公众号记得加星标⭐️，第一时间看推送不会错过。 来 源： 内容编译自 semiengineering 。 要管理多芯片组件中的热应力和机械应力，需要详细了解器件的使用方式和使用地点、封装方式，以 及在预期寿命期间的任何时间点应力可能导致的问题。 这包括从工作负载相关的热梯度到机械和电应力等各种因素，这些因素会随着老化效应（例如电迁移 和介电击穿）的出现而变得更加明显。目前最先进的GPU运行功率约为500瓦，但随着人工智能应用 中晶体管利用率的提高，这一数值可能会攀升至1000瓦/平方厘米，从而导致散热尤为困难。反过 来，由于材料间的热不匹配，这会导致机械变形——翘曲、开裂和分层。 过去，热建模和管理通常是分开的任务，与电路设计和计算架构相关，但在多芯片组件中，它们需要 一起解决。 还有许多其他应力来源。"其中之一是制造和组装过程，在这个过程中会发生热循环，" Synopsys产 品管理高级总监 Amlendu Shekhar Choubey 表示。"不同的材料以不同的方式参与其中，有些冲击 是无法恢复的，因为它们无法回到原来的状态，因此所有这些因素都必须在设计过程中加以考虑。此 外，还必须考虑整个堆叠的结构完 ...

Core Insights - The 3D IC market is projected to grow from USD 16.85 billion in 2025 to USD 50.19 billion by 2033, with a CAGR of 14.64% from 2026 to 2033 [1][7] - The market is driven by the increasing demand for high-performance and energy-efficient chips across various applications, including AI, 5G, HPC, and smartphones [1] Market Size and Growth - The U.S. 3D IC market is estimated at USD 4.75 billion in 2025 and is expected to grow at a CAGR of 14.33%, reaching USD 13.86 billion by 2033 [2] Key Segmentation By 3D Technology - Wafer-level packaging is expected to hold the largest market share at 68.23% in 2025, driven by trends in miniaturization and cost savings [8] - System integration is projected to be the fastest-growing technology with a CAGR of 14.79% due to rising demand for heterogeneous integration [8] By Product - Sensors are anticipated to lead the market with a 33.14% share in 2025, crucial for real-time data processing in various applications [9] - The memories segment is expected to grow the fastest, with a CAGR of 15.33%, driven by the needs of cloud computing and AI [9] By Application - The ICT/Telecommunication segment is expected to dominate with a 34.65% share in 2025, fueled by high-speed networking and 5G adoption [10] - Consumer electronics are projected to witness the fastest growth at a CAGR of 15.92%, driven by advanced smartphones and gaming systems [10] By Component - The Through Silicon Vias (TSVs) segment is projected to hold the largest share at 46.32% in 2025, known for better interconnections and lower power consumption [11] - The Through Glass Vias (TGVs) segment is expected to grow at the fastest CAGR of 15.16% due to superior electrical properties [12] Regional Insights - North America is expected to dominate the 3D IC market in 2025, accounting for 39.12% of revenue, driven by R&D in AI and cloud computing [13] - The Asia Pacific region is projected to experience the fastest growth from 2026 to 2033, with a CAGR of 15.45%, supported by a strong semiconductor manufacturing base [13] Leading Market Players - Key players in the 3D IC market include IBM, ASE Technology Holding Co. Ltd., STMicroelectronics, SAMSUNG, Taiwan Semiconductor Co. Ltd., TOSHIBA CORPORATION, Micron Technology Inc., MonolithIC 3D Inc., Intel Corporation, TEZZARON, Amkor Technology, Jiangsu Changdian Technology Co. Ltd., and United Microelectronics Corporation [5]

Core Viewpoint - The article discusses the divestiture of Synopsys' Optical Solutions Group and PowerArtist business to Keysight Technologies as a necessary step for regulatory approval of Synopsys' acquisition of Ansys, which was completed on July 17, 2025. The divestiture is expected to be finalized around October 17, 2025, and is not anticipated to have a significant financial impact on Synopsys [1][4]. Group 1: Synopsys' Divestiture - Synopsys has received all necessary approvals to proceed with the divestiture of its Optical Solutions Group (OSG) and PowerArtist business to Keysight Technologies, which is seen as essential for the regulatory approval of the Ansys acquisition [1][4]. - The OSG provides design tools and services for high-precision optical product simulation and visualization, including tools like CODE V, LightTools, LucidShape, RSoft, and the recently launched ImSym [2][3]. - The divestiture is expected to allow for a seamless transition for employees, customers, and partners, with OSG continuing to operate as part of Synopsys until the transaction is completed [3][4]. Group 2: Keysight Technologies' Acquisition - Keysight Technologies aims to expand its software simulation product portfolio through the acquisition of Synopsys' Optical Solutions Group, enabling support for high-performance systems beyond electronics, including optics and photonics [3][5]. - The acquisition of PowerArtist, a comprehensive RTL power design platform, is intended to enhance Keysight's position in high-performance system design and simulation software [4][5]. - Both Synopsys and Ansys believe that the sale of PowerArtist is necessary for regulatory approval, and the transition will be managed to ensure continuity of service for customers [4][5].

