Hu Xiu·2025-07-03 03:53Group 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- Synopsys also received a notification from the U.S. Department of Commerce that the export restrictions to China have been revoked and is working to restore sales of recently restricted products in China [1][2] - The EDA supply restoration is viewed as a bargaining chip in the ongoing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]