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刚刚!新思科技高管亲述“断供”始末:详解美国EDA出口管制内情 (附全文翻译)
是说芯语· 2025-06-06 10:18
免责声明:本文内容根据新思科技( Synopsys Inc., NASDAQ: SNPS )投资者关系负责人 Trey Campbell 在 2025 年 6 月 4 日 美国银行全球技术大会上的公开发言,以及 Investing.com 发布的会议实录翻译整理而成,相关表述和数据均来自上述 公开信息来源。 美国政府 5 月底针对 EDA 行业的最新出口管制究竟意味着什么?在当地时间 6 月 4 日的美国银行全球技术大会上, 全球领先的三大 EDA 厂商之一新思科技( Synopsys Inc., NASDAQ:SNPS )给出了一份迄今为止最详尽的解答,披露 了许多此前外界无从知晓的关键操作性细节。 该公司高管证实,已于财报发布次日收到美国商务部工业和安全局( BIS )发出的 " 通知并要求停止 " 信函,并首次 向外界说明了其对客户的精确影响:由于新思科技采用年度 " 密钥 " 的授权模式,现有客户软件的可用期限将在未来 355 天内的不同时点终止,且无法再获得任何技术支持或更新。此次披露的重要性在于,它首次将一项外界看来模糊 的政府禁令,量化为具体的时间表和业务风险,并解释了为何这次行动因缺少惯例的意 ...
宇树科技王兴兴:我一直不认为机器人一定要做成人形
21世纪经济报道记者孔海丽 北京报道 "过去几年,我一直不坚持(认为机器人)一定要做成人形......但在当下,人形机器人在数据采集、训练和落地方面有很大优势。"6月6日,宇树科技CEO王 兴兴在智源大会上就 "机器人做成人形的必要性" 发表了观点。 王兴兴表示,人形机器人形态成为当下优选的原因在于两个方面,一是契合AI数据驱动特性,便于数据采集与训练。当前AI大多基于人的数据采集与训 练,人形机器人上半身与人的动作保持一致,能极大方便数据采集,为AI训练提供有力支持。例如,在进行各类动作相关的AI训练时,人形机器人可直接 模拟人类动作,减少数据转换与适配的成本和难度,使AI能更高效地学习和掌握相关技能。 二是满足特定场景需求。在舞蹈、格斗、比赛等场景中,人形机器人具有不可替代的优势。若采用其他形态,可能根本无法完成这些任务。以格斗场景为 例,人形的身体结构使其具备类似人类的移动、攻击和防御方式,能够更好地适应格斗的规则和要求,展现出丰富的战术和动作。 王兴兴认为,随着 AGI(通用人工智能)的发展,机器人的形态将变得百花齐放。在工厂场景中,会有各种大小不同的机器人,它们可能根据不同的生产 任务设计成特定的形 ...
美国断供“芯片之母” 国产厂商加速突围
Jing Ji Guan Cha Bao· 2025-06-06 08:15
Core Viewpoint - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has notified major global EDA software suppliers, including Synopsys, Cadence, and Siemens EDA, to cease sales and technical support to China without permission, creating a significant opportunity for domestic EDA companies in China [2][3]. Group 1: Market Impact - The three major EDA firms hold approximately 80% market share in China, with Synopsys generating $1 billion in revenue from China, accounting for 16% of its total revenue, and Cadence generating $550 million, accounting for 12% [3]. - Following the BIS directive, Synopsys suspended its financial guidance for the third quarter and full year of fiscal 2025, halted sales and service activities in China, and prohibited Chinese customers from accessing its online support portal, resulting in a stock price drop of over 9.6% in two days [3][4]. Group 2: Domestic EDA Opportunities - Domestic EDA companies are expected to benefit from the situation due to their flexible pricing and strong policy support for domestic alternatives, leading to optimistic future development prospects [2][11]. - The integration of AI with EDA tools is seen as a potential path for domestic companies to "leapfrog" international competitors, as they can better adapt to new software and hardware frameworks without the burden of legacy technologies [9]. Group 3: Financial Performance of Domestic EDA Companies - Huada Jiutian reported a revenue of 1.222 billion yuan in 2024, a year-on-year increase of 20.98%, but its net profit dropped by 45.46% to 109 million yuan [7]. - Gekun Electronics achieved a total revenue of 419 million yuan in 2024, a year-on-year increase of 27.42%, but reported a net loss of 96 million yuan [7]. Group 4: Strategic Moves and Future Plans - Huada Jiutian is actively pursuing the acquisition of Chip and Semiconductor Technology to enhance its capabilities in advanced packaging and system-level design EDA [10]. - The company aims to complete the development and market promotion of integrated circuit design tools within three years and achieve full domestic replacement of EDA tools in the design, manufacturing, and testing sectors within five years [10].
