集成电路产业趋向专业化分工，受益研发投入及制程发展，第三方实验室检测空间广阔 传统的集成电路产业最早采用IDM的经营模式，随着集成电路技术的快速更新换代和下游应用的多元 化，以Fabless+Foundry+OSAT为代表的集成电路专业分工模式应运而生，并推动集成电路产业向专业 化分工的方向逐步发展，Labless模式应运而生，目前半导体第三方检测分析服务主要集中于后道检测 与实验室检测。半导体产业客户的检测分析需求主要来自研发过程的新产品设计与新工艺研究、新产品 检测与新产线调试，受益于新兴产业驱动下半导体产业研发投入加大与产能扩张;先进制程对半导体测 试服务提出了更高的要求;第三方检测实验室具备专业性、经济性和中立性优势，逐步替代传统in-lab实 验室，专业化的集成电路测试的市场需求面十分广泛。据QYResearch预计，2031年全球半导体测试服 务市场规模将达到210.2亿美元，未来几年CAGR为6.9%，其中半导体第三方实验室检测分析市场规模 2024年已达44.31亿美元，预计2031年将增长至109.2亿美元，2025-2031年复合增长率为14%。 第三方实验室检测重点标的 智通财经APP获 ...

What if I told you that the design of your workspace may be quietly undermining your success more than your boss or your company's strategy. Y research shows that poor design can reduce your productivity by as much as 20%. Yet we often treat it like an afterthought.Now, you may be wondering, if workplace design really matters, why aren't CEOs and managers treating it like a strategic asset. Well, somewhere pre- pandemic, many tech firms uh designed what we call cathedrals of innovation based on this idea th ...

Join Paul Bloch, President and Co-founder of DDN, as he takes the stage in Paris to explore the rapid rise of AI infrastructure, sovereign intelligence, and the critical role of data in the age of superintelligence. From AI factories to sovereign clouds, high-frequency trading to digital twins, Paul reveals how France and the global tech ecosystem are racing toward a future powered by a million GPUs—and why data intelligence is the true currency of innovation. In this talk, you’ll hear: Why sovereign AI is ...

Subscribers to Chart of the Week received this commentary on Sunday, July 13.You should know by now to expect the unexpected with the stock market as it pertains to the Trump administration. The Aug. 1 deadline for tariffs announced on Tuesday took investors by surprise, but the real kick in the teeth was the sudden 50% tariff on copper imports. The commodity surged in response, which brought the old ‘Dr Copper’ adage into play.For the uninitiated, Investopedia says “… from homes and factories to electronic ...

How many treatment-resistant mental-health conditions are driven by hormonal factors is hard to know. But there is clearly enough evidence to take hormones more seriously in both sexes https://t.co/sOqSWRGRwlIllustration: Nathalie Lees https://t.co/wiTxJHvtyf ...

科普 CTO (community take over) meme、1% 理论，以及有效的 CTO 案例Bonk 上的 meme 是建设型的，有生命力的，并且也有点回到 meme 最原初的样子。现在 Bonk 上 fomo 的币大部分都是 CTO 社区币，这也是 meme 中一个非常强运营、强注意力需求的品类。CTO，community takes over，意思是 dev 卖完了自己的所有筹码后，有社区成员认为这个币的 IP 或文化有发展潜力，所以接管了该代币的运营letsBONK @bonk_fun 在 2025 年 6 月 4 日起就开始引导社区进行有效的 CTO 并提供资助。然而对于普通人来说，要去 CTO 一个标的是非常困难的，对我来说，每天冲的几百 k 的币太多了，我更喜欢多头下注、翻倍出本，如果要去 CTO 绝对是费时费力不值得的。谁问我我肯定都会第一时间辟谣「不 c，哥」但是我也乐于参与 Bonk 上有活跃社区的 CTO 代币，因为这些币给人看见了 meme 最初的样子。好玩，有趣，有意思，我就买点👉 1% 理论对普通人来说，不想 CTO 参与社区的话，我去年年底提出过一个观点，那就是「1% ...

The Federal Reserve is likely to cut rates in September, and, on top of that, President Trump is urging Fed Chairman Powell to resign, potentially to be replaced by someone more dovish. This favors risky assets like equities, but oneAs a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Directo ...

Group 1 - The S&P 500 continues to rise despite macroeconomic challenges such as tariffs, U.S. government debt concerns, and geopolitical tensions, indicating a strong market performance [1] - Large-cap companies are resuming high valuations, which raises caution among analysts regarding the sustainability of this market trend [1] - Analysts recommend investors to rotate their investments in light of the current market conditions [1] Group 2 - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which informs his insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and recognition in the investment community [1]

Group 1 - The Goldman Sachs ActiveBeta International Equity ETF (GSIE) utilizes a factor-based methodology but shows performance comparable to more established international ETFs like EFA and VEA [1] - GSIE has a significantly lower Assets Under Management (AUM) of approximately $4 billion, indicating less popularity compared to its alternatives [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 39 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...