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MCU,巨变
半导体行业观察· 2025-07-13 03:25
引言 2025 年 , 仅 半 年 时 间 内 , ST 、 恩 智 浦 、 瑞 萨 等 头 部 MCU 厂 商 几 乎 同 时 发 布 搭 载 新 型 嵌 入 式 存 储 ( 如 PCM 、 MRAM)的汽车MCU产品,打破了MCU长期以来以嵌入式Flash为主的技术格局。虽然谈"标配"仍为时尚早,但可 以肯定的是:新型存储已经从"尝试"跃升为"战略布局",并开始对MCU生态产生深远影响。 | ) | 新存储路径 | 代表产品 | 工艺节点 | 面向应用 | | --- | --- | --- | --- | --- | | ST | PCM | Stellar P/G系列 | FD-SOI | SDV、电动化平台 | | NXP | MRAM | S32K5系列 | 16nm FinFET | 分区架构/OTA | | Renesas | MRAM | RA8P1系列 | 22nm | AI语音、多模态 | | Infineon | eRRAM | AURIX Next | 台积电合作 | 车规控制 | 公众号记得加星标⭐️,第一时间看推送不会错过。 过去,MCU是一种"小而美"的器件,用于基本控制逻辑。 ...
AI时代,共情还稀缺吗?
3 6 Ke· 2025-07-13 02:22
西奥多是一名中年男性,离婚后的他独来独往,没有亲近的家人与朋友,十份孤单。一天他了解到一款能聊天的AI聊天机器萨曼莎,她的情感像人类一 样细腻,认真地倾听西奥多的诉说,理解他的痛苦,给他温暖的回应。西奥多在与萨曼莎的关系中逐渐摆脱了孤独感,并爱上了她。 这是上映于2013年的科幻电影《她》的剧情,却也奇妙地预言了十多年后的今天的现实。随着大语言模型(LLM)的技术突破,和ChatGPT的问世,无数 的萨曼莎开始走进我们的生活,越来越多人不只把AI作为生产力助手,而是当作倾诉情感的对象。大量基于LLM的软件涌现出来,给人类提供情绪支 持、疗愈甚至心理咨询。有人说,AI比咨询师更理解ta,有人却觉得机器永远不能替代人与人的情感连结。 AI是否具备共情能力?为什么不同人对AI共情的接受程度差异如此之大?在AI不可避免地渗透到生活每个角落的时代,我们又该如何理解人与AI的关 系,想象共情的未来? AI具备共情能力吗? AI是否具备共情能力,并没有简单的答案,而是取决于我们如何定义共情。 心理学研究表明,共情(empathy)并非是单一的概念,而是由"认知共情"、"情绪共情"和"共情关怀"三个部分组成。其中,"认知共情 ...
创投| 未可知 x AdventureX: 张孜铭担任黑客松评委, 与Z时代点燃创新风暴
数字原生代掀起科技风暴 全球极客盛宴再启新章 在代码与创意碰撞的数字时代,Z世代正以颠覆性的创造力重新定义技术边界。2023年,由两位00后极客领衔发起的AdventureX 全球黑客马拉松,以其独特的青春视角点燃了全球技术社群的热情。这场被誉为 "开发者世界杯"的顶级赛事, 不仅云集了六大洲的 新锐程序员,更凭借其开放共享的极客文化与突破性的项目孵化机制,持续刷新着人们对年轻一代技术能力的认知。 从硅谷到中关 村, 这场持续72小时的数字狂欢正在书写属于新一代技术领袖的传奇。 从校园到世界: AdventureX的成长之路 AdventureX的故事始于两位00后高中生—— 朱浩宇和徐晨 的大胆构想。在高二那年,他们萌发了一个为国内年轻人打造黑客松的 创意,并立即付诸行动,组建起一支充满活力的年轻团队。 经过九个月的艰苦奋斗,这个年轻的团队创造了令人瞩目的成绩:从零起步筹集到百万元赞助资金,成功邀约百余位来自科技和创 投领域的顶尖嘉宾。首届活动便吸引了全球182个国家和地区的近4500名参赛者,参赛群体涵盖中学生、大学生及年轻开发者等多 元背景。 今年,AdventureX实现全新突破:规模持续扩大,场地全 ...
Should You Buy Meta Platforms Stock Before July 30?
