Di Yi Cai Jing·2025-09-19 02:59Core Insights - Synopsys is undergoing a strategic transformation from chip design to system-level solutions, highlighted by its $35 billion acquisition of Ansys, a leader in simulation and analysis software [3] - The company aims to optimize design processes across electronic, mechanical, and software domains by creating digital twins and enhancing AI capabilities to support specific workloads [3][4] - Synopsys emphasizes the importance of integrating chip design with system-level insights to create value in future technological developments, particularly as complex intelligent systems become mainstream [4] Company Strategy - The strategic shift includes three main capabilities: integrating simulation with chip design, providing lifecycle optimization for intelligent systems, and upgrading chip technology to address complex issues in advanced processes [3] - AI is positioned as a core capability in modern chip design, with ongoing development of AI agents for various engineering tasks [3] Industry Context - The CEO of Lingqiao Intelligent highlights the need for delivering entire systems rather than just hardware, emphasizing the importance of digital feedback from human knowledge and developer experience [4] - TSMC's vice president notes that digital twins and AI play a dual role in supporting AI hardware and meeting customer expectations for integration, computing power, and energy efficiency [4] Historical Perspective - Synopsys has established itself as a leader in EDA, simulation, and multi-physics analysis technologies, marking its 30th anniversary in China, where it has contributed significantly to the development of the semiconductor industry [5] - The company has a history of collaboration with Chinese academic institutions, including a donation of over $1 million in software to Tsinghua University [5]