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西门子第二财季营收超过预估
news flash· 2025-05-15 05:09
Group 1 - Siemens reported Q2 revenue of €19.76 billion, a year-over-year increase of 6.9%, exceeding the forecast of €19.27 billion [1] - The net profit for Q2 was €2.25 billion, reflecting an 11% year-over-year growth [1] - Q2 orders totaled €21.64 billion, up 9.9% year-over-year, surpassing the expected €20.45 billion [1] Group 2 - The free cash flow for Q2 was €1.00 billion, a decline of 25% year-over-year [2]
西门子EDA招聘:原型验证应用工程师
傅里叶的猫· 2025-05-14 14:32
Core Insights - Siemens EDA is a global leader in Electronic Design Automation software, enabling faster and more cost-effective development of innovative electronic products [1] - The company emphasizes the importance of diversity and equality in its workforce, with over 377,000 employees across more than 200 countries [4] - Siemens Software offers flexible working arrangements and a comprehensive benefits package, including competitive salaries and private healthcare [5] Responsibilities - Conduct FPGA-based ASIC prototype bringup by porting ASIC RTL code to proFPGA platforms, collaborating with hardware and software teams for system integration [6] - Optimize FPGA resource utilization and timing performance to resolve technical bottlenecks, integrating high-speed interface modules [6] - Explore FPGA applications in AI acceleration, 5G communication, and autonomous driving while innovating prototyping methodologies [6] Qualifications - A Bachelor's or Master's degree in electrical engineering, Computer Science, or related fields is required, along with 3+ years of FPGA experience [6] - Proficiency in Verilog/VHDL and familiarity with complex logic design, as well as experience with tools like Vivado or Quartus [6] - Strong analytical problem-solving abilities and customer-oriented skills are essential, with limited business travel expected [6]
Siemens leverages AI to close industry's IC verification productivity gap in new Questa One smart verification solution
Prnewswire· 2025-05-13 13:52
Core Insights - Siemens Digital Industries Software has launched the Questa™ One smart verification software portfolio, which integrates AI, connectivity, and a data-driven approach to enhance the Integrated Circuit (IC) verification process and improve engineering productivity [1][2] Product Features - Questa One offers faster engines and requires fewer workloads, supporting complex designs from IP to System-on-a-chip (SoC) and was developed with advanced 3D-ICs and chiplet-based designs in mind [3] - The solution transforms IC design from a reactive process to an intelligent, self-optimizing system, utilizing AI-powered automation and predictive analytics to accelerate verification cycles and reduce manual effort [5][12] - Key technical breakthroughs include: - Coverage Acceleration software achieving coverage goals 50x faster than traditional methods [6] - DFT Simulation Acceleration software delivering 8x faster gate-level design for test simulations [6] - Fault Simulation Acceleration software providing 48x faster performance [6] - Stimulus Free Verification software reducing processing times from over 24 hours to under 1 minute [6] Industry Impact - The Questa One solution addresses the verification productivity gap in the IC industry, which is challenged by increasing design complexity and a talent shortage [4] - Early adopters, including Arm and MediaTek, report significant improvements in verification productivity and efficiency, with reductions in regression time and engineering effort [9] Availability - The Questa One smart verification solution is set to be available in June 2025, aimed at enabling the semiconductor and electronic systems industry to deliver advanced designs [10]
对话西门子:为什么说Industrial Copilot是未来工业环境中人类的最强辅助
虎嗅APP· 2025-05-08 10:03
以下文章来源于虎嗅智库服务 ,作者冀玉洁 虎嗅智库服务 . 虎嗅智库是聚焦企业数字化、AI创新实践的新型研究服务机构。 出品|虎嗅智库 作者|冀玉洁 头图丨西门子 当身处成都高新区西门子工厂车间,在全自动化生产线上,几乎看不到多少操作工, 只有少数工人在生产线后,操作鼠标、键盘,发出指令。 这是西门子在中国的首座数字化工厂,也是WEF评选的数字化和可持续"双灯塔"工 厂。这座"灯塔工厂"已经部署了近 100 个 AI 项目,应用在了质量检测、垃圾处理等 多个场景中。 成都工厂并非孤例。在西门子的南京工厂、安贝格、埃尔兰根工厂,有数百台机器人 穿梭其中,还有成千个不同的AI应用落地。 西门子早在20世纪70年代就已经开始布局AI领域,深度参与研究交互式、自动、自 然语言问答系统,这比今天的很多人工智能公司成立时间都要早。2003年,西门子 创造性地用神经网络帮助企业进行技术优化。 2010 年代起,西门子破译了AI在工业 场景应用的复杂"密码",加速AI落地千行百业 :在汽车领域,西门子帮助北京奔驰 将AI与专家经验相结合,实现预测性维护;在光伏领域,西门子将AI与物联网技术 相结合,实现了贯穿光伏电站全生命周 ...