The Motley Fool· 2025-07-12 08:28
Core Viewpoint - Meta Platforms is experiencing strong operating performance driven by investments in AI, leading to stock trading near record highs and expectations for a robust second-quarter financial report [2][8]. Group 1: AI Impact on Business - Meta has become a leading platform for advertisers, reaching over 3.4 billion daily users across its social media platforms, which enhances its advertising revenue [4]. - The company has developed an AI algorithm that personalizes content for users, resulting in a 6% increase in time spent on Instagram and a 7% increase on Facebook over six months [5]. - Meta AI, launched in 2023, has nearly 1 billion monthly active users, showcasing its rapid adoption and effectiveness [6]. Group 2: Financial Performance - In Q1 2025, Meta reported total revenue of $42.3 billion, a 16% increase year-over-year, and earnings per share (EPS) of $6.43, up 37% [8]. - Management guidance suggests Q2 revenue will be between $42.5 billion and $45.5 billion, indicating continued growth [8]. - Wall Street estimates predict an EPS of around $5.84 for Q2, reflecting a more modest increase of approximately 13% due to significant AI investments [9]. Group 3: Capital Expenditures and Future Outlook - Meta plans to spend between $64 billion and $72 billion on AI infrastructure and chips in 2025, an increase from previous estimates [10]. - This capital expenditure may impact short-term earnings but is expected to drive long-term growth as AI investments mature [11]. - An increase in the capex forecast could signal management's confidence in AI's transformative potential for the business [11]. Group 4: Investment Considerations - Meta's current price-to-earnings (P/E) ratio is 28.3, making it cheaper than the Nasdaq-100 index at 32.3, positioning it as an attractive investment [12]. - The stock is considered a good buy ahead of the upcoming financial report, especially for long-term investors [14].
泽睿首次推出耐温超过1800℃高结晶碳化硅纤维 攻克复合材料“卡脖子”技术
Yang Guang Wang· 2025-07-12 07:28
图为展会现场 公司创始人、首席科学家黄小忠教授是国内著名的复合材料专家,毕业于华中科技大学、国防科技大学,现为中南大学博导、中南大学碳化硅纤维复合 材料研究所首任所长。多年来,他瞄准国际上最前沿的技术,针对国家急需高性能、大批量、质量轻、低成本复合材料,他持之以恒在复合材料领域进行科 技攻关,取得了多个重大技术突破,他研发的多个新材料广泛地应用于国防和民用产品上。 黄小忠 教授 泽睿拥有雄厚的人才队伍和技术实力,目前公司员工300 余人,其中有博士学位人员23人、高级职称18人,具有海外留学访学经历科研人员8名,有湖 南省创新人才1名、长沙市科技领军人才1名、长沙市高精尖人才1名,同时有工业部门工作经历的科研骨干和管理人员15人。 公司位于长沙市高新区,现有研发和生产基地近300亩;依托碳化硅纤维及其复合材料湖南省工程实验室、湖南省掺杂碳化硅纤维工程技术研究中心两 个省级科研平台,公司实现了碳化硅纤维产业化突破,建立了规模化生产基地,形成了多系列的碳化硅纤维,现拥有相关专利近40项,具有独立的自主知识 产权,自主可控。 SAMPLE中国2025年会暨第二十届国际先进复合材料制品、原材料、工装及工程应用展览会6 ...
扎克伯格的“AI雄心壮志”添关键拼图! Meta(META.US)将AI语音领军者PlayAI纳入麾下
智通财经网· 2025-07-12 07:24
智通财经APP获悉,据媒体看到的一份内部备忘录,Meta(META.US)完成了对于专注AI语音技术的小型 AI初创公司PlayAI的收购进程,"整个 PlayAI 团队"将于下周加入Facebook母公司Meta(META.US)。据了 解,PlayAI团队届时将向约翰·沙尔奎克(Johan Schalkwyk)汇报——后者近期刚从另一家聚焦于AI语音的 AI初创公司Sesame AI Inc.加盟 Meta。 Meta掌舵者扎克伯格的"AI雄心壮志"可谓再添一关键拼图。扎克伯格将大举推进人工智能技术更新迭代 以及将AI推进至Meta软件生态,列为Meta今年的首要任务,正斥资约650亿美元大举投资AI服务器集 群、高性能以太网交换机系统等AI核心基础设施,并且积极招募全球最顶尖人才以构建全球最强大AI 模型以及筑建起强大的基于Meta体系的AI应用软件生态。 据了解,Meta首席执行官马克·扎克伯格近期宣布对该公司AI业务部门进行重大重组,任命前Scale AI首 席执行官亚历山大·王(Alexandr Wang)领导新成立的Meta超级智能团队(Meta Superintelligence Labs)。 ...
