Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 0.59%, Nasdaq down 0.28%, and S&P 500 down 0.48% [1] - Chinese concept stocks showed mixed performance, with Fangdd up over 10%, while Douyu, NIO, and Li Auto fell over 2% [1] Employment Data - U.S. non-farm payrolls for August recorded only 22,000 jobs added, significantly below the market expectation of 75,000 [2] - Previous months' data were revised down, indicating a notable cooling in the labor market [2] Technology Sector Developments - Major U.S. tech companies are actively courting President Trump to secure policy benefits, with several CEOs expressing gratitude and reaffirming investment commitments [3] - The U.S. Department of Justice has launched a criminal investigation into Federal Reserve Governor Lisa Cook regarding potential false information in mortgage applications [4] Regulatory Changes - Nasdaq has introduced new regulations requiring companies planning to issue new shares for cryptocurrency purchases to obtain shareholder approval first, ensuring investors are well-informed about the company's strategy [5] Company News - Tesla has proposed a new ambitious compensation package for CEO Elon Musk, which could potentially make him a trillionaire if fully realized [6] - Media reports of Nvidia planning to acquire MediaTek for $73 billion have been denied by MediaTek, clarifying that the rumors are not true [7] - Apple has achieved record annual sales of nearly $9 billion in India, reflecting a 13% increase from the previous year's $8 billion, driven primarily by iPhone sales [8]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 在此之前，英伟达曾于 2022 年尝试以 400 亿美元收购 Arm，却因监管机关以垄断疑虑否 决，最终无疾而终。若真要收购联发科，恐将面临相同的挑战。 2025 湾区半导体产业生态博览会(深圳) ICTOR ECOSYSTEM EX 湾芯展 WESEMIBAY 海芯 展 桃 商 2025.10.15 10.17 深圳会展中心(福田) 展览面积 60000 m² 参展企业 600+ 专业观众 60000+ 峰会论坛 20+ 国芯网 邀 请 您 参 加 INVITATION 立即扫码预登记 ****************EИD**************** 半导体公众号推荐 9月5日消息，英国媒体 Techradar 称，联发科与英伟达合作开发 GB10 超级芯片，双方技 术高度互补、合作关系紧密，也让外界猜测英伟达可能考虑以 730 亿美元收购联发科。对于 市场上的收购传闻，联发科方面今日回应第一财经称"不是真的"。 投稿 或 商务合作 请 联系 iccountry 半导体论坛百万微信群 加群步 ...

Core Viewpoint - The article discusses the rumors surrounding NVIDIA's potential acquisition of MediaTek for approximately $73 billion, which MediaTek has denied as untrue [2]. Group 1: Acquisition Rumors - MediaTek has publicly refuted rumors of a $73 billion acquisition by NVIDIA, stating "not true" in response to market speculation [2]. - The speculation was fueled by NVIDIA's announcement of a collaboration with MediaTek on the GB10 super chip, highlighting the close technological partnership between the two companies [2]. Group 2: GB10 Super Chip Details - The GB10 super chip combines MediaTek's CPU and memory design with NVIDIA's Blackwell GPU, featuring 20 Arm v9.2 CPU cores, 31 TFLOPs FP32 performance, and up to 128GB LPDDR5X unified memory, utilizing TSMC's N3 process [2]. - The launch of the GB10 chip has been delayed from its original schedule of July 2025 [2]. Group 3: Regulatory Challenges - Large acquisitions face significant challenges, as evidenced by NVIDIA's failed attempt to acquire Arm for $40 billion in 2022 due to regulatory concerns [3]. - If NVIDIA were to pursue MediaTek, it would likely encounter strict regulatory scrutiny, particularly from the Taiwanese government, which may oppose the acquisition of a key semiconductor company by a U.S. firm [3].

此前，英伟达官方公开了与联发科共同开发的GB10超级芯片细节，引发市场对英伟达可能以730亿美元 收购联发科的猜测。 9月5日，对于市场上的收购传闻，联发科方面对第一财经做出辟谣。 "不是真的。"联发科方面表示。 ...

Core Viewpoint - Media speculation regarding NVIDIA's potential acquisition of MediaTek for $73 billion has been officially denied by MediaTek, stating "It's not true" [1] Group 1 - MediaTek refuted rumors of an acquisition by NVIDIA [1] - The speculation arose after NVIDIA revealed details about the GB10 super chip developed in collaboration with MediaTek [1]

此前，英伟达官方公开了与联发科共同开发的GB10超级芯片细节，引发市场对英伟达可能以730亿 美元收购联发科的猜测。 9月5日，对于市场上的收购传闻，联发科方面对第一财经做出辟谣。 "不是真的。"联发科方面表 示。 ...

