Group 1 - The core viewpoint is that the lifting of export restrictions on EDA software to China by the U.S. has led to significant stock price increases for Synopsys and Cadence, indicating a potential easing of trade tensions between the U.S. and China [1] - Synopsys stock rose approximately 5.74% and Cadence increased about 5.80% in pre-market trading, while Siemens also saw a nearly 3% rise in Frankfurt [1] - Synopsys, Cadence, and Siemens collectively hold over 70% market share in the Chinese EDA market, highlighting their dominance in this critical sector [1] Group 2 - The U.S. Department of Commerce has also lifted earlier restrictions on ethane exports to China, indicating a dual approach to trade easing [1] - Recent developments in U.S.-China rare earth trade, including an agreement to accelerate U.S. rare earth imports, reflect ongoing adjustments in trade relations [2] - Despite the easing of tensions in the semiconductor sector, export controls on advanced technologies, such as NVIDIA's AI chips, remain in place, indicating that challenges persist in specific high-tech areas [2]

Group 1 - The U.S. government has lifted certain export licensing requirements for chip design software to China, allowing companies like Siemens and Synopsys to resume sales and support for their products in the Chinese market [1][2] - Siemens confirmed that it has regained full access to export-controlled software and technology, specifically under ECCNs 3D991 and 3E991, and has resumed sales and technical support to Chinese customers [2][3] - The global EDA market reached $14.53 billion in 2023, which, while relatively small, plays a crucial role in supporting the trillion-dollar electronics industry [2][3] Group 2 - EDA tools are essential for reducing design complexity, minimizing errors, and improving the success rate of integrated circuit (IC) production, thus significantly impacting the efficiency and quality of the entire industry [3] - The majority of the EDA market is dominated by three major international players: Synopsys, Cadence, and Siemens EDA, which together hold nearly 80% market share, while domestic companies account for less than 2% [3][4] - Despite the dominance of international EDA firms, domestic EDA companies are making progress, with a growing number of high-quality local enterprises emerging in China [4][5] Group 3 - Domestic EDA firms like Huada Jiutian, Gai Lun Electronics, and Guangli Micro have seen slight declines in stock prices following the resumption of supply from international EDA companies [4] - Huada Jiutian offers a comprehensive simulation circuit design EDA tool system, while Gai Lun Electronics combines semiconductor device testing systems with EDA software for differentiated solutions [5] - Guangli Micro is one of the few companies capable of providing full-process coverage products and services in yield enhancement and electrical monitoring [5]

来源 | 央视新闻 本期编辑 金珊 特朗普称美越达成贸易协议！越南所有对美出口商品将面临至少20%关税 马斯克再批特朗普政府税改法案：将对美国造成巨大伤害 SFC 21君荐读 据央视新闻报道，当地时间7月3日，西门子公司称，美国商务部已通知全球三大芯片设计软 件供应商——新思科技、楷登电子和西门子，此前要求其在华业务必须申请政府许可的规定 现已撤销。 西门子公司表示已全面恢复中国客户对其软件和技术的访问权限，新思科技与楷登电子称正 在逐步重启相关服务。 ...

Core Viewpoint - The three major EDA software companies, Synopsys, Cadence, and Siemens, have resumed services to China after the U.S. Bureau of Industry and Security (BIS) lifted export restrictions that were imposed in May 2023 [1][2]. Group 1: Market Overview - EDA (Electronic Design Automation) tools are essential for integrated circuit design, simulation, and verification, often referred to as the "mother of chips" [1]. - According to TrendForce, in 2024, Synopsys, Cadence, and Siemens are projected to hold 31%, 30%, and 13% market shares in the global EDA market, respectively, totaling over 70% [1]. Group 2: Impact of Export Restrictions - The BIS issued export restrictions in late May 2023, which significantly impacted the business outlook for the three EDA companies [1]. - Financial reports indicate that in fiscal year 2024, revenue from China accounts for 16% of Synopsys's total revenue and 12% of Cadence's total revenue [1]. Group 3: Resumption of Services - Following the recent communication from BIS, the three companies are working to restore access to their software and technology for affected customers in China [2]. - Cadence confirmed the lifting of the export restrictions and is in compliance with U.S. export laws to restore access [1][2].

据央视新闻，当地时间7月3日，西门子公司称，美国商务部已通知全球三大芯片设计软件供应商 ——新思科技、楷登电子和西门子，此前要求其在华业务必须申请政府许可的规定现已撤销。 西门子公司表示已全面恢复中国客户对其软件和技术的访问权限，新思科技与楷登电子称正在逐步重 启相关服务。 ...

Core Viewpoint - The U.S. government has lifted the licensing requirements for chip design software exports to China, allowing companies to fully resume their services in the region [1] Group 1: Policy Changes - The U.S. Department of Commerce has notified major chip design software suppliers, including Synopsys, Cadence, and Siemens, that the previous requirement for government licensing for their operations in China has been revoked [1] - Siemens has confirmed that it has fully restored access for Chinese customers to its software and technology [1] Group 2: Company Responses - Synopsys and Cadence have indicated that they are gradually restarting their related services in China following the policy change [1]

据美国彭博社今天（7月3日）援引西门子公司的消息证实，美国政府已解除对华芯片设计软件出口的许 可证要求。西门子公司称，美国商务部已通知全球三大芯片设计软件供应商——新思科技、楷登电子和 西门子，此前要求其在华业务必须申请政府许可的规定现已撤销。西门子公司表示已全面恢复中国客户 对其软件和技术的访问权限，新思科技与楷登电子称正在逐步重启相关服务。（CCTV国际时讯） ...

