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Cadence, and Siemens, that the previous requirement for government licensing for their operations in China has been revoked [1] - Siemens has confirmed that it has fully restored access for Chinese customers to its software and technology [1] Group 2: Company Responses - Synopsys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]

Group 1 - The U.S. Department of Commerce has lifted export restrictions on New Silicon Technology, allowing the company to resume supply to China immediately [1][2] - Siemens has also received notification from the U.S. Department of Commerce that it no longer requires government permission to conduct business in China, restoring full access for Chinese customers to its software and technology [2] - The global EDA market is dominated by three major players: New Silicon Technology, Cadence Design Systems, and Siemens, which collectively hold over 70% market share in China [2] Group 2 - EDA (Electronic Design Automation) is a design methodology that utilizes computer-aided design software for chip functionality design, verification, and physical design processes, covering all technical aspects of electronic design [2] - The recent lifting of restrictions is part of ongoing U.S.-China economic discussions aimed at enhancing cooperation and reducing misunderstandings [3]

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 - The recent lifting of export restrictions by the U.S. Department of Commerce is expected to positively impact companies like Synopsys Technology, allowing them to resume sales of previously restricted products in China [1][2] Group 1 - Synopsys Technology received notification from the U.S. Department of Commerce on July 2 that export restrictions related to China have been lifted and are effective immediately [1] - The company is working to restore sales of products that were previously restricted in China and will continue to assess the impact of these export restrictions on its business, operational results, and financials [1] - Chinese semiconductor companies have also confirmed receiving related notifications from overseas EDA companies [2]

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 - Synopsys, Inc. announced the immediate lifting of U.S. export restrictions to China, allowing the company to resume supply and customer support for recently restricted products in the Chinese market [1]. Group 1 - The U.S. Department of Commerce's Bureau of Industry and Security notified Synopsys on July 2 that the export control measures imposed on May 29, 2025, have been revoked [1]. - The lifting of these restrictions is expected to positively impact Synopsys' operations and market presence in China [1].

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].

Core Viewpoint - Synopsys announced that the U.S. Department of Commerce's Bureau of Industry and Security has lifted export restrictions related to China, effective immediately [1] Group 1: Company Actions - Synopsys is working to restore sales of recently restricted products in China [1] - The company will continue to assess the impact of the export restrictions related to China on its business, operational results, and financials [1] Group 2: Industry Context - Chinese semiconductor companies have confirmed receiving related notifications from overseas EDA companies [1]

Core Point - The U.S. government has lifted export restrictions on chip design software to China, allowing companies like Synopsys to restore access to previously restricted products [1]. Group 1: Export Restrictions - In May, the U.S. mandated that chip design software companies, including Synopsys, needed licenses to export goods such as software and chemicals for semiconductors to China [2]. - Synopsys has announced its intention to work on restoring access to the restricted products in China following the lifted restrictions [1]. Group 2: Trade Relations - The announcement of lifted restrictions coincides with China's indication of progress towards a trade truce with the U.S., including conditional agreements to resume exchanges of rare earths and advanced technology [3].

Core Points - Synopsys, Inc. announced the lifting of U.S. export restrictions related to China, effective immediately as of July 2, 2025 [1] - The company is working to restore access to recently restricted products in China and is assessing the impact of these export restrictions on its business and financials [1] Company Overview - Synopsys, Inc. provides comprehensive silicon to systems design solutions, including electronic design automation, silicon IP, and system verification and validation [2] - The company collaborates with semiconductor and systems customers across various industries to enhance their R&D capabilities and productivity [2]