去西门子成都“双料”灯塔工厂:一个适用于中小制造企业的转型“样板间”
吴晓波频道· 2025-05-07 18:21
合抱之木,生于毫末。 对如今工业界而言,旧秩序正在关税阴影下遭受冲击,但新秩序正在酝酿激荡,只是当一部分人沉迷于清算过去时,更多人则渴望未来。 一个多月前,我们曾报道了第77届汉诺威工业博览会,并认为这是政治火药味儿最浓的一届汉诺威了,但我们同样欣慰地看到,不管是欧洲人、 加拿大人还是中国人,都想来展会上寻求合作和破解关税问题之策,因为这里,依然力图用技术对话超越政治壁垒。 早在17世纪,德国哲学家莱布尼茨便说:"中国人应当与欧洲人交换礼物,互相取长补短,用一盏明灯点燃另一盏明灯。" 他说:我们的相遇和交流意义重大,它会孕育千万美好成果、千万发明创造。 5月14日—5月15日,吴老师将带领企业家走进西门子位于成都的"双料"灯塔工厂,与西门子全球执行副总裁、西门子中国董事长肖松博士等嘉宾 进行一场深度对话。 点击图片▲立即了解 文 / 巴九灵(微信公众号:吴晓波频道) 所谓双料,是指成都数字化工厂不仅是入选世界经济论坛第一批灯塔工厂,随后又获得了"可持续灯塔工厂"称号。 中德制造智慧与产业经验的碰撞虽不是新鲜事,但在当下却有着非凡的意义。 有兴趣的话,可以点击按钮,加入这场"与未来的对话"。 点击按钮 ▼立即报 ...
在半导体生态系统中取得成功:端到端数字生命周期管理的终极指南
西门子· 2025-05-06 06:05
Investment Rating - The report emphasizes the critical need for end-to-end digital solutions in semiconductor lifecycle management, indicating a positive outlook for companies adopting these solutions in the evolving ecosystem [4][5][14]. Core Insights - The semiconductor ecosystem is undergoing significant changes due to product shortages, supply chain uncertainties, compliance and security issues, and the demand for increased computing power in smaller spaces [4]. - There is a pressing need for unified data management to ensure secure collaboration and real-time visibility in business processes, which is essential for quality assurance [7][15]. - Fragmented legacy systems hinder effective lifecycle management, leading to inefficiencies and potential disruptions in product development [12][14]. Summary by Sections Industry Overview - The semiconductor industry is facing challenges that require manufacturers to rethink their product development processes and partnerships [4]. - The demand for end-to-end lifecycle management solutions is critical to address the complexities of the current ecosystem [5]. Key Trends Impacting Semiconductor Lifecycle - Digital transformation is necessary for secure IP management and collaboration, as well as for ensuring quality throughout the lifecycle [7]. - Supply chain volatility necessitates robust vendor management to facilitate secure collaboration across the semiconductor ecosystem [8]. - Compliance and sustainability management require data integrity to ensure traceability from silicon to systems [10]. Challenges with Current Systems - Over 60% of semiconductor companies use more than six different systems to manage their data, leading to inefficiencies and lack of interoperability [12]. - The lack of visibility among design teams and stakeholders in different systems inhibits IP reuse and continuous improvement [12]. Benefits of Lifecycle Management Solutions - Companies with semiconductor lifecycle management solutions can better navigate the complexities of the current ecosystem, identifying lifecycle, quality, and supply chain issues [14]. - These solutions provide secure virtual workspaces for collaboration among product designers, systems engineers, and suppliers, enhancing innovation and compliance [14][15]. Importance of Connected Lifecycle Management - A unified end-to-end solution connects all lifecycle management stages, facilitating seamless collaboration and data management from design to manufacturing [18]. - All product information and design data are integrated, making it easier to track defects and resolve issues throughout the lifecycle [19]. Siemens' Role in the Industry - Siemens is positioned as a unique provider of lifecycle management solutions in the semiconductor industry, leveraging its extensive knowledge and experience [21].
