1. 【"生物人工智能"系统创建】7月14日消息，澳大利亚悉尼大学研究团队开发出一种名为PROTEUS 的"生物人工智能（AI）"系统。该系统通过模仿自然进化过程，能在几周内创造出具有新功能的分子， 为药物研发和生物技术带来突破性进展。该成果发表在最新一期《自然·通讯》期刊上，不仅展示了生物 技术与AI融合的前景，更可能为个性化医疗和精准治疗提供关键工具。（光明网） 2.【 全球首个AI智能体运行安全测试标准发布】 7月14日消息，日前，世界数字科学院（WDTA）在联 合国日内瓦总部正式发布AI STR系列新标准《AI智能体运行安全测试标准》，标准由蚂蚁集团、清华大 学、中国电信牵头，联合普华永道、新加坡南洋理工大学、美国圣路易斯华盛顿大学等二十余家国内外 机构、企业及高校共同编制，为全球首个单智能体运行安全测试标准，解决了智能体安全测试技术标准 的行业空白。（上游新闻） 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业 ...

智通财经7月14日电，澳大利亚悉尼大学研究团队开发出一种名为PROTEUS的"生物人工智能（AI）"系 统。该系统通过模仿自然进化过程，能在几周内创造出具有新功能的分子，为药物研发和生物技术带来 突破性进展。该成果发表在最新一期《自然·通讯》期刊上，不仅展示了生物技术与AI融合的前景，更 可能为个性化医疗和精准治疗提供关键工具。 "生物人工智能"系统创建 ...

全文阅读时长约11分钟 智能组织感知系统（intelligent organizational sensory system）能够探测、处理并对环境变化的信号作出反应，从而为企业带来强有力的竞争优势。 2020年初，亚马逊面临前所未有的挑战：新冠疫情引发电商需求激增，同时全球供应链受到严重冲击。几周内，公司必须迅速扩展运营规模，保障员工安 全，并优化物流体系，以应对剧变的市场。亚马逊的快速应变并非偶然，而是得益于其高度成熟的组织感知系统，使其能比竞争对手更快地发现、理解并 应对外部环境的变化。 所谓"组织感知系统"（organizational sensory system），是指一个由工具、流程和实践构成的集成网络，帮助企业系统性地监测外部环境、捕捉变化信号， 并将其转化为可执行的洞察。就像一个有机体的神经系统，它由专门的"传感器"负责探测特定类型的信息，通过"神经通路"传递数据，再由"大脑"进行处 理，并激活响应机制，实现快速行动。 一个高效的组织感知系统建立在四个互为依托的核心要素之上：战略传感器、数据整合、分析智能和支持性文化。这些要素共同赋予组织以洞察、远见与 清晰判断的能力。通过聚焦这四方面，组织 ...

Everyone thinks robotics means clunky factory arms welding car parts together. That outdated view is about to cost investors billions in missed opportunities. Today's robots are powered by artificial intelligence (AI), navigate using computer vision, and work alongside humans rather than replacing them.The smartest money is flowing into companies that view robotics not as a product to sell, but as a tool to dominate their industries. Some are building humanoid robots that could work in factories and homes. ...

以下文章来源于傅里叶的猫 ，作者小小 傅里叶的猫 . 芯片EDA大厂资深工程师，半导体AI行业解读及研报分享 这两天EDA断供的事传的沸沸扬扬，金融时报和路透社都报道了这件事。截止到目前，最新的消息还 是这两个报告中的内容，但还不知道具体的细节。笔者认为全面断供即一刀切的可能性并不是很大，这 样就基本意味着中美半导体产业的脱钩。 虽然我们目前都在讲国产替代，但还是要正视跟美国的差距，目前全球三大家EDA公司：Synopsys、 Cadence和西门子EDA（被收购前叫Mentor）还是处于垄断地位，国内绝大多数的芯片设计公司依然是 使用这三家的工具和IP，这篇文章我们来分析一下EDA这个行业，以及国产EDA都覆盖了哪些方面。 本文中的很多图片和数据参考自沙利文的研报和知识星球"半导体综研"中的统计内容。 EDA行业的规模并不大 其实对于很多非芯片行业的人，可能都听过英伟达、Intel、AMD、高通芯片这种设计公司，除了Intel， 其他几家都是Fabless，也就是只设计，没有foundry；肯定也听过台积电、中芯国际、华宏这种foundry 公司，但却很少有人听过Synopsys（新思）、Cadence和M ...

这两天EDA断供的事传的沸沸扬扬，金融时报和路透社都报道了这件事。截止到目前，最新的消息还是这两个报告中的内容，但还不知道具体的细节。 笔者认为全面断供即一刀切的可能性并不是很大，这样就基本意味着中美半导体产业的脱钩。 虽然我们目前都在讲国产替代，但还是要正视跟美国的差距，目前全球三大家EDA公司：Synopsys、Cadence和西门子EDA（被收购前叫Mentor）还是处 于垄断地位，国内绝大多数的芯片设计公司依然是使用这三家的工具和IP，这篇文章我们来分析一下EDA这个行业，以及国产EDA都覆盖了哪些方面。 本文中的很多图片和数据参考自沙利文的研报和知识星球"半导体综研"中的统计内容。 EDA行业的规模并不大 其实对于很多非芯片行业的人，可能都听过英伟达、Intel、AMD、高通芯片这种设计公司，除了Intel，其他几家都是Fabless，也就是只设计，没有 foundry；肯定也听过台积电、中芯国际、华宏这种foundry公司，但却很少有人听过Synopsys（新思）、Cadence和Mentor。即便这三家公司对半导体行 业的影响也都非常大，甚至可以认为这三家公司在芯片行业的影响力跟台积电一样高。比 ...

