以下文章来源于西门子EDA ，作者SIEMENS 西门子EDA . 电子领域的创新步伐正在不断加快。为了让我们的客户能够加快推出改变生活的创新产品，并成为市场 的领导者，我们致力于提供世界上最全面的电子设计自动化 (EDA) 软件、硬件和服务组合。 在当今快速发展的科技时代，半导体行业正经历着前所未有的变革。随着汽车智能化、电动化 的不断推进，人们对车载影音娱乐、智能交互、智能驾驶提出了全新的需求，促进了座舱和智 驾芯片等汽车IC的发展与变革；与此同时，随着芯片制造工艺接近物理极限，传统的集成电路 在性能提升和功耗降低方面遇到了瓶颈，3D IC也迎来了快速发展，作为先进的封装技术通过 垂直堆叠多个芯片，提高芯片密度和性能，从而延续摩尔定律；此外，AI技术在芯片设计工具 上的应用也迎来了大发展，EDA工具的自动化、智能化能够加速设计过程，减少人为错误，提 高整体设计质量。 西门子EDA工具以其先进的技术和解决方案，在全球半导体设计领域扮演着举足轻重的角色。 本文将从汽车IC、3D IC和EDA AI三个方向，深入探讨西门子EDA工具如何助力行业克服技 术挑战，推动创新发展。 助力应对汽车IC革新的技术趋势与挑战 ...

跨国企业CEO点赞中国AI 用创新拥抱"中国速度"带来的机遇 央视网消息：2025年中国发展高层论坛正在北京举行，记者对参会的多位跨国企业CEO进行了独家采访。在现场，记者和跨国 企业CEO互动的过程中，有哪些新的发现？ 西门子公司总裁兼首席执行官博乐仁表示，速度非常快，且十分准确，给出的答案很好，DeepSeek是他日常喜欢使用的大模型 之一。 记者：我正在采访力拓集团CEO，中国观众可能对哪些话题感兴趣？请用英文列出五个问题。 人工智能：鉴于中国对铁矿石和其它矿产的巨大需求…… 在中国发展高层论坛会场内，关于人工智能的话题持续成为参会嘉宾关注的焦点。采访嘉宾，记者用了一个特别的方式。 记者：我将采访西门子公司博乐仁，中国观众可能对哪些方面感兴趣？列出3至5个问题。 人工智能：以下是中国观众可能感兴趣的一些话题，包括数字化转型…… 梅赛德斯-奔驰集团股份公司董事会主席康林松表示，近期，他们又看到了中国企业的创新实力，要实现长期增长目标，必须加 快创新步伐，提升采购和供应链的灵活性，以拥抱"中国速度"带来的机遇。 美中贸易全国委员会会长谭森表示，世界上最具创新力的两个经济体是美国和中国。这就是为什么他们有这么 ...

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 ↓ ↓ ↓ 西门子将开启全球大规模裁员！ 3月19日消息，西门子发布声明称，其数字化工业集团(DI)的自动化部门将裁撤约5600个工作岗位，智 能基础设施(SI)集团的电动汽车充电业务将裁撤约450个工作岗位。 西门子是总部位于德国的工业巨头，业务涉及工业、基础设施、交通和医疗等领域。官网显示，西门子 在全球拥有约31.2万名员工，这意味着此次裁员的比例约为2%。 这也是七年多以来西门子进行的最大规模裁员。2017年11月，西门子曾宣布全球裁员6900人，以应对发 电市场和大宗商品领域的结构性变化，主要涉及组织架构调整前的发电与天然气部门、发电服务部门， 以及过程工业和驱动部门。 此次西门子裁员的重灾区为旗下数字化工业集团。该集团在全球拥有6.8万名员工，本次裁员比例约为 8%。其中，在德国裁员2600人，占该集团总裁员数的46.4%。相关措施将在2027财年结束前实施。 西门子的电动汽车充电业务部门在全球雇佣了1300多名员工，超三分之一的工作岗位将受到本次调整的 影响，其中约250个在德国。相关措施将在20 ...