Group 1 - Media reports speculated that NVIDIA might acquire MediaTek for $73 billion following the announcement of their collaboration on the GB10 super chip [1] - MediaTek officially denied the acquisition rumors, stating "It's not true" [1]

另外，英伟达现阶段早已转型成AI 基础建设公司，公司核心能力从芯片端走向系统端，合作的供应链也从过往的晶圆厂、封测厂，扩大至散热厂、PCB 厂， 产业生态链早已不尽相同，若收购联发科恐对英伟达在系统端的效益相对有限。 综合来看，虽然联发科与英伟达在GB10 超级芯片上展现紧密合作，外界对于收购传言议论纷纷，但在价格、地缘政治、监管机关与收购综效来看，英伟达要 真正开口启动收购的机率相对渺茫。 英国媒体 Techradar 报道，联发科与英伟达合作开发超级晶片GB10，双方技术高度互补、合作关系紧密，也让外界猜测辉达可能考虑以730 亿美元（折合 5213.44亿人民币）收购联发科。 对此传言，公司不予回应，业界则认为，此为臆测，不仅并购价格过低，还需面临监管机关的严格审查，包括中国台湾与中国大陆都不太可能放行，加上英伟 达现阶段已经转型为AI 基础建设公司，逐步从芯片端走向系统端，若收购联发科对系统端的效益相对有限。 外媒指出，GB10 结合联发科CPU 及存储设计能力与英伟达GPU 设计优势，英伟达借助联发科在系统级芯片(SoC) 方面的经验，已经向外界展示如何将其 Blackwell GPU 与业界标准介 ...

Core Viewpoint - Media reports indicate that MediaTek, a leading IC design company in Taiwan, is expected to distribute employee bonuses totaling approximately 13.5 billion TWD for the first half of the year, reflecting a 24% increase compared to the previous distribution in February [2] Group 1: Employee Bonuses - The estimated total amount for this bonus distribution is around 13.5 billion TWD, with an average of approximately 1.13 million TWD per eligible employee, which is a return to over a million TWD per person [2] - The actual bonus amount each employee receives will vary based on performance evaluations and other criteria, meaning some employees may receive more or less than the average [2] - MediaTek's employee bonuses are linked to the company's pre-tax earnings, with estimates suggesting that bonuses account for about 20% of these earnings [2] Group 2: Financial Performance - MediaTek's pre-tax earnings for the first half of the year are approximately 67.78 billion TWD, an increase of about 13.1 billion TWD compared to the previous half [2] - The highest total bonus distribution in recent years occurred in the first half of 2022, exceeding 15 billion TWD [3] Group 3: Business Growth - MediaTek's mobile chip business remains strong, with projected revenue from flagship mobile chips expected to reach 3 billion USD, reflecting a year-on-year growth rate of over 40% [4] - The company is also focusing on non-mobile business growth, particularly in data center ASIC design services, with a target of achieving over 1 billion USD in annual revenue from ASIC chips [3][4] - Collaborations with NVIDIA on the GB10 super chip are anticipated to yield significant revenue growth, with expectations of over 80% increase this year, reaching around 1 billion USD [4]

Core Viewpoint - Nvidia's N1X SoC is positioned as a consumer-grade ARM SoC for laptops and potentially desktops, showcasing strong GPU performance despite being an early engineering sample [4][10]. Summary by Sections N1X Specifications - The N1X features a 20-core CPU configuration divided into two 10-core clusters based on Nvidia's Grace architecture [4]. - It includes 48 streaming multiprocessors (SM), equating to 6144 CUDA cores, matching the desktop GeForce RTX 5070 [4]. Performance Insights - The N1X operates at a base frequency of 1.05 GHz, achieving an OpenCL score of 46,361, comparable to the RTX 2050 [5]. - The performance is limited by the early prototype's typical power consumption and frequency constraints, as well as the use of shared LPDDR5X memory instead of dedicated GDDR memory [5]. Competitive Landscape - Despite its limitations, the N1X's integrated GPU (iGPU) surpasses all modern integrated GPUs, including Apple's M3 Max and AMD's 890M, which scored around 37,500 in similar benchmarks [9]. - Nvidia's strategy appears to blend Blackwell GPU cores with ARM-based CPU clusters to balance AI performance, gaming, and efficiency, akin to AMD's Strix Halo and Apple's M series chips [9]. Future Prospects - The N1X is rumored to launch in Q1 2026, potentially aligning with a new wave of AI-focused Windows laptops [10]. - If Nvidia delivers the necessary features and bandwidth, the N1X could challenge x86 giants like AMD and Intel in high-performance laptops and encroach on Apple's dominance in the high-end AI laptop market [10].