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心智观察所:车载通信为何是国产替代的薄弱环节
Guan Cha Zhe Wang· 2025-05-11 01:15
Group 1: Company Performance - NXP reported Q1 revenue of $2.84 billion, a year-over-year decline of 9% and a quarter-over-quarter decline of 9% [1] - Following the earnings report, NXP's stock price dropped over 7% in after-hours trading, resulting in a market value loss of approximately $4.5 billion [1] - The company announced the retirement of CEO Kurt Sievers at the end of the year, with Rafael Sotomayor set to take over [1] Group 2: Market Conditions - The global automotive and industrial chip market has been experiencing a downturn since 2024, with companies facing challenges in inventory clearance [1][2] - The global automotive chip inventory turnover period has extended by 30%-50% year-over-year due to a significant drop in demand from automakers [2] Group 3: Strategic Moves - NXP made notable strategic moves, including a $307 million acquisition of AI chip startup Kinara Inc. and the launch of the new S32K5 series MCU, which features embedded MRAM technology [4][5] - The acquisition of Kinara is part of NXP's broader strategy to enhance its AI capabilities and provide a comprehensive AI platform [5] - NXP's focus remains on enhancing automotive and industrial communication capabilities through edge AI tools [5][6] Group 4: Industry Trends - The automotive communication market is undergoing significant changes, driven by the evolution of the automotive concept and increasing demands for computing power and integration in vehicle communication chips [7] - The shift towards software-defined vehicles (SDVs) necessitates a deep integration of communication chips and computing units, testing manufacturers' full-stack capabilities [8]
2025年CRM系统推荐:五大趋势引领行业变革
Sou Hu Cai Jing· 2025-05-10 20:05
在销售环节,SAP CRM的AI智能体(Joule)可自动分析客户沟通记录,生成销售策略建议。某汽车制 造商通过该功能优化报价策略,使订单转化率提升18%。此外,智能客服模块支持7×24小时响应,问题 解决率达85%,显著降低人力成本。 二、集成化协同:打破数据孤岛,构建全链路闭环 企业数字化转型的核心挑战在于跨系统数据流通。SAP CRM与SAP S/4HANA ERP、供应链管理 (SCM)等模块的深度集成,实现从客户触达到履约交付的全链路数据透明。某跨国能源企业通过该 方案将订单交付周期缩短40%,库存周转率提升25%。 随着企业数字化转型进入深水区,客户关系管理(CRM)系统已从传统工具进化为驱动业务增长的核 心引擎。2025年,行业呈现智能化、集成化、个性化、合规化、生态化五大趋势,全球CRM市场格局 加速重构。在此背景下,SAP CRM(思爱普)凭借其技术深度与行业广度,成为企业级市场的标杆选 择。 一、智能化升级:AI重构客户交互逻辑 2025年,AI技术已成为CRM系统的核心竞争壁垒。SAP CRM内置的SAP Business AI引擎,通过机器学 习算法实现客户行为预测准确率超90%。例如 ...
AI“助手”加入天文研究行列
Ke Ji Ri Bao· 2025-05-10 02:21
Core Viewpoint - The exploration for extraterrestrial life is being revolutionized by the integration of artificial intelligence (AI) into astronomical research, enhancing data analysis and hypothesis generation capabilities [1][2][6]. Group 1: AI in Astrobiology - NASA's "AstroAgents" system, consisting of eight AI agents, is designed to autonomously conduct research in astrobiology, analyzing data and generating scientific hypotheses [2][3]. - The system aims to study Martian samples to identify organic molecules that may indicate past or present life [2][3]. - AI agents utilize large language models to actively participate in research, determining research content and methods, and evaluating results [2][3]. Group 2: Discovering Exoplanets - The ExoMiner project, developed by NASA scientists, has successfully identified 370 previously unknown exoplanets using machine learning techniques [4][5]. - Despite the discovery, none of the identified exoplanets have environments similar to Earth, indicating a challenging search for habitable conditions [4][5]. Group 3: SETI and Electromagnetic Signal Monitoring - The SETI program is employing AI to analyze electromagnetic signals across a wide wavelength range, enhancing the search for extraterrestrial intelligence [6][7]. - A new AI-driven software system is being developed for the Very Large Array (VLA) to process vast amounts of data, significantly improving the efficiency of signal detection [6][7]. - SETI's efforts include scanning millions of stars and hundreds of galaxies for signs of life, with AI also being used to analyze Martian rock samples for biological indicators [6][7].
马云明日回归阿里?回应来了!
