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51亿美元!AI赋能生命科学,西门子收购Dotmatics扩展工业软件版图
仪器信息网· 2025-04-08 03:13
该收购是 西门子"ONE Te ch Company "计划的又一里程碑 ,通过将开放式数字商业平台西门子 Xc e l e r a t o r 扩展到生命科学软件领域,从而 提升客户关注度,加速创新,实现更高增长。 生命科学领域是西门子软件现有市场布局的有力补充, 将西门子数字化工业软件的总目标市场扩大 11 0 亿美元。 生命科学领域受结构性转变 驱动,包括老龄化社会带来的医药需求增长、药品可及性的提升、科技进步催生的新治疗选择,以及复杂价值链对于加强合作和可见性的迫切 需求等。这些趋势凸显了数字化转型的必要性, 预计未来五年内该领域在软件方面的支出将翻一倍。 收购带来显著协同效应 Do tma ti c s 预计将在 2 0 2 5 财年实现超 3 亿美元营收,拥有丰厚的利润,现金流生成能力强劲,调整后的息税折旧摊销前利润(EBITDA)超 过 4 0%。在产生协同效应之前,该公司中期阶段收入增长和高盈利能力将立即增加西门子的增长、息税折旧摊销前利润率和自由现金流。 西 门子预计将实现显著的收入协同效应 :中期收入协同效应预计约为每年 1 亿美元,长期内将增至每年 5 亿美元以上。 根据惯例成交条件和适 ...
北美矿业巨头与特朗普儿子共同成立比特币企业;OpenAI完成400亿美元融资;Meta发布全新AI模型Llama 4丨硅谷周报
创业邦· 2025-04-07 09:25
Meta发布全新AI模型Llama 4,原人工智能研究主管即将离职 「硅谷周报」是创业邦推出的系列栏目,旨在为科技领域创业者和投资人精选硅谷科技要闻,投融资 消息等,记录硅谷科技风向变动。 整理 | 刘杨楠 编辑 | 关雎 本周(2025.3.31-4.6)硅谷科技要闻包括: Meta发布全新AI模型Llama 4,原人工智能研究主管即将离 职;微软成立50周年之际,推出一系列针对Copilot的重大更新;Google Gemini高管Sissie Hsiao将卸任; OpenAI将在软银领投的融资轮中筹得400亿美元;Hut 8和埃里克·特朗普将创办比特币挖矿公司;AMD以 49亿美元收购ZT Systems高通考虑收购英国半导体公司Alphawave等等。 硅谷大公司 4月5日,Meta发布了其最新的AI模型系列Llama 4。该系列采用了"混合专家"(Mixture of Experts, MoE)架构,包含Llama 4 Scout、Llama 4 Maverick、Llama 4 Behemoth三款模型。 其中,Llama 4 Scout是一个拥有170亿活跃参数的模型,具备16个"专家"模块。它 ...
Why Siemens Stock Slumped Today
The Motley Fool· 2025-04-03 19:27
Core Viewpoint - Siemens is significantly impacted by tariffs imposed by the Trump administration, leading to a decline in its stock price by over 6% [1] Group 1: Company Overview - Siemens is a global company with 31% of its revenue coming from the Americas, including 26% from the U.S., 46% from Europe, and the remainder from Asia [2] - The company's manufacturing footprint includes 25% of its factories in the Americas, 48% in Europe, and the rest in Asia [2] Group 2: Tariff Impact and Strategic Position - The ability to produce and sell locally provides Siemens with a strategic advantage in managing tariff actions, as evidenced by its recent acquisitions, including Altair for $10 billion and Dotmatics for $5.1 billion [3] - Despite its global supply chain, which is vulnerable to tariff-related costs, Siemens' investments in the U.S. may help mitigate some negative impacts [3][4] Group 3: Economic Outlook - Any slowdown in the global economy due to trade disputes is likely to affect Siemens' orders, particularly in sectors like industrial software, automation, smart buildings, and transportation [4] - The long-term effects of the tariffs remain uncertain, and it is premature to assess their ultimate impact on Siemens [4]
Siemens buys US firm Dotmatics for $5.1 bn in AI software push
TechXplore· 2025-04-03 08:37
Core Insights - Siemens is acquiring Dotmatics, a US software company, for $5.1 billion to enhance its capabilities in artificial intelligence for drug discovery [1][2] - The acquisition is part of Siemens' strategy to expand into the Life Sciences sector, addressing the growing need for medication innovation as populations age [2] - Siemens anticipates that Dotmatics will be immediately profitable, generating $100 million in annual revenue in the mid-term and potentially increasing to $500 million in the long-term [3] Company Overview - Dotmatics, founded in 2005, employs 800 people and is recognized as a leader in R&D software, utilizing AI to accelerate drug research [4] - Siemens, the second-largest company in Germany by market capitalization, has been experiencing increased revenues from its software division, particularly as its digital products for factories face challenges [4]
直击CMEF2025!36家企业抢先看:西门子、开立、迈瑞……
思宇MedTech· 2025-04-02 10:06
报名:首届全球眼科大会 | 议程更新 报名:首届全球心血管大会 | 奖项申报 报名:首届全球骨科大会 | 奖项评选 合作伙伴征集:2025全球手术机器人大会 2025年4月8日至11日, 第91届中国国际医疗器械(春季)博览会(CMEF) 将在上海国家会展中心拉开帷幕。作为亚太地区规模最大的医疗科技展会,CMEF始终 是行业风向标,不仅汇聚全球创新技术,更见证着产业发展的新趋势。本届展会预计吸引 全球30多个国家和地区的近 5000家 企业,携 数万款 前沿产品集中亮相 ,以"创新科技,智领未来"为主题,共同探讨医疗科技的突破与未来。 CMEF不仅是一场产品与技术的集中展示,更是医疗行业生态的一次深度联动。从人工智能驱动的医学影像,到手术机器人赋能精准医疗,从智慧医院建设,到国 产医疗设备的崛起,CMEF2025通过高规格论坛、产业对话和技术展示,构建起全方位的交流平台,为行业发展提供新的思路与动能。 在这一医疗科技的年度盛会上,哪些企业将携最新技术亮相?哪些创新产品值得重点关注? 思宇梳理了本届CMEF的亮点企业,一起来看它们如何在这场科技盛宴 中抢占先机! P.S. 展位图附于文末,感兴趣的读者可按图索骥 ...
观汽车IC、3D IC、AI 赋能技术变革,以技术创新驱动未来
半导体行业观察· 2025-03-26 01:09
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 ...
突发!大规模裁员!
国芯网· 2025-03-19 13:34
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 ...
德国西门子将裁员超6000人
Zhong Guo Jing Ji Wang· 2025-03-19 06:49
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]
Germany's Siemens to cut over 6,000 jobs worldwide
TechXplore· 2025-03-18 17:33
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]
Siemens announces $285 million investment in US manufacturing
TechXplore· 2025-03-06 17:35
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]