中国市场不买单，美国EDA巨头，一夜大跌2800亿

Core Insights - The EDA market is dominated by three major American companies: Synopsys, Cadence, and Mentor, which collectively hold over 85% of the global market share [1] - Synopsys recently reported disappointing Q2 results and provided a bleak forecast for Q4 and the full year, leading to a significant stock price drop of 35%, equating to a market value loss of $40 billion [3][5] - The decline in Synopsys's performance is attributed to a lack of trust from the Chinese market, exacerbated by the company's swift compliance with U.S. export restrictions [5][9] Financial Performance - In Q2, Synopsys achieved revenues of $1.74 billion, a 14% year-over-year increase, but net profit plummeted by 43.06% to $242.5 million [7] - The company's IP business, a historically high-margin segment, saw a revenue decline of 8%, dropping from approximately 30.4% of total revenue to 24.6%, amounting to $427.6 million [7] Market Dynamics - The Chinese market's skepticism towards Synopsys has led to a significant reduction in orders, as domestic EDA software is gaining traction and increasingly replacing foreign solutions [5][9] - The overall EDA market is expected to undergo a reshuffle, with foreign EDA software facing growing challenges in China, as local alternatives become more viable [9]