XUEDA(SZ:000526) Sou Hu Wang·2026-02-09 05:16Core Insights - The company Xueda Education announced plans to increase its investment in Jiangyin Qixin Leading Semiconductor Co., focusing on EDA tools and semiconductor IP development [1][3] - Xueda Education is also investing in Shanghai Tensu Zhixin Semiconductor Co., which recently listed on the Hong Kong Stock Exchange, marking it as a significant investment target [1][4] Investment Details - Xueda Education plans to invest up to 36.1 million yuan in Jiangyin Qixin, acquiring a 6.4791% stake [3] - The investment in Jiangyin Qixin is part of a broader strategy to enhance the company's position in the semiconductor industry [6] Market Context - The global EDA market is projected to reach $18.3 billion by 2026, highlighting its importance in the semiconductor industry [3] - The EDA market is currently dominated by three U.S. companies, which hold a combined market share of 74%, posing a risk to China's semiconductor development [6] Company Strategy - Xueda Education aims to align its investments with national strategies for emerging industries and high-skill talent education [6][12] - The company is expanding its vocational education offerings in the semiconductor and integrated circuit sectors to enhance long-term competitiveness [6][11] Performance of Investment Targets - Shanghai Tensu Zhixin's revenue is expected to grow from 189 million yuan in 2022 to 540 million yuan in 2024, with a compound annual growth rate of 68.8% [5] - The company has successfully deployed its products across various industries, including finance and healthcare, indicating strong market acceptance [5] Future Outlook - The investments are expected to create new educational pathways in high-end vocational training related to integrated circuit design and EDA tool applications [12] - As the demand for AI computing power surges, the domestic GPU market is projected to grow significantly, potentially reaching over 50% market share by 2029 [11][12]