第一财经· 2025-05-09 14:51
Group 1 - Rumors circulated about Jack Ma's return to Alibaba, but he stated he had not heard of such plans [1] - Alibaba CEO Wu Yongming emphasized the need for the company to return to its entrepreneurial roots and embrace innovation in the face of AI technology [2][3] - Alibaba has reportedly reconnected internal network permissions across various business units, allowing employees to collaborate more effectively [3] Group 2 - Tmall's 618 shopping festival will feature a simplified discount model, offering a 15% reduction on purchases, with additional coupons and discounts available [4] - Douyin has intensified efforts to combat fraudulent tipping practices in live streaming, recovering over 1,000 accounts in the first quarter [5] - Dazhong Dianping has launched a reporting channel for users to report harassment from merchants related to reviews [6] Group 3 - The e-commerce platform Dewu reported a doubling of annual sales for 6,120 brands, with over 500 million users, primarily targeting the post-95 demographic [7] - Xiangdao Travel announced a C-round financing of over 1.3 billion RMB and plans for an IPO in Hong Kong [8] - Shenzhou Car Rental initiated a "dirty must compensate" service quality month to enhance vehicle cleanliness standards [9] Group 4 - Google Pay's regulatory oversight by the U.S. Consumer Financial Protection Bureau has been revoked, reversing a previous decision [10] - Tencent has launched an open-source video generation tool, enhancing capabilities for creating customized videos [11] - Semiconductor manufacturer SMIC indicated potential downward adjustments in inventory targets from smartphone clients due to market conditions [13] Group 5 - TSMC reported a 48.1% year-on-year increase in sales for April, reaching 349.57 billion NTD [14] - Major U.S. tech companies discussed the need for increased infrastructure investment and reduced regulatory barriers for AI at a congressional hearing [15] - Elon Musk's AI startup xAI is in talks for new funding, with a potential valuation increase from $80 billion to $120 billion [17] Group 6 - New Hope reported a sales volume of 1.596 million pigs in April, with a revenue of 2.278 billion RMB [33] - Fangzheng Securities announced a leadership change with the retirement of its president and the appointment of a new president [34] - Fosun Pharma received FDA approval for clinical trials of its self-developed product aimed at treating androgenetic alopecia [35][36] Group 7 - Shimao Group reported a cumulative contract sales amount of approximately 9.07 billion RMB for the first four months of 2025 [37]
传韩国断供HBM设备
是说芯语· 2025-05-09 14:07
申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 据知情人士透露,韩国政府计划限制 HBM (高带宽内存)设备的出口,特别是关键的 TC Bonder (热压键合机)设备。据悉,韩国政府已要求本土主要 的 TC Bonder 制造商,暂停向特定国家和地区的客户交付设备,同时收紧对相关技术出口的审批流程。 HBM TC Bonder 在深入探讨韩国断供事件之前,我们先来了解一下 TC Bonder 到底是什么,以及它在半导体行业中为何如此重要。 TC Bonder ,也就是热压键合机,别看它只是一台设备,却是半导体封装环节中的 " 关键先生 " 。尤其在 HBM 的制造过程中,它承担着将多个 DRAM 芯 片精准堆叠并实现电气连接的重任。打个比方,如果把 HBM 比作一座高楼大厦,那么 TC Bonder 就是那位技艺精湛的 " 建筑大师 " ,负责将每一块 " 芯 片砖块 " 严丝合缝地堆叠起来,确保整座 " 大厦 " 能够稳定运行。 目前,根据填充材料的不同,热压键合技术分为 TC-NCF 、 TC-NCP 、 TC-CUF 、 TC-MUF 等多种类型;而依据基板材料的差异,又有 Chip-to- ...
网传马云明日回归阿里,本人回应;王健林所持3亿元股权被冻结;苹果开发全新专用芯片丨大公司动态
Di Yi Cai Jing· 2025-05-09 12:45
第一财经每日精选最热门大公司动态,点击「听新闻」,一键收听。 【今日推荐】 网传马云明日回归阿里,本人回应:没听说 阿里被曝全面打通内网权限 据阿里多名内部员工在社交平台上爆料,5月8日晚,阿里集团全面打通内部论坛权限,淘天、阿里云、 大文娱、菜鸟、钉钉、飞猪、国际等各个业务的员工,时隔两年又在内网重聚。5月9日,就此向其他阿 里员工进行求证,对方确认消息为真。社交媒体上不少员工纷纷发帖纪念重回内网,直呼"见证历 史","MAGA","Make Alibaba Great Again"。有员工发现,多个业务的HR负责人已经挂到集团CPO (首席人才官)蒋芳下面。此外,菜鸟等各个业务,本周也开始有员工陆续收到工牌替换通知,预计阿 里后续会全面统一工牌。另据员工透露,阿里接下来可能会开启跨集团转岗。(智通财经) 一件就减!天猫618立减8.5折 近日社交媒体盛传"马云5月10日回归阿里,将要重启大集团模式"。对此,马云回复称"没听说"。(智 通财经) 王健林所持万达商管3亿元股权被冻结 近日,王健林新增1条股权冻结信息,股权所在企业为大连万达商业管理集团股份有限公司,冻结股权 数额约3亿人民币,冻结期限自2025 ...
AI带来的焦虑,怎么治?