活动邀请 | 2025年彭博私募投资策略闭门交流会系列活动(深圳场)
彭博Bloomberg· 2025-06-06 05:52
创始人兼首席投资官 凯丰投资 总经理、首席产品配置官 袁巍 华安合鑫 董事长兼投资总监 曲天石 彭博大中华区 高级经济学家 廖启承 (CFA, CQF) 彭博行业研究 刘一民 彭博大中华区 Sean Ho 聚焦权益与固收,展望宏观与量化 州 等城市。行业领袖将与彭博经济学家、彭博行业专家共同讲述对当前市场走势的洞察与研判, 探讨业界普遍面临的挑战与破局之道,并分享科技助力投资决策更加明智的实践经验。 深圳场主题: 2025年6月19日(星期四) | 15:30 - 18:00 (15:30 注册签到,16:00活动开始) 深圳 (详细活动地址将在确认函中提供) 2025年即将过半,我们见证了美国关税政策、地缘政治博弈等因素频频导致全球宏观格局震荡, 引发市场避险情绪。而中国市场凭借经济复苏、融资需求高涨而备受投资者关注,境内外多元化 2025年彭博私募投资策略闭门交流会系列活动(深圳场) 资产配置机遇显现,吸引多家国际对冲基金在此落子布局。与此同时,人工智能(AI)等前沿科 技的蓬勃发展不仅使科技股表现亮眼、拉动股指上涨,还为量化投研高效赋能,成为私募机构在 不确定性中破局取胜的关键工具。 继上海场圆满举办后 ...
如果AI写作胜过作家,人类创造力会否被取代?
Xin Hua She· 2025-06-06 03:20
Group 1 - The core issue discussed is whether AI writing capabilities will surpass human authors, potentially leading to a transformation in the perception of human creativity [1] - Liu Chuxin's emotional acceptance speech at the Li Jiang Literature Award highlights the contrast between human experiences and AI's algorithmic content generation [1] - Liu Cixin's experience with AI-generated writing reveals a sense of loss and challenges the traditional role of authors as supreme creators [1] Group 2 - Sci-fi writer Han Song views AI as a "collaborative partner" that can inspire human creativity, but emphasizes that unique human experiences and emotions remain irreplaceable by AI [3] - Han Song believes that human creativity is linked to consciousness and emotional fluctuations, which AI has not yet fully replicated [3] - Director Yu Baimei expresses concerns about AI's rapid advancement in cultural creation, suggesting that AI could eventually surpass human imaginative limits [5] Group 3 - Some creators hold a neutral perspective, arguing that AI's emergence will not eliminate human creativity but may instead push it into new realms, similar to the impact of photography and film [5] - The relationship between art and technology is entering an unprecedented phase, necessitating a redefinition of human creativity's role in an era of coexistence with AI [5]
海外算力链PCB公司更新
2025-06-06 02:37
海外算力链 PCB 公司更新 20250605 摘要 AI 叙事逻辑的演进驱动更高算力需求,OpenAI 和 Xia 需求尤为突出, TOKEN 数量增加验证海外推理算力需求强劲,预示着 AI 大模型迭代路 径的加速。 2025 下半年至 2026 年,PCB 板块投资机会聚焦 NVIDIA 和 ASIC 产业 链,尤其是 ASIC 供应链,终端量和硬件规格均有望提升,谷歌和亚马 逊自研芯片需求量显著增长。 亚马逊服务器升级至 T3,GPU 加速卡阶数和板子层数提升,UBE 环节 材料升级,预计单颗 GPU 对应 PCB 价值量提高 20%以上,叠加 ASIC 芯片放量,PCB 价值量增长潜力巨大。 谷歌 2025 年 TPU 芯片出货量预计 200 万颗,但 PCB 需求相对较少, 因使用四卡服务器和较低等级材料。2026 年,谷歌 TPU V6 芯片出货 量或增至 300 万颗,材料升级至马 8,将显著提升单机 PCB 价值量。 Meta 公司明年 XPU 芯片数量预计达百万级别,每个 HPC 芯片对应高规 格 PCB。沪电股份有望成为主要供应商,天品为二供,台湾金田和韩国 issue 正在验证,沪电股份 ...
