提高半导体产品质量和可追溯性的关键因素

Investment Rating - The report does not explicitly provide an investment rating for the semiconductor industry Core Insights - The semiconductor industry is facing challenges due to reliance on traditional and decentralized systems that hinder scalability and complexity management [3][4] - Over 60% of semiconductor companies use six or more systems to manage data, leading to inefficiencies in product innovation and development [4] - A unified Product Lifecycle Management (PLM) platform is essential for seamless data flow and collaboration across the entire product lifecycle [4][9] Summary by Sections Current Challenges - Many semiconductor companies operate with isolated systems that lack a shared data platform, making information sharing and collaboration difficult [3] - The absence of interoperability between Electronic Design Automation (EDA) tools and Product Lifecycle Management (PLM) tools exacerbates the issue [3] Need for Integration - The report highlights the necessity for an integrated system to support data flow from design to reporting stages, which is crucial for collaboration [4] - Without such integration, companies risk falling behind in a rapidly evolving industry [4] Digital Transformation - True digital transformation in the semiconductor sector begins with lifecycle management, connecting all systems and providing a continuous digital thread throughout the manufacturing process [9] - This transformation can lead to improved reliability, accelerated new product introduction, reduced design rework, and enhanced supply chain collaboration, ultimately increasing innovation and product quality [9]