Core Viewpoint - Siemens AG has received notification from the U.S. government that export restrictions on chip design software to China have been lifted, allowing the company to fully restore access to its software and technology for Chinese customers [1] Group 1: Company Actions - Siemens has resumed full access to its electronic design automation (EDA) software and technology for Chinese customers following the U.S. Department of Commerce's notification [1] - The company has restored sales and technical support services to its Chinese clients in compliance with applicable export control laws and regulations [1] Group 2: Regulatory Changes - The U.S. Bureau of Industry and Security (BIS) informed Siemens that the export control restrictions previously applicable to the company's EDA software and technology are no longer in effect as of May 23 [1] - The specific export control classification numbers (ECCNs) for the software and technology that have been restored are 3D991 and 3E991 [1]

Group 1 - Siemens EDA announced on July 2, 2025, that the U.S. government has lifted export restrictions on chip EDA design software to China, allowing full access for its Chinese customers [1] - Synopsys also received a notification from the U.S. Department of Commerce that the export restrictions to China have been revoked and is working to restore sales of recently restricted products in China [1][2] - The EDA supply restoration is viewed as a bargaining chip in the ongoing U.S.-China trade negotiations during a 90-day ceasefire [2] Group 2 - On May 28, 2025, Siemens EDA announced a suspension of support and services to mainland China based on a notification from the U.S. Department of Commerce, which required Siemens to sever ties with its customers in China [3] - Cadence and Synopsys also suspended product support and upgrade services for semiconductor companies in mainland China [4] - Cadence disclosed in a filing to the SEC that it received a notification from the U.S. Department of Commerce requiring special licenses for EDA software sales to mainland China due to military-related risks [5] Group 3 - In mid-June, EDA companies began to restore some services, including non-core hardware and IP sales, to continue serving existing customers, although EDA tool sales remained suspended [6][7] - China implemented export controls on rare earth metals and other critical materials in response to U.S. tariffs, significantly impacting the global supply chain [8][9] - The automotive industry expressed concerns over potential production halts due to rare earth shortages, with major manufacturers warning of severe consequences if supply issues persist [9][10][11][12][13] Group 4 - The restoration of EDA supplies indicates an acceleration in the negotiation process between the U.S. and China, reflecting China's determination to defend its development rights amid external pressures [15][16] - The current supply restoration is seen as a temporary balance resulting from negotiations across multiple dimensions, including technology, industry, and resources [17]

Core Viewpoint - The recent lifting of restrictions on Siemens' sale of chip design software to China highlights the fragility of the global semiconductor supply chain and opens a strategic window for Chinese chip companies [1][6]. Event Recap: From Ban to Lifting - On May 28, 2025, the U.S. Department of Commerce issued a ban on three major EDA companies, including Siemens, Cadence, and Synopsys, which collectively hold 74% of the global EDA market share, due to escalating tensions over rare earth trade [5]. - A turning point occurred during talks in London in June, where the U.S. agreed to lift restrictions on chip design software in exchange for China accelerating rare earth export approvals [6]. Strategic Decoding: The 90-Day Window - The policy relaxation is framed as a "technical assessment period," indicating a tactical concession by the U.S. under pressure from rare earth supply issues [10]. - The 90-day window is seen as a critical period for urgent procurement, with 67% of IC design companies planning to maintain a dual-track strategy of using both international EDA tools and domestic alternatives [10]. - Domestic EDA companies like Geke Electronics and Huada Jiutian have some replacement capabilities, but there remains a generational gap in high-end chip design processes compared to international giants [10]. Historical Reflection: Survival Rules for Chinese Enterprises - Huawei's significant R&D investment post-entity list inclusion serves as a model for resilience, with over 400 billion yuan invested over five years, leading to a transformation of its semiconductor arm [11]. - Longsys has successfully reduced its reliance on U.S. technology in its NAND flash production line to below 15% by diversifying its supply chain [11]. Action Guidelines for the Window Period - Chip companies are advised to establish structured response strategies, prioritizing the procurement of essential high-end tools while planning for a phased approach to technology transition [12]. - A three-stage plan is recommended: 90 days for urgent procurement, 180 days for technology transition, and 365 days for self-replacement [12]. - Most companies prefer a dual-track strategy, balancing short-term survival with long-term development, as full EDA autonomy is projected to take 3-5 years [12]. Long-Term Considerations: Reflections Post-Lifting - The limitations of the current lifting of restrictions are notable, as the U.S. retains the right to adjust policies, and the positions of Cadence and Synopsys remain unclear [13]. - The experience underscores the need for the Chinese semiconductor industry to build a resilient innovation system, leveraging the current window of opportunity while maintaining a commitment to independent R&D [13].