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孙正义女儿走到台前
投资界· 2025-12-27 08:13
孙正义女儿意外爆红。 本周,日本知名独角兽公司S p i b e r发布一份公告,让软银集团掌门人孙正义的女儿走到 台前。 川名麻耶,刚好出生于软银诞生那年,早年曾在高盛日本任职,也做过几年家庭主妇, 但从未有过在软银任职的经历。她的父亲孙正义,全球创投圈都并不陌生,这几年经历 大起大落,今年重回日本首富。 虽然孙正义放话,软银的接班人不会由血缘来决定。但这次川名麻耶之所以引发轰动, 或多或少是击中当下创投行业的交班话题。 孙正义女儿现身创投圈 根据公告,S p i b e r已与川名麻耶(Ma y a Kawa n a)签署业务支持相关协议。待协议生 效前提条件满足后,川名麻耶将于2 0 2 6上半年开展支持工作,发挥业务协同效应。 交 易 方 的 履 历 赫 然 写 着 : 川 名 麻 耶 是 " 孙 正 义 的 第 一 个 孩 子 " ( Bo r n a s t h e e l d e st c h i l d o f Ma s a y o s h i S o n)。 联想起接班一幕。 作者/余梦莹 杨文静 报道/投资界PEdaily " 我 的 参 与 不 以 I PO 或 并 购 为 目 标 , ...
藏了44年!孙正义长女突然公开身份,曾在高盛拼命4年,软银要变天?
Sou Hu Cai Jing· 2025-12-27 07:02
Core Insights - Spiber, a biotechnology company in Yamagata Prefecture, Japan, announced a business support agreement with Maya Kawanami, the eldest daughter of Masayoshi Son, marking her first public acknowledgment of her lineage [1][3] - The announcement has sparked speculation about whether Masayoshi Son is considering passing the reins to the next generation, especially as he approaches 70 years old [1] Company Overview - Spiber is currently facing significant financial challenges, with a reported loss of 29.5 billion yen and upcoming debt repayments of 36.2 billion yen, indicating a precarious situation [3] - Maya Kawanami has a background in investment banking, having worked at Goldman Sachs from 2004 to 2008, and later founded her own brand consulting company before taking over Spiber [3][5] Strategic Implications - Kawanami's public identity aims to reassure stakeholders that she is not seeking quick profits, which may also serve to clarify her intentions to the SoftBank Group [5] - The timing of her involvement is notable, as SoftBank has faced several investment setbacks in recent years, suggesting a potential need for new leadership and direction [5] - There are internal rumors that Masayoshi Son favors his younger daughter for succession, yet Kawanami's entry into the biotechnology sector, a field previously uncharted by SoftBank, raises questions about her ability to revitalize Spiber [5]
川名麻耶承认:我是孙正义女儿
根据Spiber发布的公告,其已与川名麻耶(Maya Kawana)签署业务支持相关协议。待协议生效前提条件满足后,川名麻耶将于2026年上半年开 展相关支持工作。 孙正义女儿自曝身份。 据智通财经,本周,陷入经营困境的日本生物科技独角兽Spiber披露了一份业务支持公告,引发亚洲创投市场关注:交易对象是软银集团创始 人、前世界首富孙正义的长女。 ▲川名麻耶 合作牵手日本独角兽公司 据智通财经,Spiber是日本少数几家"独角兽"(估值超过10亿美元)企业之一,主营业务是利用源自植物的人工蛋白生产生物纤维。由于日元走 软和美国严重通胀,公司在美国投资的中间材料工厂遭遇成本激增。2024年,公司在营业收入仅为4.14亿日元的情况下,录得295亿日元净亏 损。 公告中川名麻耶的简介显示:1981年4月,作为孙正义长女出生。 其他经历显示:川名麻耶2004年加入高盛日本,2008年加入青羽BBT,2017年加入Afiniti日本分公司。 2019年12月,她创立BOLD株式会社并担任CEO;2025年先后担任Design Future Japan和Ai ROBOTICS的外部董事。 川名麻耶强调,她公开背景使她能够 ...
