雷峰网独家获悉，通信测试厂商赛迈测控近期完成超亿元A轮融资。本轮融资由毅达资本、十月资本、元 禾厚望、元禾控股、南通科创集团和苏创投联合投资。公司此前的投资方包括美的资本、宏泰科技、金雨 茂物，万创投行担任长期财务顾问。 " 赛迈测控年均增速30-50%，广泛服务于卫星、无人机、5G芯 片等领域。 " 作者丨 姚单 编辑丨 余快 赛迈测控成立于2021年，创始团队拥有10年以上产业工作经验，核心技术成员来自NI、R&S、 Keysight、华为等半导体射频行业知名公司以及国内高级研究所。这家公司在成立第二年已实现盈利，年 均增速30-50%，广泛服务于卫星、无人机、5G芯片等领域。 据了解，2023年国内通用电子测量仪器市场规模约为410亿元，其中模块化测试测量设备规模约为80亿 元，预计到2028年中国电子测量仪器市场容量为600亿，模块化测试测量仪器市场容量超120亿元。 排名前5的海外厂商占据中国电子测量仪器市场50%的份额，分别是Keysight、R&S、安立、泰克和NI， 而中资背景产品国产化率不足30%。赛迈测控目前是国内首家面向全行业覆盖从直流到射频测试的国产模 块化仪表厂商，具有极高的国产替代 ...

Core Insights - The article discusses the "choice paradox" in the AI model and computing power industry, highlighting the challenges users face in selecting appropriate models amidst a plethora of options and varying performance metrics [2][7][10] - It emphasizes that high benchmark scores do not necessarily align with user needs, as different service providers may offer significantly different performance for the same model due to factors like aggressive quantization [8][10][11] - The article introduces AI Ping, a product developed by Qingcheng Jizhi, aimed at providing a systematic evaluation of different models and service providers, thereby helping users make informed decisions [3][12][17] Group 1: Industry Challenges - Users often struggle with the overwhelming number of options and the complexity of selecting the right model, which can lead to inefficiencies and increased costs for enterprises [2][10] - The performance of models can vary widely based on the service provider, with discrepancies in API service throughput and response times affecting user experience [8][9] - The article notes that the choice of model should be tailored to specific tasks, as different models excel in different areas, which complicates the selection process for users [10][11] Group 2: AI Ping and Its Functionality - AI Ping aims to act as a "Yelp for computing power," aggregating performance data and user habits to recommend cost-effective solutions [3][17] - The product's functionality includes both service provider routing and model routing, allowing users to select the best service and model based on their specific needs [13][17] - The development of AI Ping has involved extensive testing of various models and service providers to ensure accurate performance metrics and user satisfaction [14][19] Group 3: Market Dynamics and Future Directions - The article highlights the importance of data aggregation in improving model selection accuracy, which can lead to reduced costs for users and better resource utilization for service providers [3][17] - It discusses the evolving landscape of the AI Infra industry, emphasizing the need for continuous software and hardware integration to meet the growing demands of users [22][30] - The article concludes with a reflection on the future of AI Infra, suggesting that as long as model evolution and computing architecture continue to advance, the demand for AI Infra solutions will persist [26][30]

Core Viewpoint - AtomForm has successfully completed a new round of financing exceeding 100 million RMB, with total financing reaching several hundred million RMB, accelerating its commercialization process in the digital manufacturing equipment sector [4]. Group 1: Financing and Growth Strategy - The recent financing round was led by Chuhui Capital, Yipu Capital, and Sky Factory Venture Capital, indicating strong investor confidence in AtomForm's growth potential [4]. - The company aims to enhance its market expansion, production system construction, and new product planning, solidifying its technological barriers and commercialization capabilities in the next-generation digital manufacturing equipment field [4]. Group 2: Product Development and Market Positioning - AtomForm is building a comprehensive product matrix covering multiple processes, including FDM 3D printers, UV printers, and laser engraving equipment, while also developing its own consumables system [5]. - The company plans to fully penetrate the desktop manufacturing market by providing a "print anything" solution that integrates model ecology, material selection, and printing processes [5]. Group 3: Market Strategy and International Expansion - AtomForm is advancing its commercialization strategy in parallel in both European and American markets, as well as domestically [6]. - The company made its debut at the 2026 CES International Consumer Electronics Show, marking a significant step in its global presence, and has initiated a crowdfunding campaign for its Palette 300 product on Kickstarter [6].