Financial Data and Key Metrics Changes - The company reported revenue of $1.6 billion, representing a 10% year-over-year increase, exceeding the midpoint of guidance [4][14][15] - Non-GAAP operating margin was 38%, and non-GAAP EPS was $3.67, which was above the guided range [14][15] - Backlog increased by $400 million quarter-over-quarter to $8.1 billion [14][15] Business Line Data and Key Metrics Changes - Design Automation segment revenue was $1.12 billion, up 6% year-over-year, with an adjusted operating margin of 40.9% [16] - Design IP segment revenue increased by 21% year-over-year to $482 million, with an adjusted operating margin of 31.2% [16][10] Market Data and Key Metrics Changes - Strong demand was noted in Europe and South Korea, which offset headwinds from China [15] - The company observed a slowdown in China, which is expected to decline year-over-year, while other regions showed resilience [5][15][27] Company Strategy and Development Direction - The company is focused on leveraging megatrends in AI, software-defined systems, and silicon proliferation to drive growth [5][14] - The pending acquisition of Ensys is aimed at enhancing AI-powered silicon design solutions [6][12] - The company is investing to maintain its leadership position in AI for chip design [13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a "tale of two markets," with robust demand in AI and HPC sectors, while non-AI end market demand remains subdued [5][4] - The company reiterated its full-year guidance despite challenges in China, citing strong execution in other regions [27][78] Other Important Information - Free cash flow was approximately $220 million, with cash and short-term investments totaling $14.3 billion and debt of $10.1 billion [16][17] - The company is confident in achieving industry-leading double-digit revenue growth despite potential challenges in China [102] Q&A Session Summary Question: What is the expected impact of declining sales in China? - Management confirmed that they are anticipating a decline in China year-over-year but reiterated full-year guidance based on strong performance in other regions [27][78] Question: Can you clarify the bond payment structure? - Management indicated that the first bond payment would include a catch-up for the first half month, transitioning to a regular semiannual payment schedule [28][29] Question: How is the revenue mix in China divided among software, IP, and hardware? - The company does not disclose revenue by region but indicated that the mix is similar to that of other regions [32] Question: What is the outlook for R&D spending among major customers? - Management noted that while there may be fluctuations, committed agreements generally remain stable, and opportunities arise when customers push their roadmaps [40][60] Question: What is the status of the pending ANSYS acquisition? - Management expressed confidence in closing the acquisition in the first half of the year, citing positive negotiations with regulators [42][63] Question: How is the company addressing the need for more system design capabilities? - The company is focused on completing the ANSYS acquisition, which is seen as essential for enhancing system design capabilities [42] Question: What are the expectations for R&D investment in the semiconductor industry? - Management observed a pickup in R&D investment in automotive and industrial sectors, indicating a positive trend for future growth [88][89] Question: How does the company view pricing power in the current environment? - Management stated that pricing is based on the value delivered to customers, and there is an opportunity to improve pricing as challenges in chip design increase [79][80]

Group Overview - IBA reported a solid start to 2025, driven by strong market momentum in Proton Therapy and positive trends in Dosimetry [4][6] - The company has a backlog of €1.5 billion in IBA Clinical Equipment and Services, with a positive net cash position of €9 million [6] - A share buyback program is ongoing, with 582,849 shares purchased as of May 19, 2025, against a target of 650,000 by year-end [6] Proton Therapy and Dosimetry - There are currently 38 ongoing proton therapy projects, including 8 ProteusPLUS and 30 ProteusONE systems, with 9 installations underway [7] - Strong commercial activity is noted in the Asia-Pacific region, with significant contracts signed in India and Taiwan [7] - The integration of Radcal Corporation is back on track, supporting profitability in Dosimetry [7] Product Innovations - IBA launched the QUASAR GRID system and myQA Blue Phantom, enhancing quality assurance solutions [7] - Two additional sales in Radio Pharma Solutions were activated post-period, including a contract in Taiwan [7] - The company introduced CASSY, a new compact synthesizer aimed at improving efficiency in radiotracers production [7] Financial Outlook - IBA maintains its one-year guidance for 2025, expecting a REBIT of at least €25 million, supported by positive performance in Proton Therapy [9] - The mid-term outlook (2024-2028) indicates confidence in sustained profitability while monitoring macroeconomic conditions [10] - Revenue is projected to grow at a normalized frontloaded rate of 5-7% CAGR, with OPEX expected to be up to 30% of sales per annum [14]

Quantum-Si (QSI) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Katherine Atkinson - SVP - Commercial MarketsJeff Hawkins - President & CEOJeff Keyes - CFO Conference Call Participants Kyle Mikson - Managing Director & Senior Research AnalystScott Henry - Managing Director & Senior Research AnalystSwayampakula Ramakanth - Managing Director & Senior Equity Analyst Operator Day, and thank you for standing by. Welcome to the Quantum SI First Quarter twenty twenty five Earnings Call. At thi ...

Quantum-Si (QSI) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Day, and thank you for standing by. Welcome to the Quantum SI First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there'll be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To answer your question, please press 11 ag ...