新闻分析丨AI时代的物流创新:人类依然是决策核心
Xin Hua She· 2025-06-06 01:57
Core Viewpoint - The logistics industry is increasingly integrating artificial intelligence (AI) into operations, yet human decision-making remains essential despite technological advancements [1][2][3] Group 1: AI Integration in Logistics - AI is becoming a driving force for transformation in the logistics sector, addressing challenges such as supply chain fragility and labor shortages [1] - A survey indicated that the average AI usage among participating companies is 54%, primarily in administrative management, customer service, and process control [1] - Two-thirds of surveyed German companies reported partial AI usage, but 60% believe that talent is the key to success [1] Group 2: Human-AI Collaboration - The trend is shifting towards "Industry 5.0," emphasizing intelligent collaboration between humans and machines rather than a technology-centric approach [2] - AI provides data-driven suggestions, risk assessments, and process optimization, while humans retain decision-making authority [2] - A robot named "Spot," developed by Boston Dynamics and utilized in air cargo warehouses, exemplifies AI's role in logistics as an "enabling robot" that assists in information gathering [2] Group 3: AI's Role and Challenges - AI performs three critical tasks: recognizing patterns in cargo structures, optimizing robot fleet operations, and predictive management [3] - Despite AI's capabilities, human operators are still responsible for monitoring and intervening in robotic operations when necessary [3] - Current AI applications in logistics are in their early stages, facing challenges such as data quality issues, lack of internal expertise, and low team acceptance [3]
让本土创新服务全球市场 ——访施耐德电气执行副总裁、中国及东亚区总裁尹正
Jing Ji Ri Bao· 2025-06-05 22:03
近日,一年一度的施耐德电气创新峰会在山西太原举行。通过举办峰会,施耐德电气宣介了公司的最新 创新成果,并与专家、客户、合作伙伴深入交流,加深对中国市场的认识。 尹正说:"在施耐德电气的全球版图中,中国不只是我们的'市场',更是'主场'。中国已经成为施耐德电 气全球第二大市场和最重要的供应链基地之一,也是全球四大研发基地之一。与各方进行高频且深入的 互动,是施耐德电气精准推进本土化战略、在华稳步发展的重要基础。" 据介绍,今年峰会的主题是"共创·共赢·共生",其中便蕴含着施耐德电气在华发展的重要思路。共创是 路径,共赢、共生是结果。"共"意味着施耐德电气要抓住中国丰富的合作资源,与各方加强合 作。"创"表明公司将中国作为重要的创新基地。 近年来,施耐德电气不断加大在华研发投入,已在中国建成五大研发中心和人工智能(AI)创新实验 室,共有2500多名研发工程师,研发投入年增长率超过18%。尹正说:"中国作为研发创新基地具备很 多优势。例如,中国人才资源丰富,本土团队创新能力突出;中国市场拥有体量巨大、细分程度很高的 丰富应用场景;中国供应链体系完备,可以很快地实现新技术大规模落地应用,从而降低研发和生产成 本;中 ...