Group 1 - Siemens Group announced a global layoff of over 6,000 employees, with approximately 2,850 positions cut in Germany, to address challenges from weak demand in certain business sectors and enhance competitiveness [1] - The layoffs primarily affect the digital industries sector, specifically the automation business, which will see around 5,600 job cuts by the end of fiscal year 2027 [1] - The electric vehicle charging division will also reduce its workforce by about 450 employees by the end of fiscal year 2025 [1] Group 2 - Siemens has experienced a decline in orders and revenue in its automation business in the German market over the past two years due to weak demand [1] - Currently, Siemens employs approximately 312,000 people globally, with around 86,000 employees based in Germany [1] - The global workforce for the automation business is about 68,000, while the electric vehicle charging division has over 1,300 employees [1]

Core Insights - Siemens plans to cut over 6,000 jobs globally due to weak demand and increased competition, particularly in China and Germany [1][2] - The job reductions represent about 2% of Siemens's global workforce, primarily affecting the factory automation unit and a smaller portion in the electric vehicle charging business [2][4] Group 1: Job Cuts and Affected Units - Approximately 5,600 job cuts will occur in the automation business, which includes robotics and industrial software, with about half of these roles lost in Germany [4] - The vehicle charging business will see a reduction of 450 positions from a total of 1,300 employees worldwide by the end of the current financial year [5] Group 2: Market Conditions and Financial Impact - Demand in key markets, particularly China and Germany, is described as muted, leading to reduced orders and revenue in the industrial automation sector [2][6] - Siemens's earnings were negatively impacted by issues in the automation unit, with quarterly operating profit declining to 2.5 billion euros ($2.7 billion) from 2.7 billion euros a year earlier [4] Group 3: Strategic Focus and Future Plans - The company aims to strengthen future competitiveness and enable investments in growth markets through these job cuts [3] - Siemens plans to shift focus in its vehicle charging business towards fast-charging infrastructure due to limited growth potential for low-power charging stations [5]

Core Insights - Siemens plans to invest $285 million in manufacturing in the United States, including two new facilities in California and Texas [1][4] - The total investment by Siemens in the U.S. will exceed $100 billion over the last 20 years, with this year's investment contributing significantly to that figure [2][3] - The new facilities are expected to create over 900 skilled manufacturing jobs and will support various sectors, including commercial, industrial, and construction [4] Investment Details - The recent investment marks more than $10 billion in total investments in the U.S. by Siemens [2] - The two new manufacturing facilities will be located in Fort Worth, Texas, and Pomona, California [4] - The equipment produced will also support AI data centers, enhancing America's capabilities in artificial intelligence [4] Leadership Statements - Roland Busch, president and CEO of Siemens AG, emphasized the company's belief in the strength of America's industry and the importance of innovation [3] - The announcement coincides with significant investments from other companies, such as Taiwan Semiconductor Manufacturing Co., which plans to invest an additional $100 billion in the U.S. [3]

Group 1 - Siemens shares experienced a significant increase of over 8% following news of a new infrastructure program in Germany, outperforming the S&P 500's 1.2% rise [1] - The political landscape in Germany is shifting after recent elections, with potential governing coalition partners negotiating economic measures [2] - A key proposed measure is the easing of the "debt brake," which would allow the German government to increase borrowing for spending [3] Group 2 - The proposed measures include a substantial 500 billion euro ($527 billion) infrastructure fund, aimed at enhancing spending on defense and infrastructure [4] - The current government coalition is likely to have a better chance of passing these measures due to the required two-thirds majority in parliament [5] - Siemens is well-positioned to benefit from these initiatives, given its involvement in both defense and infrastructure sectors, ensuring it is likely to secure contracts [6]

Core Insights - Siemens experienced a stock price increase of over 1% following its latest earnings release, outperforming the S&P 500 index on that day [1] Financial Performance - Siemens reported a 3% year-over-year revenue increase in Q1 of fiscal 2025, totaling 18.4 billion euros ($19.2 billion) [2] - Orders increased across all industrial segments except for Mobility, leading to an overall 7% decline in total orders to slightly more than 20 billion euros [2] - The company's net income surged by 52% to nearly 3.9 billion euros, equating to 4.86 euros per share, compared to 2.5 billion euros in Q1 of fiscal 2024 [3] - Consensus analyst estimates for revenue were slightly above 18 billion euros, while the foundational industrial segment was estimated at 2.4 billion euros, with Siemens reporting 2.5 billion euros [3] Analyst Reactions - Following the strong quarterly performance, analysts raised their price targets for Siemens stock, with Morgan Stanley's Max Yates increasing his target to 240 euros per share and RBC Capital's Mark Fielding raising his target to 245 euros [4] - Both analysts maintained their buy recommendations for Siemens stock [4] Strategic Outlook - CEO Roland Busch indicated that Siemens is positioned to thrive despite current politically motivated tariff regimes and potential countermeasures [4]

