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摩根士丹利:全球宏观下一步_缓和而非协议_中美贸易现状
摩根· 2025-06-19 09:47
June 15, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea A Détente, Not a Deal: The State of US-China Trade While media headlines may have suggested last week's trade agreement between the US and China was a breakthrough, we think investors need to see it more as a détente than a comprehensive deal. The agreement represents a tactical pause in escalating tensions rather than a resolution of fundamental disagreements. Why view it this way? Consider: This limited deal aligns with Mo ...
麦肯锡:关税对半导体行业的影响
2025-06-19 09:46
2025/6/16 15:19 Impact of tariffs on the semiconductor industry | McKinsey Semiconductors Sign In | Subscribe The effects of tariffs on the semiconductor industry May 27, 2025 | Article Given the shifting landscape, semiconductor executives could prepare their companies by determining the potential impacts of taris and exploring dierent scenarios to mitigate them. DOWNLOADS Article (14 pages) T his analysis does not constitute legal or regulatory advice; it is based solely on publicly available information. ...
已完成C轮融资?宇树科技内部人士:属实!
21世纪经济报道· 2025-06-19 09:08
作 者丨尹华禄 编 辑丨吴桂兴 6月19日,有媒体报道,宇树科技已于近期完成了去年底开启的C轮融资,由 中国移动旗下基 金、腾讯、锦秋、阿里、蚂蚁和吉利资本 共同领投,宇树的大部分老股东跟投。宇树投前估 值目前超过100亿元人民币。 | ZUZU-UI-LL | 础贝立创. 蚁十月八比口 | | --- | --- | | Pre-A轮 | 德迅投资、红杉中国种子基金 | | 相关新闻 > | | | 2018-05-24 | 融资金额:未披露 | | 天使+ | 安创加速器、宾阖投资,变量资本、 | | 相关新闻 > | 安创加速器、安创科技投资、变量 资本、 | | 2017-01-01 · | 融资金额:200万人民币 | | 天使轮 | 个人投资者、尹方鸣 | | 相关新闻 > | | 本期编辑 刘雪莹 汪涵,获赔867万!对方公司被申请限高 宇树科技CEO:我一直不认为机器人一定要做成人形 入局人形机器人,宁波想靠这张"隐藏王牌"拼过北上深 SFC 21君荐读 SFC 天眼查显示,自2016年创建迄今,宇树科技已完成9轮融资。2024年初,曾完成近10亿元B2 轮融资。C轮融资后,商业数据平台IT桔 ...
屹唐股份IPO启动发行 两大核心设备市占率稳居全球前二
Zheng Quan Shi Bao Wang· 2025-06-19 01:31
6月19日,屹唐股份披露了招股意向书,宣布正式启动IPO发行,目前正在询价阶段。最新公告显示, 其将在6月27日进行网上申购,之后拟在上交所科创板上市。 市占率构筑竞争优势经营业绩稳步增长 作为国内半导体设备行业的领军企业之一,屹唐股份凭借开创性的技术和稳居全球前列的产品,构筑起 强大市场竞争力,在国内外市场获得认可。截至2024年末,公司产品全球累计装机数量已超过4800台, 并在相应细分领域处于全球领先地位。近年来,公司逐步加大科技研发投入。2022年至2024年,公司研 发费用分别为5.30亿元、6.08亿元和7.17亿元,占营业收入比例分别为11.13%、15.47%和15.47%。截至 2024年末,公司研发人员数量为349人,占员工总数的比例为29.28%。截至2025年2月11日,公司共拥 有发明专利445项。 据招股书显示,屹唐股份在2022年至2024年,营业收入分别为47.63亿元、39.31亿元和46.33亿元;归母 净利润分别为3.83亿元、3.09亿元和5.41亿元;主营业务毛利分别为13.58亿元、13.77亿元和17.32亿元, 随着公司业务拓展,未来经营业绩将进一步提升。 研发 ...
德州仪器宣布投600亿美元在美扩建半导体工厂
news flash· 2025-06-19 00:32
《科创板日报》19日讯,德州仪器计划在美国投资超过600亿美元扩建半导体工厂。德州仪器表示这笔 资金将用于升级现有工厂及新建项目,其中包括在得州谢尔曼新建两座工厂,但具体进度取决于市场需 求。 德州仪器宣布投600亿美元在美扩建半导体工厂 ...
White House AI and Crypto Czar: We shouldn’t overly restrict chip exports
Bloomberg Television· 2025-06-18 18:00
I think that we do have to be concerned about Huawei competing on the global market. Uh they may not fully be there yet, but I would expect that to change in the future. And I think that if we're overly restrictive in terms of US sales to the world, I think there'll be a time where we're kind of kicking ourselves saying, you know, when we're and all of a sudden Huawei is everywhere, we'll be saying, well, wait, when we had this whole market to ourselves, why didn't we take advantage of that opportunity and ...
L'eredità è nel mare | Sara Biancardi | TEDxPisogne
TEDx Talks· 2025-06-18 16:30
Samo guardiamo il mare. Pensiamo che sia una grandissima distesa di acqua infinitamente disponibile e inesplorata. sull'ineesplorata c'abbiamo ragione dal momento che conosciamo veramente poco dei nostri mari, mentre sull'infinitamente disponibile avrei qualche dubbio.Io sono Sara Biancardi, sono biologa marina e nella mia esperienza mi è capitato di stare a bordo dei pescherecci e in una di queste esperienze mi è piaciuta talmente tanto che ci sono rimasta due mesi. Ora vi starete chiedendo ma che lavoro f ...
RIBER reaffirms its strategic roadmap at the Annual General Meeting held on June 18, 2025
Globenewswire· 2025-06-18 15:45
RIBER reaffirms its strategic roadmap at the Annual General Meeting held on June 18, 2025 Bezons, June 18, 2025 - 5:45 PM - RIBER, a global market leader for molecular beam epitaxy (MBE) equipment for the semiconductor industry, held its Annual General Meeting today, chaired by Mrs. Annie Geoffroy, Chairwoman of the Company’s Board of Directors. All of the resolutions submitted to the vote were approved, including: The approval of the statutory and consolidated financial statements for the 2024 financial ye ...
Finding the maverick, icon, and genius in you | John Lechleiter | TEDxBrown County Schools
TEDx Talks· 2025-06-18 15:44
Good morning. What a great pleasure it is to be here with you today. But first, a confession.I've given lots of talks in my life. For whatever reason, this has been one of the most difficult to put together. I I really probably spent months trying to conjure this talk up.I guess you could say I'm I'm out of practice. Mavericks, icons, and geniuses. A challenging topic for sure.I'm happy to report I did come up with some remarks I hope make some sense today. But I started over on Tuesday and I will say beyon ...
Texas Instruments to invest $60B in domestic semiconductor manufacturing
Proactiveinvestors NA· 2025-06-18 15:09
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...