北京数字孪生巨头51WORLD,能否港交所成功上市?
Sou Hu Cai Jing· 2025-06-05 13:52
Core Insights - 51WORLD has submitted its listing application to the Hong Kong Stock Exchange, marking its renewed approach to the capital market [1] - The company aims to create a "digital twin earth" and has successfully reached the fourth phase of its development, focusing on real-time generation and rendering technology [5] Company Overview - Founded in 2015 and headquartered in Beijing, 51WORLD has a registered capital of 10 million yuan and specializes in 3D graphics, simulation, and artificial intelligence [1] - It is the first company in the digital twin industry to propose and implement an earth cloning plan, ranking first in revenue within the industry in 2023 [1][3] Financial Performance - 51WORLD achieved annual revenues of 170 million yuan, 256 million yuan, and 287 million yuan for the years 2022, 2023, and 2024 respectively, indicating growth despite facing net losses of 190 million yuan, 87 million yuan, and 82 million yuan during the same period [3] - The company's gross margin decreased from 65.0% in 2022 to 51.1% in 2024, primarily due to changes in revenue structure [3] Technological Capabilities - The digital twin architecture of 51WORLD includes a data foundation layer, core technology layer, software platform layer, and industry application layer, enabling comprehensive solutions in the digital twin field [4] - The company collaborates with institutions like the University of Science and Technology of China and Baidu on projects such as the Haidian City Brain, integrating data from approximately 170,000 buildings and urban components [4] Client and Supplier Base - 51WORLD serves a diverse client base across various sectors, including urban development, water resources, energy, automotive, transportation, and robotics [4] - The company has established relationships with key suppliers, including hardware and software providers, with some overlap between clients and suppliers [4] Investment and Market Position - 51WORLD has received support from several prominent independent investors, including LS 51World, Sky9 51World, and SenseTime, which holds a 2.3% stake in the company, reflecting confidence in its future development [4] - The company previously sought listing opportunities on the Shanghai Stock Exchange's Sci-Tech Innovation Board and the Beijing Stock Exchange but ultimately chose to pursue the Hong Kong Stock Exchange [4]
李在明三战总统终登顶,他能否治愈韩国?
虎嗅APP· 2025-06-05 10:53
凤凰周刊旗下国际新闻平台,提供有质感和温度的全球故事。 本文来自微信公众号: 凤凰WEEKLY国际 ,作者:关珺冉,编辑:漆菲,题图来自:视觉中国 韩国史上最仓促的一场总统选举落下帷幕。 当地时间6月4日上午11时,新当选的韩国总统李在明在韩国国会宣誓就职。他在发表就职演说时 说:"现在是时候在分裂我们的仇恨和对抗之上,架起共存、和解与团结的桥梁,开启一个充满梦想 和希望、国民幸福的时代了。" 稍早前,作为共同民主党候选人的李在明以49.42%的得票率赢得韩国第21届总统选举。国民力量党 候选人金文洙 (41.15%) 、改革新党候选人李俊锡 (8.34%) 位列第二、三位。由于前总统尹锡 悦被弹劾下台、总统职位空缺,李在明在大选投票结果议案获表决通过后的4日6时21分开启他的任 期。 这位曾因贫困而辍学的寒门子弟一路逆袭登顶,三度竞选总统,如今修成正果。从结果来看,李在明 以1728.75万张的得票数创下历届总统选举之最,刷新尹锡悦上届大选时创下的纪录 (1639.4815万 张) ,但其得票率未能超过前总统朴槿惠在2012年创下的纪录 (51.55%) 。 从戒严风波 (2024年12月3日) 到选举投票 ...