川名麻耶承认:我是孙正义女儿
21世纪经济报道· 2025-12-26 14:52
记者丨 江佩佩 见习记者张嘉钰 编辑丨张楠 孙正义女儿自曝身份。 据财联社,本周,陷入经营困境的日本生物科技独角兽Spiber披露了一份业务支持公告,引发 亚洲创投市场关注: 交易对象是软银集团创始人、前世界首富孙正义的长女。 ▲川名麻耶 2019年12月,她创立BOLD株式会社并担任CEO;2025年先后担任Design Future Japan和Ai ROBOTICS的外部董事。 川名麻耶强调,她公开背景使她能够全身心投入,助力Spiber成长为全球生物创业领域的领军 企业。 在孙正义本人年近7旬的背景下, 这份公告也罕见提供了软银潜在继承人的信息。 公开资料显示,孙正义生于1957年,1978年就读加州伯克利大学期间与同学大野由美结婚。 1980年3月毕业后,拿着通过发明"多语种翻译机"卖给夏普公司的1亿日元回到日本,并于次年 合作牵手日本独角兽公司 根据Spiber发布的公告,其已与川名麻耶(Maya Kawana)签署业务支持相关协议。待协议生 效前提条件满足后, 川名麻耶将于2026年上半年开展相关支持工作 。 据财联社,Spiber是日本少数几家"独角兽"(估值超过10亿美元)企业之一,主营业务 ...
图数室丨回看2025,AI那些“封神”瞬间
Xin Lang Cai Jing· 2025-12-26 09:28
Core Insights - The year 2025 is marked as a transformative period for artificial intelligence (AI), transitioning from experimental concepts to practical applications in everyday life, signifying the "Year of AI for All" [2] Group 1: Major Developments in AI - DeepSeek launched its R1 model on January 20, 2025, creating a significant impact in the global AI community [4] - On February 17, xAI released its latest AI model, Grok 3, followed by the introduction of the Evo 2 AI biology model by a collaboration of institutions on February 19 [6] - Google unveiled its strongest reasoning model, Gemini 2.5 Pro, on March 25, the same day OpenAI introduced a native image generation feature based on the GPT-4o model [6] Group 2: Notable Events and Milestones - The first humanoid robot marathon was held in Beijing on April 13, with the humanoid robot "Tiangong" winning the race [6] - By July 2025, China had registered 433 large models that were operational [8] - The EU's AI Act came into effect in August, establishing the first comprehensive regulatory framework for AI globally [8] Group 3: Product Launches and Innovations - On May 22, Anthropic launched the Claude 4 series of large models, and on July 18, OpenAI released a new intelligent product called "ChatGPT Agent" [8] - In October, ByteDance's Volcano Engine released an updated version of the Doubao model, which became the first in China to support "tiered adjustment of thinking length" [10] - Google's "Solar Catcher" project was publicly announced on November 5, aiming to create space-based machine learning data centers [12]
【环球财经】东京股市小幅上扬 日经225指数涨0.68%
Xin Hua Cai Jing· 2025-12-26 07:57
新华财经东京12月26日电 日本东京股市两大股指26日小幅上扬。日经225种股票平均价格指数收盘涨 0.68%,东京证券交易所股票价格指数涨0.15%。 从板块来看,东京证券交易所33个行业板块多数下跌,有色金属、玻璃及土石制品、建筑业等板块跌幅 靠前;其他制品、信息及通信业、海洋运输业等板块上涨。 (文章来源:新华财经) 当天东京股市两大股指小幅高开。由于26日是股权登记日,部分着眼分红的投资者加大买入力度。在爱 德万测试、软银集团和东京电子等大盘科技股带动下,日经股指全天呈现小幅上扬态势。由于欧美股市 休市,市场整体缺乏方向感,东证股指午盘后段一度下跌。 至收盘时,日经指数涨342.60点,收于50750.39点;东证指数涨5.08点,收于3423.06点。 ...
日本组团搞存储,旨在干掉HBM
半导体行业观察· 2025-12-26 01:57
Core Viewpoint - Fujitsu is joining a project led by SoftBank to develop next-generation memory for artificial intelligence and supercomputers, aiming to revitalize Japan's memory production technology and position its companies among the world's top memory manufacturers [1][2]. Group 1: Project Overview - The newly established Saimemory company will coordinate the project, focusing on developing high-performance memory to replace current high-bandwidth memory (HBM) achieved through stacked DRAM chips [1]. - The project plans to invest 8 billion yen (approximately 51.2 million USD) to complete prototype development by the fiscal year 2027 and aims to establish a mass production system by the fiscal year 2029 [1]. - SoftBank will inject 3 billion yen into Saimemory before the fiscal year 2027, while Fujitsu and RIKEN will jointly invest about 1 billion yen [1]. Group 2: Technical Aspects - Saimemory aims to produce memory with a capacity two to three times that of HBM, with power consumption only half that of HBM, while maintaining similar or lower pricing [2]. - The project will utilize semiconductor technology jointly developed by Intel and the University of Tokyo, with production and prototyping in collaboration with Nikkon and Taiwan's Powerchip Semiconductor Manufacturing Corporation [2]. - Intel will provide underlying stacking technology, which allows for vertical stacking of chips, increasing the number of memory chips per device and reducing data transmission distances [2]. Group 3: Market Context - The demand for computing power in Japan is expected to grow over 300% by 2030 compared to 2020, driven by the rise of generative AI [2]. - Japan's semiconductor self-sufficiency is low, leading to risks of supply instability and price increases, with South Korean companies holding about 90% of the global HBM market share [2]. - The emergence of artificial intelligence is changing the industry landscape, with SoftBank building its own large data centers and Fujitsu developing CPUs for data centers and communication infrastructure, targeting practical applications by 2027 [3].
