Xuan Gu Bao·2025-12-02 00:33Group 1 - Nvidia has announced a strategic partnership with Synopsys, investing $2 billion to integrate AI computing technology into industrial design and engineering [1] - EDA tools are essential in the integrated circuit industry, serving as a strategic foundation for the entire supply chain [1] - The EDA industry is experiencing a shift towards AI, cloud integration, and system integration, driven by rising design costs in advanced processes [1] Group 2 - The EDA sector is expected to see a new wave of mergers and acquisitions in 2024, with major players like Synopsys, Siemens EDA, and Cadence enhancing their ecosystems through acquisitions [1] - Despite being dominated by three international giants, local EDA suppliers are gaining market share in China and excelling in specific niches [1] - Domestic EDA companies are rapidly improving their competitiveness through a combination of self-research and acquisitions, aiming for full localization of EDA tools [1] Group 3 - Notable domestic EDA leaders include Huada Jiutian, Gaon Electronics, Guangli Micro, Canxin Co., and Anlu Technology [1]