Core Insights - The collaboration between Zhifang Intelligent and Jingneng Microelectronics marks a significant step in integrating robotics with the semiconductor industry, aiming to develop general-purpose embodied intelligent robot solutions for semiconductor factories [1][3] - The semiconductor industry is facing challenges in automating the last 5-6% of processes, which traditional automation cannot efficiently address, highlighting the potential role of robotics in overcoming these hurdles [2] - The demand for power semiconductors is expected to grow as intelligent robots transition to electric drive systems, creating new opportunities within the semiconductor market [4][5] Group 1: Strategic Collaboration - Zhifang Intelligent and Jingneng Microelectronics have signed a strategic cooperation agreement to deploy general-purpose embodied intelligent robots in advanced semiconductor factories, marking a global first [1] - The project will be implemented in phases, starting with the introduction of Zhifang's robot system "Aibao" at Jingneng's Hangzhou base, focusing on automating high-precision processes [3] Group 2: Automation Challenges - The semiconductor manufacturing industry has achieved a 94% automation rate, but the remaining 5-6% poses significant cost challenges, making it difficult to justify further automation investments [2] - The introduction of robotics is seen as a solution to these traditional automation limitations, allowing for adaptability in changing manufacturing scenarios [2] Group 3: Market Opportunities - Jingneng Microelectronics aims to leverage the growing demand for power semiconductors driven by the robotics sector, with an estimated 80% overlap in chip requirements between automotive and robotics applications [5][6] - The evolution of power devices in robotics is expected to shift from 24V systems to higher voltage systems, creating a need for advanced semiconductor solutions [6] Group 4: Silicon Carbide Market Dynamics - The rapid development and cost reduction of silicon carbide (SiC) chips are opening new application spaces in the power semiconductor market, particularly for electric vehicles [7] - The global demand for SiC chips is primarily driven by the electric vehicle market, with China being a key player, providing a competitive advantage in terms of cost and efficiency [7]

复苏来了吗？ 作者 I 杨继云 报道 I 投资界PEdaily 春江水暖，往往始于招人。 以往春节过后，通常都会有一波VC招聘。但最近几年"逃离一级市场"的声音不绝于耳， 裁员收缩席卷VC圈。直至今年，气氛悄悄发生一些变化——De e pSe e k爆红，掀起中国科 技资产重估浪潮，VC又开始忙碌起来。 仅在今天（3月5日），达晨财智、丰年资本都开放年度最大招聘需求，涉及众多岗位， 更显而易见的是对AI、具身智能、半导体、自动驾驶等科技领域的全面加码—— "未来十年，科技是最大的确定性，本土科技还有很多机会等待我们发掘。" 过去一个月，投资界与各家VC/PE交流中发现，酝酿招人计划的机构不在少数。而多位 创投大佬不约而同地表达了一个共同观察：一级市场开始局部回暖。 VC圈第一波招聘来了 "春节回来，招聘需求肉眼可见地多了起来，甚至有VC机构一连提了8个岗位需求。"一 级市场的猎头们率先感到了一丝回暖。 猎头还透露一家头部双币基金，正面向市场招募一名专注AI领域的投资人，职级视经验 而定，要求主导过AI领域投资项目，有大模型或AI应用层成功退出案例者加分。当中还 有一个硬性要求： 9 0后，紧跟AI前沿发展。 ...