanding their businesses or establishing footprints in the region, especially those looking to shift operations from China. This could also affect the Indonesian government's goal of attracting overseas investment to develop the economy and fund policy spending.
📈In addition to Apple, Indonesia also banned the sale of Google Pixel and other models, also because these companies have insufficient investment in Indonesia

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