搁浅的硅基梦:从“芯片希望”到“僵尸工厂”
是说芯语· 2025-07-12 02:02
以下文章来源于EEPW ,作者EEPW编译 EEPW . 关注EEPW电子产品世界网,获取电子行业资讯和技术解决方案。 我国在发展本土半导体产业方面采取了激进的策略,就现在看来,无疑已经取得了很大成功。 如今,我国拥有相当先进的晶圆厂,能够使用 7 纳米级工艺技术生产逻辑芯片,以及世界级的 3D NAND 和 DRAM 存储设备。 然而,发展到路上总不是一帆风顺,由于投资失误、技术缺陷和不可持续的商业模式,我国也确实 出现了许多的失败案例。 也就是说,全国范围内有许多空置的晶圆厂——僵尸晶圆厂。 据 TrendForce 统计: 截至 2024 年初,我国拥有 44 家晶圆半导体生产设施,包括 25 家 300 毫米晶圆 厂、5 家 200 毫米晶圆厂、4 家 150 毫米晶圆厂和 7 家停产的工厂。当时,我国正在建设 32 个额外的半 导体制造计划,作为"中国制造 2025"计划的一部分,包括 24 家 300 毫米晶圆厂和 9 家 200 毫米晶圆厂。 像中芯国际、华虹、纳芯微、长鑫和士兰等公司计划在 2024 年底前在 10 家新晶圆厂开始生产,包括 9 家 300 毫米晶圆厂和 1 家 200 毫米晶 ...
Credit Acceptance Announces Extension of Revolving Secured Warehouse Facility
Globenewswire· 2025-07-11 20:02
Southfield, Michigan, July 11, 2025 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the “Company”, “Credit Acceptance”, “we”, “our”, or “us”) announced today that we extended the date on which our $75.0 million revolving secured warehouse facility will cease to revolve from September 30, 2026, to September 30, 2028. The interest rate on borrowings under the facility has decreased from the Secured Overnight Financing Rate (“SOFR”) plus 210 basis points to SOFR plus 185 basis ...
INVESTOR ALERT: Investigation of Capricor Therapeutics, Inc. (CAPR) Announced by Holzer & Holzer, LLC
GlobeNewswire News Room· 2025-07-11 17:00
ATLANTA, July 11, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Capricor Therapeutics, Inc. (“Capricor” or the “Company”) (NASDAQ: CAPR) complied with federal securities laws. On July 11, 2025, Capricor announced that it had received a Complete Response Letter (“CRL”) from the FDA regarding its Biologics License Application (“BLA”) for Deramiocel. Following this news, the price of the Company’s stock dropped.  If you purchased Capricor stock and suffered a loss on that investment, y ...
Unisys Declines 12% in a Month: Time to Buy, Sell or Hold the Stock?
ZACKS· 2025-07-11 16:55
Core Insights - Unisys Corporation (UIS) shares have decreased by 12.1% over the past month, underperforming the industry and the S&P 500 [1][6] - The stock closed at $4.27, below its 52-week high of $8.93 and above its 52-week low of $3.32 [1] - The decline is attributed to lower discretionary project work and declines in third-party volume, alongside concerns over revenue from cloud applications and infrastructure solutions [4][5] Financial Performance - UIS has a forward price-to-sales (P/S) ratio of 0.15, significantly lower than peers like C3.ai (7.39X), SoundHound (26.25X), and Genpact (1.55X) [6][16] - The Zacks Consensus Estimate for UIS' earnings per share (EPS) for 2025 and 2026 remains unchanged, with projections indicating growth of 28.9% and 120.7% respectively [6] Business Development - Unisys is experiencing strong momentum in new business signings and client engagement, particularly in Device Subscription Services, application modernization, and cybersecurity [9] - The company is focusing on innovation in generative AI, cybersecurity, and quantum-resistant technologies, which are gaining traction among clients [12][13] Operational Execution - Field service activity is showing signs of recovery, supported by improving trends in infrastructure-related work and anticipation of a broader PC refresh cycle [10] - The company expects clients to accelerate technology upgrades, which will likely boost demand for high-margin services [11] Strategic Positioning - Unisys maintains a healthy financial foundation with disciplined cost management, leading to lower operating expenses and improved cash generation [14] - Recognition from industry analysts and strengthened partnerships enhance brand credibility and access to new opportunities [15]