Group 1 - Liu Wenning, former President of Greater China Business at Ecovacs, has transitioned to entrepreneurship focusing on the wearable device sector [2][4] - Liu Wenning joined ByteDance in the first half of 2025 as the market head of the Ocean team but left after less than a year to start his own venture [2][4] - The wearable device market is gaining traction, with various types such as rings, necklaces, headphones, glasses, and watches being utilized for health monitoring, recording, entertainment, and office applications [5] Group 2 - The AI hardware sector has become a hot investment area, with wearable devices particularly attracting capital market interest [5] - Many entrepreneurs from the ByteDance ecosystem are entering the AI application field, showing a level of enthusiasm comparable to that of DJI-related entrepreneurs [5]

Group 1 - Volkswagen plans to cut 35,000 jobs, including one-third of its executives, aiming to save €1 billion by 2030 through management restructuring and production platform integration [4][5] - The restructuring is a response to industrial slowdown, intense competition from China, and high tariffs, marking a significant shift towards a more agile and efficient operational model [5] - The core brand group will reduce its board members from 29 to 19 by summer 2026, with each brand having four board members responsible for key areas [4] Group 2 - A 32-year-old programmer died after being overworked, highlighting the extreme demands of the tech industry, where he was expected to be on standby 24/7 with a low base salary of around 3,000 yuan [7][8] - The incident has raised concerns about work-life balance and the pressures faced by employees in the tech sector, with reports of excessive workloads and a culture that blurs the lines between work and personal life [7][8] Group 3 - Alibaba's chip company, Pingtouge, is reportedly planning to go public, having developed a range of AI and storage chips since its establishment in 2018 [11] - The company has launched several products, including AI inference chips and SSD controllers, and is positioned to cover the entire data center chip stack [11] Group 4 - Domestic GPU company, Shanghai Suiruan Technology, has received approval for its IPO on the STAR Market, aiming to raise 6 billion yuan for AI chip development and industrialization [18] - The company has developed multiple generations of AI chips and is recognized as a leading player in China's cloud AI chip market [18] Group 5 - JD.com launched a gold phone case priced from 11,299 yuan, which sold out quickly, indicating strong consumer interest in luxury and investment products [14] - The product is marketed as a high-value item, combining aesthetics with investment potential, reflecting trends in consumer behavior towards luxury goods [14] Group 6 - Kimi, a company led by Zhang Yutong, plans to release a new model soon, having developed leading open-source models with minimal resources [16][17] - The company emphasizes efficiency and innovation in AI model training, having achieved significant advancements in processing speed and algorithm performance [17] Group 7 - Nvidia has overtaken Apple as TSMC's largest customer, accounting for approximately 13% of TSMC's total revenue, signaling a shift in the tech industry towards AI-driven demand [33] - TSMC is reportedly adjusting its supply priorities, increasing chip prices for Apple, which may impact Apple's future production capabilities [33] Group 8 - Apple is set to launch a new Siri chatbot in iOS 27, which will compete with other AI chat applications, integrating advanced features and potentially charging users for its services [35][36] - The new Siri will utilize a customized model based on Google's Gemini, enhancing its capabilities in natural language processing and task execution [36] Group 9 - Meta's Threads platform has surpassed 400 million monthly active users and will begin rolling out ads globally, leveraging AI for personalized advertising [42] - The introduction of ads aims to enhance user engagement and provide businesses with effective advertising solutions on the platform [42]

Core Viewpoint - The article discusses the anticipated success of the game "Arknights: End of the World," predicting it could achieve over 15 billion in revenue by 2026, although some insiders consider this estimate overly optimistic [5]. Group 1: Game Launch and Initial Reception - "Arknights: End of the World" successfully launched on January 22, 2026, after a long wait of over four years since the project was first demonstrated in 2022 [2][3]. - Early player engagement was strong, with many players sharing "graduation screenshots," indicating significant spending on core characters [3]. Group 2: Revenue Potential and Market Position - An experienced investor in the gaming sector believes that the game's quality could lead to a revenue exceeding 15 billion, while some insiders express skepticism about this optimistic forecast [5]. - The game is expected to capture a large market share in the second-tier gaming market in 2026, especially as other major developers lack strong new releases [5]. Group 3: Game Mechanics and Monetization - The game follows a traditional gacha model but is considered more player-friendly compared to competitors, as it does not mix character and equipment pools, allowing for higher control over spending [6]. - The main gameplay draws inspiration from Japanese RPGs, while the secondary gameplay involves factory-building mechanics, which may appeal to a niche audience [7]. Group 4: Operational Challenges - Initial operational issues were noted, including slow download speeds and payment processing problems, which affected player experience on launch day [8][10]. - A specific incident involved a Twitch streamer experiencing unauthorized charges due to payment system errors, highlighting the need for operational adjustments [12][14]. Group 5: Future Expectations - Despite the initial operational flaws, industry expectations for "Arknights: End of the World" remain high, with ample time for the project team to make necessary adjustments [16].