万字详解:德国经济雪崩之谜
3 6 Ke· 2025-04-30 00:24
Economic Overview - Germany's economy has been in stagnation since 2021, with predictions of continued recession through 2025, marking it as potentially the largest crisis since World War II [1][2] - The International Monetary Fund (IMF) forecasts a GDP growth of only 0.3% in 2025, placing Germany at the bottom among major economies [1][2] - The manufacturing sector, particularly the automotive industry, is facing significant challenges, including layoffs and reduced investment [2][10] Manufacturing Sector Challenges - The automotive industry, a key pillar of the German economy, is experiencing a collapse, with Volkswagen announcing a plan to cut 10,000 jobs [2][10] - Manufacturing job vacancy rates have dropped to their lowest since the 2009 financial crisis, indicating a shrinking labor demand [2][4] - The shift towards electric vehicles is hindered by rising costs and competition from Chinese manufacturers, impacting traditional German automotive firms [10][19] Trade and Export Dynamics - Germany's export model is under threat, with a notable decline in exports to China, down 9.7% year-on-year in 2024 [3][4] - The trade surplus with the U.S. has reached a record €65 billion, raising concerns about potential tariffs from the U.S. government [6][19] - The overall trade-to-GDP ratio fell to 90.11% in 2023, a decrease of 9.77% from the previous year, reflecting a downturn in international trade [8][19] Labor Market and Employment - The labor market is showing signs of strain, with job vacancies decreasing by 23% and unemployment expected to rise to 3.5% by the end of 2024 [14][21] - Despite a slight increase in disposable income, consumer confidence remains low, leading to reduced spending and further economic stagnation [13][14] Structural Economic Issues - Germany's reliance on exports and traditional manufacturing is becoming increasingly unsustainable, with a need for diversification and innovation [12][19] - The country faces significant challenges from rising energy costs and geopolitical instability, particularly due to the Russia-Ukraine conflict [9][18] - The economic model has been criticized for its over-reliance on external markets, making it vulnerable to global economic fluctuations [12][19] Policy and Economic Management - The current economic management approach, heavily influenced by neoliberal policies, has been criticized for failing to address underlying structural issues [11][22] - There is a call for increased public investment and a reevaluation of fiscal policies to stimulate domestic demand and economic growth [28][29] - The need for a shift towards a more balanced economic model that prioritizes long-term stability over short-term gains is emphasized [26][29]
Siemens: Europe's Industrial Powerhouse Poised For Growth
Seeking Alpha· 2025-04-28 08:52
Group 1 - The article emphasizes the importance of identifying undervalued companies across different continents, focusing on value and income as critical components of a contrarian investing thesis [1] - A preference for shareholder-friendly management teams is highlighted, indicating that management quality is a significant factor in investment decisions [1] - The author has over 15 years of experience researching the US and European markets, suggesting a deep understanding of these regions [1] Group 2 - The article does not provide any specific stock recommendations or investment advice, maintaining a neutral stance on the suitability of investments for particular investors [2][3] - There is a clear disclosure that the author has no current positions in any mentioned companies, reinforcing the independence of the analysis [2]
从数据孤岛到全链协同,这份白皮书带你走出半导体供应链困局
半导体行业观察· 2025-04-20 03:50
Core Viewpoint - The semiconductor industry is facing significant challenges due to supply chain vulnerabilities and the need for enhanced collaboration across the value chain. Siemens' semiconductor lifecycle management solutions aim to address these issues by breaking down data silos and promoting end-to-end digital management for sustainable business development [1][3][10]. Group 1: Supply Chain Resilience - The semiconductor sector is currently experiencing a crisis of supply chain fragility, leading to safety concerns due to the inability to prove traceability. Siemens' solutions integrate supply chain data to enable full lifecycle tracking from wafers to end products, providing early warnings for critical material shortages [3][7]. - The transition from "chip panic" to "chip security" emphasizes the importance of building supply chain resilience in the face of ongoing disruptions [2]. Group 2: Collaboration and Efficiency - Companies are often reliant on numerous disconnected systems, resulting in teams working in silos, which causes redundancy, compatibility issues, and system errors. Siemens' solutions facilitate collaboration across global sites and domains, streamlining engineering, design, and manufacturing planning while ensuring BOM consistency [5][13]. - The shift from "data swamps" to "decision flywheels" aims to resolve collaboration challenges and enhance operational efficiency [4]. Group 3: Intellectual Property and Compliance - The use of multiple systems for data management complicates intellectual property protection and compliance with increasingly stringent regulations. Siemens enhances cross-domain visibility and ensures compliance through integrated circuit (IC) manufacturing planning and industry-specific processes [6][7]. - As AI computing demands surge and the new energy revolution creates a trillion-dollar chip market, semiconductor companies are at a critical juncture requiring robust digital management solutions for traceability and compliance [7][10]. Group 4: Siemens Solutions - Siemens Xcelerator offers a comprehensive digital business platform that provides end-to-end visibility and traceability, addressing challenges such as supply chain fluctuations, stringent quality standards, and security threats [12][15]. - The solutions are designed to significantly enhance the competitiveness of semiconductor products by reinforcing control and real-time visibility throughout the product lifecycle [15].
半导体行业,多单收购
半导体行业观察· 2025-04-11 00:55
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自 allaboutcircuits ,谢谢。 西门子、诺基亚、英飞凌、安森美和 Black Semiconductor 正在进行有针对性的收购,以扩大其在 制造、连接和先进材料方面的能力。 多家大型半导体公司已宣布多项收购,旨在巩固其在关键技术领域的地位。从支持人工智能的光网 络到汽车以太网,再到下一代 PCB 工作流程,这些交易体现了公司持续致力于简化产品开发流程、 拓展邻近市场并确保长期增长的努力。以下是近期这些举措及其对行业的影响。 01 西门子收购 DownStream Technologies 西门子收购了 Downstream Technologies,该公司致力于开发用于生产 PCB 设计的软件。这为西门 子提供了更强大的工具来支持 PCB 设计与生产之间的交接,尤其适用于需要更紧凑的工作流程且不 增加复杂性的中小型企业。 Downstream 的工具——CAM350、BluePrint-PCB 和 DFMStream——专注于在设计数据进入工厂 之前对其进行清理和验证。这些工具有助于及早发现问题,减少手动步骤,并生成制造商正确构建 电 ...