Core Insights - Selecting a reliable software development company is crucial for project success in the business environment [1] - The article provides a curated list of quality software development companies based on market feedback and technical service capabilities [1] Company Summaries - **Beijing Huasheng Henghui Technology Co., Ltd.**: Specializes in custom software development with extensive experience in military, government, and enterprise projects. Core service areas include military software, industrial software, safety production, digital transformation, and applications in new energy, education, and healthcare [3] - **Beijing Wumu Hengrun Technology Co., Ltd.**: Focuses on information technology solutions for military and state-owned enterprises, offering comprehensive services in military software, education and healthcare software, and digital transformation [4] - **Moore Dimension Technology Co., Ltd.**: A high-tech company in Xi'an specializing in artificial intelligence, with expertise in deep learning, natural language processing, and computer vision. It serves various industries including military, aerospace, manufacturing, finance, e-commerce, education, and healthcare [5] - **Microsoft**: A leading global software company with a product line that includes Windows, Office, and Azure. It is recognized for its advancements in AI, machine learning, and big data analytics [5] - **Google**: Known for its search engine, Google excels in software development with products like Android, Chrome, and Gmail, and has made significant breakthroughs in AI and cloud computing [5] - **Apple**: Renowned for its design and user experience, Apple offers core software including iOS and macOS, ensuring high-quality user experiences [6] - **IBM**: A century-old technology company with deep expertise in hardware, software, cloud computing, and AI, focusing on scalable technology platforms for enterprises [6] - **Oracle**: A leading enterprise software provider known for its database, ERP, and CRM solutions, addressing data storage, big data analytics, and enterprise management needs [7] - **SAP**: A top provider of enterprise management software, particularly in the ERP sector, helping businesses automate and optimize management processes [7] - **Autodesk**: The largest design, engineering, and entertainment software company globally, with AutoCAD dominating the architectural market [8] - **ANSYS**: A leading provider of engineering simulation software, widely used in industries such as nuclear, rail, oil and gas, aerospace, and mechanical manufacturing [9] - **Siemens**: A German technology giant focusing on industrial automation, digital factories, and IoT technologies, providing comprehensive digital solutions [10] - **NVIDIA**: A well-known graphics processing company, recognized for its GPUs that are essential for deep learning and AI applications [10] Selection Summary - Companies should consider project type, budget, and technical depth when selecting a software development partner. The listed companies have distinct strengths, emphasizing the importance of choosing a reliable partner that understands business needs [12]

Core Insights - The EDA industry is experiencing a merger wave driven by artificial intelligence (AI), with companies aligning their strategies towards AI integration [1][6] - Synopsys' acquisition of Ansys for $35 billion marks the largest merger in EDA history, expected to enhance market reach and capabilities significantly [1][2] - The trend of expanding EDA capabilities into high-end manufacturing sectors like automotive and aerospace is evident, as companies seek to leverage simulation technologies [2][3] EDA Industry Mergers - Synopsys' acquisition of Ansys is a pivotal move, as Ansys holds a 42% market share in simulation software, potentially increasing Synopsys' market size by 1.5 times [1][2] - Other notable acquisitions include Cadence's $1.24 billion purchase of BETA CAE Systems and Siemens EDA's $10.6 billion acquisition of Altair Engineering, indicating a broader trend of EDA firms expanding into non-semiconductor markets [2][3] AI Integration in EDA - The relationship between AI and EDA is evolving, with a shift from design process optimization to system-level optimization, driven by the complexities of modern chip architecture [3][4] - EDA companies are increasingly utilizing AI to enhance their system capabilities, which is crucial for supporting high-performance computing and AI applications [3][4] Challenges and Opportunities - The design verification process is moving earlier in the chip development cycle to mitigate risks and improve quality, necessitating advanced EDA tools [4][5] - The industry faces challenges such as data accessibility and the need for effective feedback mechanisms from end-users to improve AI model reliability [5][6] Future Trends in EDA - Predictions for the EDA industry include full-process intelligence, cross-scale collaboration, and continuous technological innovation, which will transform the role of engineers from operators to decision-makers [8][9] - The integration of AI in EDA tools is expected to enhance design analysis and performance evaluation, addressing issues like design errors and inefficiencies [7][8]

Group 1 - Thomson Reuters Corp will be added to the Nasdaq-100 Index and the Nasdaq-100 Equal Weighted™ Index on July 28, 2025, replacing ANSYS, Inc. [1] - ANSYS, Inc. will be removed from multiple Nasdaq indices, including the Nasdaq-100 Tech Sector™ Index and the Nasdaq-100 ESG™ Index, on the same date [2] - Thomson Reuters Corp will also replace ANSYS, Inc. in the Nasdaq-100 Tech Sector™ Index and other related indices on July 28, 2025 [2] Group 2 - Nasdaq is a leading global technology company that provides services to corporate clients, investment managers, banks, brokers, and exchange operators [4] - The company aims to enhance liquidity, transparency, and integrity in the global economy through its diverse offerings, including data, analytics, and software solutions [4]