Group 1 - Major e-commerce platforms are using misleading data to confuse competitors, with top executives approving this strategy. Data access has been restricted to a few senior managers to prevent insider leaks [1] - A content giant has increased headhunter commissions to 18% to attract talent, offering competitive salaries starting from millions, particularly targeting young professionals [1] - Some food delivery platforms are criticized for making it difficult for merchants to opt-out of promotional activities, leading to increased financial burdens on small businesses [2] Group 2 - A cross-border e-commerce platform is focusing on the South Korean market, believing it to be more favorable than competitors, and plans to invest more seriously after previous attempts [2][3] - Internal issues are emerging within a major e-commerce company, with disputes over executive promotions and resource allocation becoming apparent as the organization grows [5] - An overseas e-commerce platform is rumored to be planning an IPO in 2027, with significant changes in leadership due to performance issues in the Indonesian market [6] Group 3 - A major e-commerce company is prioritizing compliance in the German market due to regulatory challenges, with a strong directive from upper management to improve performance [7] - The company is undergoing significant organizational changes, with many senior executives leaving as their stock options expire, leading to a shift in market responsibilities [8] - The company has decided to stop funding overseas managed businesses, emphasizing the need for profitability in these operations [8]

Core Viewpoint - The article discusses the entrepreneurial journey of Zhou Qi, who has founded a new company, Shenzhen Future Light Core Technology Co., Ltd., focusing on outdoor projector equipment, leveraging his previous experience in the smart projection category at JD.com [2][3]. Group 1: Entrepreneurial Background - Zhou Qi has previously worked at Aoki, JD.com, and Reckitt Benckiser, and has entrepreneurial experience [1]. - This is Zhou Qi's second entrepreneurial venture; he co-founded a men's grooming brand "Liran" in May 2019, which achieved nearly 200 million yuan in GMV in its first year [3]. Group 2: Market Opportunity - The demand for outdoor projector equipment has been increasing, suitable for outdoor camping, movie screenings, and activities, providing portable projection solutions [4]. - Portable projectors are becoming more popular as users prefer lightweight and compact devices for outdoor use, indicating a sustained rise in demand for outdoor projectors [4].

Key Points - The European Union plans to implement a ban on "high-risk suppliers," which Huawei has criticized as violating fair principles based on nationality [4][5] - DeepSeek has unveiled a new model called "Model 1," which is expected to be more efficient and suitable for edge devices [10][11] - Yu Minhong has launched a "retirement club" targeting individuals aged 50 to 75, offering low-cost experience classes [7][8] - iQIYI's CFO Wang Jun has resigned, with Senior Vice President Zeng Ying taking over as acting CFO [16][17] - Tesla's CEO Elon Musk has restarted the Dojo3 chip project, aiming for advancements in space AI [37][38] - Nvidia's CEO Jensen Huang expressed regret over selling Nvidia stock to buy a car for his parents, calling it the most expensive car in the world [39] - Vivo has maintained a leading position in the Indian smartphone market with a 23% share, significantly ahead of competitors [40][41]

Core Viewpoint - The Robotaxi industry is moving towards large-scale commercialization, with digital lidar technology expected to capture over 90% of the market share by 2026 [6][10][49]. Group 1: Robotaxi Development and Market Trends - The current development of Robotaxi emphasizes safety, with lidar being a crucial component for 24/7 operation [2][6]. - The transition from mechanical to solid-state and now to digital lidar is driven by the need for cost-effective and safe solutions for Robotaxi deployment [3][10]. - By 2026, the Robotaxi market is anticipated to experience significant growth, with a projected 3 to 5 times increase in market size [49][51]. Group 2: Technological Advancements in Lidar - Digital lidar technology is evolving, with features integrated into chips, enhancing performance and reducing costs [10][41]. - The company has successfully developed self-researched SPAD-SoC chips that have passed automotive-grade reliability certification, marking a significant milestone [4][10]. - The digital lidar products are designed to meet the high standards required for fully autonomous vehicles, ensuring safety and operational efficiency [30][41]. Group 3: Strategic Partnerships and Customer Engagement - The company has established deep partnerships with leading Robotaxi firms, providing tailored support and co-development to address specific challenges [4][20][25]. - The shift from retrofitting to front-mounted production models is crucial for scaling Robotaxi operations, aligning with market demands [16][50]. - The company has built trust with clients through proactive engagement and support, which has led to securing significant orders from major players like Didi and Baidu [6][27][52]. Group 4: Future Outlook and Industry Position - The company is confident in achieving over 90% market share in the Robotaxi lidar segment due to its technological advantages and production capabilities [6][10]. - The anticipated growth in the Robotaxi sector is supported by advancements in technology and favorable regulatory developments [49][51]. - The company aims to maintain its leadership position by continuously innovating and adapting to market needs, focusing on long-term partnerships rather than short-term profits [20][28].