Financial Data and Key Metrics Changes - Group orders reached €20.1 billion, which is 8% below the prior year, with a book-to-bill ratio of 1.09% [8][11] - Revenue growth for the group was 3%, with strong contributions from Mobility and Smart Infrastructure [11][12] - Earnings per share pre-PPA reached €2.22, and free cash flow was €1.6 billion [14][53] Business Line Data and Key Metrics Changes - Digital Industries (DI) orders were €4.2 billion, 6% above the prior year, with a book-to-bill of 1.04% [29] - Automation revenue in DI was down 19% to €2.7 billion, while the software business grew by 15% [33] - Smart Infrastructure saw orders up 5% to €6.2 billion, driven by a 10% growth in the electrification business [41][42] Market Data and Key Metrics Changes - The Americas region saw a 17% increase in revenue, while EMEA was flat and Asia/Australia was down 4% [12] - Orders in China increased sharply by 14% year-over-year, indicating a recovery in that market [37] - Revenue growth in the U.S. was particularly strong at 20%, driven by data center demand [46] Company Strategy and Development Direction - Siemens aims to position itself as a "ONE Tech Company" with a focus on customer-centricity and profitable growth, highlighted by the acquisition of Altair [18][19] - The company is enhancing its leadership in sustainability, with significant reductions in CO2 emissions and contributions to customer decarbonization [15][16] - Siemens is leveraging AI to improve decision-making and productivity across its industrial sectors [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving fiscal 2025 guidance despite ongoing macroeconomic uncertainties and destocking challenges [55][110] - There are expectations for improving trends in the second half of fiscal 2025, particularly in automation and software sectors [38][112] - The company is closely monitoring tariff disputes and their potential impact on the macro environment [39][120] Other Important Information - Siemens Healthineers is expected to ramp up synergies following a significant investment, with no immediate plans for deconsolidation [78][82] - The company reported a €2.1 billion gain from divesting Innomotics, strengthening its liquidity position [52][54] - Free cash flow performance was strong, with a focus on maintaining double-digit cash returns for the fiscal year [53][134] Q&A Session Summary Question: Insights on Software Business Orders - Management acknowledged a strong first quarter in the EDA business but indicated that this level may not be sustainable in the following quarters [62][64] Question: Clarification on Healthineers Stake - Management confirmed that decisions regarding Healthineers will be made thoughtfully, with a strategy update expected at the Capital Markets Day [78][82] Question: Dynamics of DI Margins - Management noted that while software profitability was strong in the previous year, it is expected to normalize, with a focus on maintaining margins [90][92] Question: Confidence in DI Growth Guidance - Management expressed high confidence in achieving growth guidance, citing early signs of recovery in new orders, particularly in automation [110][112] Question: Free Cash Flow Dynamics - Management highlighted strong free cash flow performance driven by advanced payments, particularly in the data center business [130][134]

Company Performance - Siemens AG shares increased by 3.6% to close at $106.90, with a notable trading volume compared to normal sessions, and a total gain of 4.5% over the past four weeks [1] - The company is expected to report quarterly earnings of $1.05 per share, reflecting a year-over-year decline of 34.4%, with revenues projected at $18.7 billion, down 5.7% from the previous year [4] Recent Contracts and Projects - Siemens secured a $24.3 million contract for the electrification of the Sivok-Rangpo rail line in India, utilizing advanced technologies such as a rigid overhead catenary system and predictive maintenance solutions [2] - Siemens eMobility was chosen as the technology partner for two significant electric vehicle charging infrastructure projects in Italy, collaborating with Autolinee Toscane for 73 charging points and with IPLANET for 120 locations featuring 300-400 kW Siemens chargers [3] Earnings Estimates and Market Position - The consensus EPS estimate for Siemens has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5] - Siemens holds a Zacks Rank of 3 (Hold), indicating a neutral outlook in the market [5]