川名麻耶承认:我就是孙正义女儿!
Mei Ri Jing Ji Xin Wen· 2025-12-25 16:27
Group 1 - Spiber, a Japanese tech unicorn, announced a business support agreement with Maya Kawana, daughter of SoftBank Group Chairman Masayoshi Son, set to take effect in the first half of 2026 [1][3] - Maya Kawana has a notable background, including positions at Goldman Sachs Japan, Afiniti Japan, and founding BOLD Inc., emphasizing her commitment to Spiber's long-term growth rather than short-term capital gains [3][5] - The announcement provides rare insight into potential successors within SoftBank, as Masayoshi Son approaches his 70s and has previously kept family matters private [5][7] Group 2 - Masayoshi Son, born in 1957, founded SoftBank in 1981 after returning to Japan with 100 million yen from selling a multilingual translation machine [7] - Despite Maya Kawana's impressive resume, she currently holds no position within SoftBank, leaving her potential as a successor uncertain [5][7] - In 2022, Masayoshi Son announced his withdrawal from daily operations at SoftBank to focus on artificial intelligence [7]
孙正义长女亮相!合作牵手日本独角兽公司
一篇公告透露出软银集团的潜在接班人。 日本科技独角兽公司Spiber发布的一份公告显示,软银集团董事长孙正义的女儿亮相其中。 根据Spiber发布的公告,其已与川名麻耶(Maya Kawana)签署业务支持相关协议。待协议生效前提条件满足后,川名麻耶将于2026年上半年开展相关 支持工作。相关支持实施后,Spiber将继续借助与川名女士业务的协同效应,追求进一步的发展与价值创造。 在公告中,川名麻耶简介赫然写着:1981年4月,作为孙正义长女出生。其他经历报2004年加入高盛日本,2008年加入青羽BBT,2017年加入Afiniti日 本分公司,2019年12月:创立BOLD株式会社(BOLD Inc.),担任首席执行官;2025年先后担任Design Future Japan和Ai ROBOTICS的外部董事。 川名麻耶强调,她选择公开个人背景,旨在明确表明她与Spiber的合作基于长期视角,而非受首次公开募股(IPO)或企业并购(M&A)等短期资本收 益驱动。这使她能够全身心投入,助力Spiber成长为全球生物创业领域的领军企业,并为实现这一目标做出深思熟虑、及时有效的决策。 川名麻耶表示,吸引她关注S ...
日本的“AI大业”全靠疯狂砸钱?
Tai Mei Ti A P P· 2025-12-25 10:01
Group 1 - SoftBank is exploring potential acquisitions in the AI sector, including data center operator Switch, and previously considered acquiring Marvell Technology to merge with ARM for a stronger position in the AI semiconductor market [1][2] - The company has invested significantly in AI, with plans to invest up to $9 billion in AI projects by May 2024, and has invested in 335 AI-related companies through its Vision Funds [2][3] - Despite the substantial investments, there are concerns about the profitability of AI ventures, as many companies adopting generative AI have not yet seen significant returns [4][5] Group 2 - SoftBank's Vision Fund has faced significant losses, with a reported loss of ¥5.3 trillion (approximately $39.77 billion) in the fiscal year 2022, indicating a need to recover through AI investments [7][8] - The company aims to establish a comprehensive AI infrastructure, including AI chips, data centers, and robotics, amidst a growing demand for AI applications across various sectors [8][9] - Japan's AI development is lagging compared to other countries, with only 26.7% of the population having used generative AI, prompting SoftBank to play a crucial role in advancing Japan's AI initiatives [11][12] Group 3 - The global AI investment landscape is becoming increasingly competitive, with major companies like Microsoft, Meta, Amazon, Google, and Oracle significantly increasing their capital expenditures on AI [21][22] - Concerns about an AI bubble are rising, with a notable percentage of investors viewing AI-related stocks as overvalued, leading to caution in further investments [5][9] - The rising costs associated with AI infrastructure, particularly in Japan, are creating challenges for the industry, with data center construction costs increasing by 69% from 2021 to 2023 [19][20]