虎嗅APP· 2025-05-09 10:47
AI卷起的财富风暴。 出品 | 虎嗅科技组 作者 | 房晓楠 以下文章来源于AGI接口 ,作者房晓楠 AGI接口 . 编辑 | 苗正卿 头图 | AI制图 人类会被AI替代吗? 在一份覆盖国内11814名职场受访者的调研报告(长江商学院张晓萌教授领导力与行为心理研究中心出品)中,一组数据显示,"重度AI 替代担忧者的抑郁比例高达34.13%,远高于经济衰退焦虑群体",这表明,AI冲击对职场人心理健康的负面影响甚至要强于经济衰退。 同样是在这份调研报告中,高达85.53%的受访者对AI可能对自己的就业带来冲击表示担忧,甚至67.57%的受访者认为替代进程将在未来 五年内发生。 但另一方面,与这种焦虑和替代担忧相对应的是,大多数人也并不否认AI在提升效率上的优势,尽管存在焦虑,但仍对AI的长期社会效 益持有一种乐观态度。 既焦虑,又乐观。这似乎是一个矛盾。 在长江商学院教授张晓萌看来,这看似不可调和的矛盾背后,存在着一个重要的调节变量,即你是否真的知道AI是什么?大多数时候, 人类的恐惧往往来自于未知,当你勇于直面,认知达到一种程度的时候,悲观恐惧就会被乐观取代。 作为研究者,我想用数据来呈现当前人们对AI工具的 ...
美国科技巨头齐聚国会山,他们聊了啥
第一财经· 2025-05-09 08:58
2025.05. 09 本文字数:1417,阅读时长大约2分钟 导读 :OpenAI首席执行官(CEO)奥尔特曼(Sam Altman) 、AMD的CEO苏姿丰(Lisa Su)和微软总裁史密斯 (Brad Smith)出席了当天的听证会。 作者 | 第一财经 孙卓 封面图来源 | 视觉中国 美国科技行业的几大巨头OpenAI、微软(Microsoft)与超微半导体(AMD)高管于当地时间周四 (5月8日)出席美国国会参议院听证会,期间建议美国政府加大基础设施建设、减少监管障碍和加 大人工智能(AI)出口。 OpenAI首席执行官(CEO)奥尔特曼(Sam Altman) 、AMD的CEO苏姿丰(Lisa Su)和微软总 裁史密斯(Brad Smith)出席了当天的听证会。 奥尔特曼告诉驴象两党成员,他预计,如果美国能积极投资AI基础建设,未来几年将加速推动社会 进步。"我相信这至少会和互联网一样大,甚至更大。"奥特曼在开场发言中谈到人工智能改变社会的 潜力时说道,"要实现这一点,基础设施投资至关重要。"奥尔特曼呼吁参议员们"助推"人工智能和能 源生产的"双重革命","我认为这将以极其积极的方式改变我们生活的 ...
再帕尔·阿不力孜教授将出席ACCSI 2025,共议质谱分析技术前沿
仪器信息网· 2025-05-09 08:16
导读: Nature力荐的空间组学,质谱成像技术 (MSI) 凭借其多尺度可视化分析能力成关键驱动力,且在临床诊断和精准医疗中有广阔研究前景。5月13日再帕尔· 阿不力孜教授将出席ACCSI2025做前沿分享。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 在2 0 2 2年, Na tur e 将空间组学评为最值得期待的七项技术之一,彰显了其在生命科学领域的潜力。而在推动空间组学快速发展的背后,质谱 成像技术(Ma ss Sp e c tr ome tr y Ima g i n g,MSI)正发挥着不可替代的作用。 MSI技术具有显著的多尺度可视化分析能力,能够从整体动物、组织到组织微区乃至单细胞层面,实现分子的空间定位与定性分析。这一技术 不仅揭示了分子在生物体内的特异性分布,更为科学家提供了分子功能与空间位置之间的关键关联信息,从而深入解析生物化学过程以及分子 在生理与病理机制中的作用。与此同时,MSI技术推动空间多组学的发展,为揭示分子在生命活动及病变过程中的作用机制,为药物研发、疾 病发生发展机制研究和新型疾病标志物的发现等提供 ...
Rapidus社长:2纳米生产速度能达到台积电3倍
日经中文网· 2025-05-09 08:07
Rapidus社长小池淳义接受日本经济新闻采访 力争量产最尖端半导体的日本Rapidus的社长小池淳义表示,2纳米半导体的量产虽然会比台积电晚 2年,但使用在全部工序中每片晶圆高速处理的生产方式,从订货到芯片生产、组装所需的速度可 以提高到台积电的2~3倍以上…… 力争量产最尖端半导体的日本Rapidus的社长小池淳义日前在接受日本经济新闻采访时表示, 作为代工的候选客户,"正在与40~50家企业进行磋商"。针对4月1日在北海道千岁市的工厂 部分开始运行的试生产线表示,预计月内启动全部工序,"最迟将在7月中旬之前向客户展示 产品的数据"。 小池淳义在试制开始前接受了采访。小池没有提及候选客户的具体名称,只是表示"正在与美 国的GAFAM(巨型科技企业)和设计人工智能(AI)芯片的初创企业进行协商"。对于从中国制造 商获得代工订单,表示"目前很困难"。 在最尖端的半导体生产方面,台积电(TSMC)独家代工美国英伟达的AI芯片等,处于一家独大 状态。小池淳义社长表示"美国客户意识到中美之间的分裂,认为需要第二供应商(替代供应 商)的呼声日益增强"。 迄今为止,Rapidus已与美国AI芯片设计公司Tenstorr ...