Core Viewpoint - Synopsys has successfully completed its acquisition of Ansys for $35 billion, receiving approval from Chinese regulators, which clears the final hurdle for the transaction that was previously approved by U.S. and European regulators with specific conditions [1][8]. Group 1: Strategic Importance of the Acquisition - The merger is seen as a transformative milestone for Synopsys, enhancing its capabilities in chip design and system-level simulation, which is crucial for developing complex intelligent systems [1][3]. - The acquisition opens new growth opportunities in sectors such as aerospace, automotive, and industrial equipment, potentially expanding Synopsys's market and business portfolio [2][7]. Group 2: Technological Integration - The combined company will provide a unified platform for developing complex multi-domain products, integrating EDA tools with advanced simulation capabilities [4][5]. - The integration of Ansys's simulation data with Synopsys's AI-driven EDA tools will enable smarter, automated collaborative design processes, optimizing power, performance, thermal characteristics, and reliability [5][6]. Group 3: Market Position and Competition - The merger reduces the number of independent players in critical technology areas, which may intensify competition and regulatory scrutiny, particularly from U.S., Chinese, and EU authorities [8][9]. - The combined entity is expected to strengthen Synopsys's technological leadership and position within the semiconductor ecosystem, potentially leading to further mergers or ecosystem changes in response to increased competition [2][7]. Group 4: Regulatory Considerations - The acquisition has raised antitrust concerns, but it has been approved by regulatory bodies with conditions to ensure interoperability with competitors' solutions [8][9]. - The merged company may face increased regulatory pressure due to its influence on key systems and design workflows in sensitive sectors like aerospace and defense [9].

Core Insights - Synopsys, a leading semiconductor EDA company, has completed the acquisition of simulation EDA firm Ansys for $35 billion, announced on January 16, 2024 [1] - The acquisition aims to integrate leading companies in chip design, IP cores, and simulation and analysis fields to accelerate the development of AI-driven products [1] - The acquisition received conditional approval from China's State Administration for Market Regulation on July 14, 2025, marking the completion of all necessary approvals for the transaction [1] - Following the acquisition, former Ansys President and CEO Ajei Gopal and former Ansys board member Ravi Vijayaraghavan will join the Synopsys board, effective immediately [1]

Core Insights - The Trade Desk Inc. (TTD) will join the S&P 500 on July 18, 2025, replacing ANSYS Inc. (ANSS), which is being acquired by Synopsys Inc. (SNPS) [1] - Following the announcement, TTD shares rose by 6.6% to $80.40, indicating strong investor sentiment [1] - TTD operates a leading demand-side platform (DSP) focused on data-driven advertising, aiming for revenue growth and profitability through its Connected TV (CTV) offerings and flagship products [2] Company Overview - TTD is positioned to benefit from the projected growth in the global digital ad spending market, expected to reach $1,483 billion by 2034, with a CAGR of 9.47% from 2025 to 2034 [3] - The company is focusing on expanding its global footprint and partnerships while maintaining its innovation edge [2][3] Financial Performance - For Q2, TTD anticipates revenue of at least $682 million, reflecting a 17% year-over-year growth, despite macroeconomic challenges [4][10] - Adjusted EBITDA is projected to be around $259 million [4] - TTD's shares have increased by 59.9% over the past three months, outperforming the Zacks Internet-Services industry and S&P 500 composites, which rose by 20.6% and 18.2%, respectively [11] Competitive Landscape - TTD competes with major players like Amazon (AMZN) and Alphabet (GOOGL) in the ad tech space, focusing on independent, cross-channel programmatic buying [5][7] - While Amazon leverages its first-party data for targeted ads, TTD offers a neutral ad platform targeting the open internet, which is particularly relevant in ad-supported streaming [7] Valuation Metrics - TTD currently trades at a forward price-to-sales ratio of 12.57X, significantly higher than the industry average of 5.44X [12] - The Zacks Consensus Estimate for TTD's earnings has remained stable over the past 60 days, with no revisions [13][14]

Group 1 - Morgan Stanley reports that the State Administration for Market Regulation (SAMR) in China has conditionally approved Synopsys (SNPS.US) to acquire ANSYS (ANSS.US) for $35 billion, removing the last major regulatory hurdle for the deal [1][2] - The approval comes with several conditions, including the divestiture of Synopsys's optical and photonics simulation business and the separation of ANSYS's power analysis software business [1] - Both companies must maintain existing contracts with Chinese customers, including pricing and service levels, and cannot bundle products; EDA tools must support industry-standard formats and maintain interoperability agreements with Chinese customers [1][2] Group 2 - The deal had been under review due to US-China trade tensions and potential export controls on chip design software, making the approval a positive development for Synopsys [2] - Morgan Stanley views this approval as the final major obstacle before the deal's completion, which is expected to occur soon, with updates likely during the earnings call around August 20 [2] - Long-term, the merger is expected to strengthen Synopsys's position in the EDA market, and any clear signals regarding the approval could pave the way for a stock re-rating [2]