以下文章来源于芯播客 ，作者Jacky于 芯播客 . 传播芯能量，输出芯知识，掌握芯咨询 这几天 EDA 圈可谓动作巨大，因为特朗普封禁 EDA 供应的风波逐渐实锤，引起了不小的恐慌，我也 根据事件进展写了一点自己的感受和看法，我算是 EDA 行业比较资深的工程师了，曾经在海思做数字 芯片验证，算是 EDA 的使用方，也曾在三巨头做过客户支持，支持过包括海思在内的先进芯片，另外 除了数字类型，我在读研器件做的是模拟芯片，曾一度还做过器件仿真，所以可以说，除了芯片制造领 域的 EDA 接触不多，其他的都用过，另外目前还在国产 EDA 领域做，所以接触的 EDA 行业的知识和 市场不敢说国内最强，但也算是比较全面的，可能略有差池，但基本上还是比较可靠的一线市场以及工 程来源，那么国产替代的集体幻觉：我们真的"站起来"了吗？ 当"EDA断供"新闻刷屏时，舆论场弥漫着两种声音： 乐观派认为，"国产EDA已拿下14nm，华为手机以及相关的麒麟和鲲鹏芯片就是证明！"言必陈遥遥领 先。现实派认为"没有三巨头工具，7nm以上芯片设计直接停摆"，模拟领域九天基本可以替代，但还有 当真相来临的的那天，市值暴跌的震撼在于巨头一天蒸 ...

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Cadence Design Systems (CDNS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this maker of hardware and software products for validating chip designs have returned -5.1%, compared to the Zacks S&P 500 composite's +6.4% change. During this period, the Zacks Computer - Software industry, which Cadence falls in, has gained 12.9%. The key question now is: Wh ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自路透社等。 由于美国对中国的新出口限制给新思科技在关键市场销售芯片设计软件的能力带来了不确定性，该 公司在发布年度和季度预测仅一天后就暂停了这些预测。 该公司股价在盘后交易中小幅下跌，收盘下跌近 2%。 该公司表示，在周三报告结果后，收到了美国商务部工业和安全局（BIS）的一封信，告知新思科 技有关中国新的出口限制。 新思科技在一份声明中表示："新思科技目前正在评估美国商务部工业和安全局的信函对其业务、 经营业绩和财务状况的潜在影响。" 路透社周三援引三位知情人士的话报道，美国已下令众多公司停止在未经许可的情况下向中国运送 货物，并撤销了已授予某些供应商的许可证。 上周五，为半导体供应电子设计自动化 (EDA) 软件的公司收到信函，称现在需要获得许可证才能 向中国客户发货。 EDA软件制造商包括Cadence、Synopsys和西门子的子公司Siemens EDA。 Cadence 补充道："新的要求非常复杂，我们正在与 BIS 合作以获得进一步的澄清，同时评估其对 我们的业务和财务业绩的影响。" 这些新的限制措施可能会加剧与北京的紧张关系，其目的似乎 ...

来源：内容编译自路透社等。 由于美国对中国的新出口限制给新思科技在关键市场销售芯片设计软件的能力带来了不确定性，该 公司在发布年度和季度预测仅一天后就暂停了这些预测。 该公司股价在盘后交易中小幅下跌，收盘下跌近 2%。 如果您希望可以时常见面，欢迎标星收藏哦~ 该公司表示，在周三报告结果后，收到了美国商务部工业和安全局（BIS）的一封信，告知新思科 技有关中国新的出口限制。 新思科技在一份声明中表示："新思科技目前正在评估美国商务部工业和安全局的信函对其业务、 经营业绩和财务状况的潜在影响。" 路透社周三援引三位知情人士的话报道，美国已下令众多公司停止在未经许可的情况下向中国运送 货物，并撤销了已授予某些供应商的许可证。 上周五，为半导体供应电子设计自动化 (EDA) 软件的公司收到信函，称现在需要获得许可证才能 向中国客户发货。 EDA软件制造商包括Cadence、Synopsys和西门子的子公司Siemens EDA。 西门子发言人周三晚些时候表示，西门子将与全球客户合作，以减轻新限制的影响。 Cadence 在周四的监管文件中表示，美国商务部工业和安全局上周五通知了该公司有关许可要求 的情况。 Cade ...

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 ...

Core Viewpoint - The Trump administration has requested American semiconductor software design companies to cease providing services to China, marking a significant move to curb China's ability to develop advanced AI chips [1] Group 1: Government Actions - The U.S. Department of Commerce has instructed electronic design automation (EDA) companies, including Cadence, Synopsys, and Siemens EDA, to stop supplying technology to China [1] - The directive was communicated through letters sent to these companies, although it remains unclear if all U.S. EDA firms received such letters [1] Group 2: Industry Impact - This action represents a major new initiative by the U.S. government aimed at limiting China's advancements in the semiconductor sector, particularly in the development of cutting-edge artificial intelligence chips [1]

Group 1 - Cadence Design Systems' shares dropped by 10.4% following news of potential revenue cuts from China due to U.S. government actions [1][6] - The Trump administration's Commerce Department may instruct Cadence and its competitors to cease software sales to China, impacting their revenue streams [2][3][5] - Cadence reported that China accounted for approximately 12% of its revenue, a decrease from 17% the previous year, correlating with the recent stock decline [6] Group 2 - The semiconductor industry has been experiencing growth due to the increasing variety of chips and chipmakers, but geopolitical tensions pose risks [1][5][8] - Despite the recent stock drop, the market may already be pricing in a worst-case scenario, indicating potential volatility in the sector [7][8] - The semiconductor sector has been the best-performing industry over the past decade, suggesting ongoing investment opportunities despite geopolitical challenges [8][9]

Core Viewpoint - Cadence Design Systems (CDNS) shares have increased by approximately 6.9% over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1] Estimates Movement - Estimates for Cadence have trended downward over the past month, indicating a negative shift in expectations [2] VGM Scores - Cadence has a strong Growth Score of A but is rated F for Momentum and Value, resulting in an overall VGM Score of D, placing it in the lowest quintile for the value investment strategy [3] Outlook - The downward trend in estimates suggests a Zacks Rank of 3 (Hold) for Cadence, with expectations for an in-line return in the coming months [4] Industry Performance - Cadence is part of the Zacks Computer - Software industry, where SAP has seen a 3.2% increase in shares over the past month. SAP reported revenues of $9.48 billion for the last quarter, reflecting an 8.6% year-over-year increase, with EPS rising from $0.88 to $1.51 [5] SAP Earnings Expectations - SAP is projected to report earnings of $1.62 per share for the current quarter, representing a 37.3% year-over-year increase, with a slight upward revision of 0.5% in the Zacks Consensus Estimate over the last 30 days. SAP also holds a Zacks Rank of 3 (Hold) and has a VGM Score of D [6]

Cadence Design Systems (CDNS) stock surged 27.3% in the past month, outperforming the Computer-Software industry, the Zacks Computer and Technology sector and the S&P 500 composite’s growth of 25.3%, 22.6% and 15.3%, respectively.Price PerformanceImage Source: Zacks Investment ResearchThe trigger has been the company’s stellar first-quarter results, with the stock gaining 12% since April 28. The stock closed last trading session at $320.30 and is now much closer to its 52-week high of $328.99. So, the quest ...